Highlights of the day: Server shipments slowed by elements shortages
DIGITIMES employees
Server demand has been sturdy, however ODMs have seen disruptions to shipments to shoppers attributable to elements shortages amid the coronavirus pandemic. Curently cables are in severe quick provide. In the handset sector, demand stays weak, and 5G smartphone AP distributors are banking on 5G smartphones inject momentum into their companies. But main cell AP suppliers, MediaTek and Qualcomm, are decreasing costs of their race to win orders from handset distributors. In the foundry sector, TSMC, eager to increase its techological management, has already started R&D for its 2nm manufacturing node.
Component shortages disrupting server shipments: Shortages of elements attributable to the coronavirus pandemic have begun to undermine server makers’ shipments to their shoppers, in accordance with sources from the upstream provide chain.
Qualcomm-MediaTek 5G SoC worth competitors heating up: 5G AP worth competitors between Qualcomm and MediaTek is anticipated to warmth up additional within the second quarter of 2020 as each chipmakers are gearing as much as win extra orders from Chinese handset distributors within the upcoming 5G handset substitute growth in China.
TSMC launches 2nm course of R&D: TSMC has kicked off its 2nm course of R&D, and is progressing in analysis and exploratory research for nodes past 2nm, the foundry has diclosed in its annual report back to shareholders.
