Taiwan-based server makers Quanta Computer and Inventec are expecting shipments to grow in the second half of the year thanks to strong demand from US-based cloud service providers.

Taiwan’s notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.

China-based pure-play foundry Semiconductor Manufacturing International (SMIC) has reported first-quater 2022 sales, but omitted a revenue breakdown by manufacturing process nodes as it had usually disclosed previously.

Wireless telecommunications has escaped the worst effects of the semiconductor shortage, and that semiconductors for cellular infrastructure equipment will continue to dodge significant shortages going forward. In addition, availability of chips for Wi-Fi access points and cellular phones will continue to improve through 2023, Strategy Analytics said in its recent report.