Highlights of the day: Server manufacturing to not be disrupted by COVID
DIGITIMES employees
Taiwan-based server ODMs run substantial elements of their manufacturing domestically, however they’ll be capable of shift server manufacturing to manufacturing websites in different nations ought to COVID-19 lead to lockdowns affecting their native operation. Chinese handset manufacturers reportedly are mulling slicing chip orders due to quick weakning gross sales in China and India. But most different fabless corporations are unlikely to chop again their wafer begins at foundry homes, as they’re nonetheless desperate to safe foundry capability. Demand for MCUs stays sturdy, sending costs up.
Taiwan server ODMs brace for lockdown affect: Taiwan-based server ODMs are all able to shifting manufacturing to their manufacturing facility websites abroad if COVID-19 is spreading uncontrolled in Taiwan leading to a nationwide lockdown, in line with business sources.
Chipmakers unlikely to chop again wafer begins at foundries: Fast decelerating handset gross sales in India and Southeast Asia have prompted China-based model distributors to think about slashing their chip orders, however fabless chipmakers significantly these specializing in automotive electronics, HPC and 5G associated chips are unlikely to chop again wafer begins at foundries amid the already-tight foundry provide, in line with business sources.
MCU costs set to rise once more: Taiwan-based MCU suppliers are prone to elevate their quotes shortly as STMicroelectronics reportedly has notified purchasers that it’ll hike the costs for its MCU lineup once more beginning the third quarter, in line with business sources.
