Taiwan plays an increasingly important role for Micron Technology, which is ramping up production for its DDR4 DRAM chips built using 1znm process technology at its fab in Taichung. Meanwhile, robust demand for enterprise-use notebkks in the wake of the coronavirus pandemic has given notebook chip suppliers clear order visibility through third-quarter 2020. And despite the pandemic creating pains for the handset market, VCSEL chip demand for 5G applications and smartphones is believed to be heading towards stable growth in the long term.
