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According to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around 40% of the global server demand, but Trump’s threat of steep tariffs on Chinese goods, including server imports, may bring more risks to Taiwanese server ODMs, whose production are mainly based in China. Therefore, Taiwanese server makers are now considering moving their production facilities back to Taiwan. With the next wave of tariffs going into effect on September 24, tariffs of 10 percent will be imposed on Chinese products like servers, server modules, motherboards and network switches, so server makers are bound to relocate their facilities to minimize the impacts of the trade war on their businesses.
According to the Solar Powering Taiwan: Special Report by EnergyTrend, the Capex of PV power systems has been decreasing, due to the drop in module prices caused by massive PV installations. In 1H18, the system costs of PV projects in Taiwan have been decreasing, approaching the level in Germany, Italy and the Netherlands. EnergyTrend expects the system costs to drop further in the second half of this year, which may motivate companies to make investments.
As Apple unveils its new iPhone models, TrendForce has provided the following comments for your reference.
Major LED package products in the Chinese market have seen noticeable price declines in August, according to the latest report from LEDinside, a division of TrendForce.
TrendForce has adjusted its 2018 global notebook shipments projection downwards due to the worsening shortage of Intel CPUs. Intel originally planned to begin mass production of CPUs based on its latest Whiskey Lake platform in 3Q18, when the notebook market would be in the busy sales season. However, PC-OEMs are now finding an insufficient supply of Whiskey Lake CPUs, which has disrupted vendors’ notebook shipment plans for this year’s second half. Therefore, TrendForce now estimates that this year’s total notebook shipments will drop by 0.2% YoY, and the CPU shortage may further impact the entire memory market as well.
