As shortages of components continue to haunt the semiconductor industry, LED chipmakers are now looking to raise their product quotes, which will drive downstream LED lighting product vendors to also increase their prices to reflect the costs. Meanwhile, Taiwanese IC design houses have seen their supply being seriously constrained by foundries’ insufficient capacity, while backend houses extending their delivery time will also have some effect. Server shipments, however, are expected to enjoy double-digit on-year increases in 2021 thanks to robust demand for cloud computing services.
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