Highlights of the day: Server makers cautious of parts provide
DIGITIMES employees
Demand for server functions has been robust, fueled by stay-at-home economic system amid lockdowns in response to the coronavirus pandemic. But the lockdowns could disrupt suppliers’ manufacturing in Southeast Asia, creating shortages for server parts. For reminiscence suppliers, they’re prioritizing shipments to the datacenter sector to assist increasing stay-at-home economic system, which can also be propelling demand for server reminiscence backend providers that PTI gives. Notebook ODMs additionally noticed staggering on-month gross sales development in March, pushed by customers’ must work and examine from residence.
Concerns about server part shortages emerge: With quite a few Southeast Asian international locations imposing numerous ranges of coronavirus lockdowns, considerations have been rising about part shortages that will hit the server trade provide chain, based on trade sources.
Memory distributors give precedence to orders for knowledge facilities: Samsung Electronics, SK Hynix and Micron Technology now give precedence to transport reminiscence chips and units for knowledge facilities and different server functions, as demand for smartphones is slowing down, based on trade sources.
PTI 1Q20 revenues spike 30% on sturdy server reminiscence demand: Memory backend specialist Powertech Technology (PTI) noticed first-quarter 2020 consolidated revenues surge 30.35% on yr to hit the agency’s second-highest quarterly stage at NT$18.81 billion (US$625.6 million), buoyed by robust demand for datacenter storage and different server functions, based on firm sources.
Compal, Inventec, Acer see staggering on-month income growths in March: Taiwan-based pocket book ODMs loved elevated revenues in March due to rising orders from shoppers, whereas model vendor Acer additionally achieved robust income development within the month.
