| | | It looks like memory is benefiting from COVID-19 Stay-at-home economy
Highlights of the day: Stay-at-home economy buoys server sector amid outbreak
DIGITIMES staff
Thursday 5 March 2020
The server sector has been almost unscathed by the coronavirus outbreak that has spurred stay-at-home economy. There has been strong demand for servers to support e-commerce, video streaming, e-sports, teleconferencing and collaboration platform applications for people avoiding leaving home or undergoing quarantine. Memory demand from the server and datacenter sector has also been strong, with vendors expecting prices to go up this year. For others in the ICT industry, such as the handset industry, the outbreak has wreaked havoc. But Apple reportedly will still be launching a new entry-level LCD iPhone that has already come to its final stage of verification at its manufacturers.
Server sector unscathed by coronavirus outbreak: The PC and handset supply chains are being hard hit by the ongoing coronavirus outbreak, but the server sector has been almost unscathed, as the epidemic has spurred stay-at-home economy and in turn fueled demand for servers, according to industry sources.
Memory demand for servers and datacenters surges: DRAM and NAND flash memory demand for server and datacenter applications has started picking up and surging recently, despite weakness in demand for PCs and consumer electronics products, according to sources at channel distributors.
New entry-level LCD iPhone reportedly enters final verification stage: Apple's new entry-level LCD iPhone, tentatively dubbed iPhone SE2, has entered the final stage of engineering validation in Zhengzhou, China, where the vendor's major manufacturing partners Foxconn Electronics and Pegatron run assembly lines, according to industry sources.
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