Taiwan networking device, server makers to see stable profits in 2Q19 after lowering China capacity

The supply chain of servers and network communication devices has continued shifting their production out of China with Taiwan and North America being the two major choices for the relocations, according to sources from the server industry......»»

Memory chipmakers continue to see their downstream module and device customers stockpile, while experiencing tight fab capacity, according to industry sources in Taiwan......»»

Many Taiwan-based networking device suppliers have posted significant revenue gains for Mar.....»»

While a number of Chinese handset vendors have launched new smartphone models recently, it remains to be seen if these brands could maintain their stable production after April, according to sources from Taiwan's handset supply makers......»»

Taiwan's PCB makers are facing higher risks from the coronavirus outbreak thanks to relatively heavier production deployments in China than their peers in Japan and South Korea, prompting calls for them to accelerate capacity relocation from China......»»

Taiwan-based passive component makers will be freeing up non-China production capacity if necessary, as their manufacturing operations in China have experienced low labor return rates after the Lunar New Year holiday, according to the companies......»»

China-based makers.....»»

Taiwan-based PCB makers have yet to adjust their capacity expansion plans in China despite possible impacts of the coronavirus outbreak, as market demand is the key factor that will actually affect their investment plans......»»

A number of lithium-ion battery makers in Germany, China and Taiwan are mulling expanding their production capacities for button cells to cash in on increasing demand from the TWS (true wireless stereo) headset sector, according to industry sources......»»

Taiwan IC substrate makers will have no time to lose in expanding their ABF substrate capacities as demand for such subs.....»»

The ongoing trade disputes between the US and China continue to affect negatively China's datacenter market, with recovery unlikely to take place until the end of 2019 or even 2020, according to sources at server and related device makers......»»

China has instructed system integrators associated with defense, networking, finance and transportation sectors to adopt homegrown chips as much as possible, prompting Taiwan-based IPC makers to adjust their operations, according to industry sources......»»

Quanta is looking for components that are not made in China to avoid issues concerning country of origin for its server shipments to the US in the wake of the US-China trade war. But most of Taiwan's components makers have.....»»

Most of Taiwan's networking device makers will see strong sales in the second half of 2019 along with the build-ups of 5G networks, expanding IoT applications and demand for high-speed transmission devices, according to industry sources......»»

Taiwan suppliers of servers and network communic.....»»

Copper clad laminate (CCL) maker Taiwan Union Technology (TUC) has reported robust earnings growth for 2018 on increased shipments of CCL products to the networking device and server sectors......»»

Networking device maker Senao Networks is building a new plant in Linkou, northern Taiwan aiming to double its production capacity in three years, according to company chairman Tommy Tsai......»»

Taiwan-based poly-Si solar cell makers have generally seen decreases in outsourcing orders from China-based PV module makers, which has plunged utilization rates to about 50% at many of them, according to industry sources......»»

Taiwan-based server motherboard makers are likely to be required by their clients to accelerate their plans to move production back to Taiwan or other sites outside China, according to industry sources......»»

Quanta Computer is reportedly moving some of its server production from China back to the manufacturing facilities at its headquarters in Taiwan, and is looking to expand capacity in Taiwan, according to sources from the upstream supply chain......»»