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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Friday 15 July 2022
Weak PC shipments to impact suppliers' cash flows in 2H22
Brand PC vendors may start seeing their cash flows affected negatively by shipment slowdowns and the risk of inventory losses in the second half of 2022, according to industry sour...
Thursday 14 July 2022
Notebook brands may not finish clearing excess inventory before September
Notebook brands are expected to cut their orders with ODMs due to the quickly rising inventory levels recently and their inventory adjustments are expected to last until the end of...
Thursday 14 July 2022
TSMC expects even stronger growth for 2022
TSMC expects its third-quarter revenue in US dollar terms to grow about 11.2% at the midpoint. Revenue for all of 2022 in US dollar terms is forecast to register a 34-36% increase,...
Thursday 14 July 2022
Optical communication device makers to see datacenter apps buoy 2H22 shipments
Most of Taiwan's optical communication devices makers focusing more on datacenter than 5G base station applications have reported significant revenue improvements for the first half...
Thursday 14 July 2022
More Acer-affiliated companies to launch IPOs
Acer Group will have more of its subsidiaries launch initial public offerings (IPO) by the end of this year, according to company chairman and CEO Jason Chen. The affiliates play...
Thursday 14 July 2022
Fuzetec eyeing automotive, niche segments for growth
Taiwan-based Fuzetec Technology, dedicated to offering polymeric positive temperature coefficient (PPTC) thermistors and other circuit protection solutions, has grown its presence...
Thursday 14 July 2022
Acer chair warns of weak 2H22 for PCs
The PC market is poised to experience a particularly weak second half of 2022, according to Jason Chen, Acer chairman and CEO.
Thursday 14 July 2022
Xiaomi invests in LED driver IC startup
Xiaomi, through its investment arm, has poured nearly CNY2.5 billion (US$371.4 million) into HyAsic Semiconductor to obtain a 4.35% stake in the China-based LED driver IC startup.
Wednesday 13 July 2022
Companies should consider value chains for globalization, says former Sharp CEO
To the manufacturing industry, localized production has become an inevitable trend. Companies that expect to grow further in the global markets often start by building their local...
Wednesday 13 July 2022
Protective component maker Thinking eyeing more niche-market apps
Circuit protection device specialist Thinking Electronic Industrial will intensify deployments in EV, medical care and other niche-market applications while shifting more focus away...
Wednesday 13 July 2022
Notebook ODMs conservative about 2H22 demand prospects
Notebook ODMs are bracing for a particularly weak second half of 2022 due to weaker-than-expected gaming and commercial notebook product sales, according to industry sources. Whether...
Wednesday 13 July 2022
China IC Design Series (2): Emerging automotive AI chip design houses in China
In recent years, the smart car and autonomous driving industries in China have grown in popularity. Related software and hardware technologies have become more important in these...
Wednesday 13 July 2022
Panel makers to further scale back production
LCD panel makers are poised to further scale back their production as panel demand for notebook applications is expected to drop significantly amid weakening demand for business notebooks,...
Wednesday 13 July 2022
Taiwan CIS backend firms look to automotive for 2H22 growth
CMOS image sensor backend specialists including Tong Hsing Electronic Industries and Xintec are vying for more orders coming from the automotive sector to offset weakness in handset...