Direct feeds from OTR editors expressing views on key issues and events in their industries, within and beyond the firm’s core coverage. Snapshots feature industry insights, source commentary and general observations.
- 4Q19 shipments from Taiwan’s top 5 server ODMs expected up approximately 4% qq (vs.
- Shortage of 14 nm CPUs likely caused by back-end packaging problems related to equipment, packaging or testing
- INTC’s production shortfall estimated around 10 million desktop and laptop PC CPUs for 4Q19 (approximately15% of total 68-70 million demand); no shortage of server CPU
Shipments of Advanced Micro Devices Inc.’s new EPYC Rome server CPUs began in September, and sources said 3Q19 adoption was slow because a lot of customers were evaluating rather than buying.
European Operators Show High Interest in Other Brands
Background: The Chinese government announced the “Made in China 2025” blueprint in 2015 to transition China to self-sufficiency in high-tech industries. One of the sectors targeted was semiconductors and NAND memory.
Background: Japan began restricting key technology exports to South Korea by placing key items under tighter export control, effective July 4, in a dispute stemming from disagreements about reparations to World War II comfort women.
Snapshots are posted on a two-week delay.