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Highlights of the day: MediaTek sees robust orders

MediaTek has booked more capacities at foundries and backend service providers for the second half of 2020. MediaTek is seeing robust demand not only for its smartphone chips but also for its other offerings. As far as chip supply is concerned, Apple is ditching Intel and equipping its next Macs with its own processors. Taiwan-based Unimicron is being identified as potentially a major supplier of ABF substrates for the Apple silicon. Meanwhile, Kioxia is expected to complete its acquisition of Lite-On Tech's SSD unit in July, after a few months' delay in the wake of the coronavirus outbreak.
MediaTek books additional capacities for wafer foundry and backend services: MediaTek has increased its bookings for additional capacities at Taiwan's wafer foundry houses, mainly TSMC, and backend IC packaging and testing service firms for the second half of 2020 as the firm is ramping up chip shipments not only for 4G/5G smartphones but also for tablet, networking, TV, STB, IoT and server applications, according to industry sources.
Unimicron may supply ABF substrates for new Macs with Apple silicon: Taiwan-based Unimicron Technology is being identified as the major ABF substrate supplier for Apple's new-generation Mac computers that will be powered by its in-house developed ARM-based processors, according to market sources.
Kioxia to complete the acquisition of Lite-On SSD biz in July: Kioxia (renamed from Toshiba Memory) is expected to complete its takeover of Lite-On Technology's SSD business in early July, according to industry sources.
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