CONNECT WITH US
Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 10 May 2023
Notebook supply chain sees short lead time orders emerging as new pattern
Placing short lead time orders is emerging as a new pattern among PC and notebook customers amid unclear market visibility, according to supply chain sources.
Wednesday 10 May 2023
Acer announces April consolidated revenues at NT$13.83 billion
Acer announced its consolidated revenues for April at NT$13.83 billion (US$446.35 million). Businesses other than computers and displays contributed 34.6% of total revenues in April...
Wednesday 10 May 2023
Global notebook shipments to resume sequential growth in 2Q23, says DIGITIMES Research
Global notebook shipments (not including detachable models) performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter...
Wednesday 10 May 2023
TV panel prices continue to rally
TV panel prices have risen since February, with the price rally likely to stretch through May, ramping up capacity utilization rates at panel makers, according to industry sources.
Wednesday 10 May 2023
Taiwan CCL suppliers face short-term headwinds
Copper clad laminate (CCL) suppliers in Taiwan have encountered short-term headwinds, with many reporting year-over-year revenue declines in the first quarter, but remain optimistic...
Tuesday 9 May 2023
LGD, SDC see rising capacity utilization for OLED TV panels
South Korea's major panel makers LG Display (LGD) and Samsung Display (SDC) have seen their OLED panel capacity utilization rising significantly since February on strong order momentum...
Tuesday 9 May 2023
New Largan plant on track for equipment move-in
Smartphone-lens module specialist Largan Precision is on track to complete the construction of its new plant in Taiwan despite slow sales in the first four months.
Tuesday 9 May 2023
Compal posts profit and margin increases in 1Q23
ODM Compal Electronics saw its net profits climb about 30% sequentially in the first quarter of 2023, with gross margin and operating margin also besting performances from the previous...
Tuesday 9 May 2023
Wistron, Inventec post notebook shipment drops in April
ODMs Wistron and Inventec experienced revenue drops in April 2023, both seeing notebook shipments fall more than 10% sequentially.
Monday 8 May 2023
BenQ Materials expects robust demand for consumer medical products in China in 2Q23
BenQ Materials has continued to shift its business focus toward medical-related products, away from polarizers, which have gradually seen a reduced revenue contribution and expects...
Monday 8 May 2023
IPC suppliers focus on cultivating deep verticals
Just as the supply chain of consumer electronics has been impacted by blurred end demand, the IPC industry has been affected regionally due to turbulance in the Chinese market. However,...
Monday 8 May 2023
Qualcomm to acquire Autotalks
Qualcomm has entered into a definitive agreement to acquire Autotalks, a fabless semiconductor company dedicated to vehicle-to-everything (V2X) communications. The transaction is...
Monday 8 May 2023
Macronix April revenue hits 6-month high
Macronix International, a maker of mask ROM and flash memory, saw its revenue climb to a six-month high of NT$3.01 billion (US$98 million) in April 2023.
Monday 8 May 2023
Foxconn to see 2Q23 revenue fall
Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter.
Monday 8 May 2023
MSI becomes first Taiwanese supplier to bounce back with upward revisions of motherboard and notebook shipments
Taiwan-based MSI becomes one of the first Taiwanese suppliers to bounce back from the post-pandemic downturn, having revised its annual shipment estimations for notebooks and motherboards...