Highlights of the day: Wireless purposes and servers to see sturdy 2021
DIGITIMES employees
As 5G and Wi-Fi 6 have gotten the mainstream specs for the IT market in 2021, Taiwan’s III-V IC corporations are anticipated to keep up a excessive utilization within the 12 months. Server shipments are additionally anticipated to develop strongly in 2021 due to the releases of Intel’s 10nm Ice Lake Xeon server processors and brisk demand from cloud purposes. As demand for IT merchandise stays strong, DRAM continues to undergo from shortages in 2021 with makers having already raised the costs of the merchandise as a response.
III-V IC gamers get pleasure from excessive capability utilization for 5G, Wi-Fi 6 purposes: Taiwan’s III-V IC companies together with GaAs foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) in addition to epi-wafer suppliers Visual Photonics Epitaxy (VPEC) and Intelligent Epitaxy Technology (IntelliEPI) are anticipated to maintain excessive capability utilization in 2021, as 5G handset gross sales and Wi-Fi 6 wi-fi communication purposes are on observe to develop robustly, in line with business sources.
Server makers flip optimistic about 2021 on Intel new processors: With Intel ramping up its 10nm Ice Lake Xeon server processor output, Taiwan’s server makers have turned optimistic about their cargo prospects for 2021 and should embrace the strongest-ever first quarter within the 12 months additionally bolstered by continued sturdy demand for cloud purposes, in line with business sources.
DRAM costs to rise by way of 2Q21: DRAM contract market costs have risen 5-10% within the first quarter of 2021, and can proceed their rally within the second quarter, in line with sources at reminiscence module makers.
