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Monthly Archives: May 2021
With Employees from TSMC and VIS Testing Positive for COVID-19, What Will Happen to the Global Supply of Chips?
Owing to an uncontrolled spread of the COVID-19 pandemic, Taiwan has instituted Level 3 restrictions throughout the island. With employees from several tech companies testing positive for the virus, major foundries, including TSMC and VIS, are successively finding positive cases …
Posted in Semiconductors, Wafer Foundries
Tagged chip shortage, PSMC, semiconductor, Taiwan, Taiwan covid-19, TrendForce, TSMC, UMC, wafer capacity
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Does the Current Semiconductor Shortage Represent a Real Demand, or Is It an Illusion Caused by Overbooking?
Now that the chip shortage has persisted for more than half a year, markets and industries are closely monitoring whether chip demand is as strong as expected, or whether the current shortage is a mere mirage caused by overbooked orders …
After Five Consecutive Quarters of Uptrend, Is There More Room for TV Panel Prices to Grow?
The stay-at-home economy brought about a soaring demand for TVs, which in turn resulted in a shortage of TV panels in 2H20, according to TrendForce. Also contributing to the bullish rebound of TV panel quotes last year was the fact …
Posted in Display, Display Technologies, Panel Industry
Tagged Display, panel price, soaring demand, stay-at-home economy, TrendForce, TV, TV panel
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Foxconn Dominates ODM Server Market by Taking Nearly 50% of AWS/Azure Server Business
The “new normal” in the post-pandemic era has seen the meteoric rise of high-speed and high-bandwidth 5G applications, which subsequently brought about a corresponding increase in cloud services demand. As such, the global server shipment for 2021 will likely reach …
Posted in Semiconductors, server
Tagged 5G, AWS, datacenter, Facebook, Foxconn, Microsoft, open edge, Quanta, server, TrendForce
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Despite Domestic Drought, Taiwan Remains King in the World of Semiconductors
A small subtropical island off the coast of southeast China, Taiwan is subject to certain cyclical weather changes throughout the year, the most notorious of which is its yearly typhoons that at different times benefit its agricultural industry and cause …
Posted in Semiconductors, Wafer Foundries
Tagged chip, crisis, drought, foundry, Nasdaq, nytimes, semiconductor, shortage, Taiwan, TrendForce, TSMC, UMC, wall street journal, water
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