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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 12 January 2022
Notebook ODMs see component inventories building up
Although notebook ODMs have continued to see robust orders from clients, ODMs' in-house component inventories have stayed at high levels as a result of harbor congestions and components'...
Wednesday 12 January 2022
Master Talks 4: How AI affects our future
A personal assistant that knows the best time to wake you up. A machine that reads radiology scans together with a pathologist. More and more artificial intelligence (AI) applications...
Wednesday 12 January 2022
Taiwan December export value historically second highest monthly level, says MOF
Taiwan recorded a total export value of US$40.72 billion for December 2021, the historically second-highest monthly level, exceeded only by the US$ 41.58 billion recorded in the preceding...
Wednesday 12 January 2022
Synnex Technology International December revenues hit record for second time straight
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$50.532 billion (US$1.81 billion) for December, hitting monthly...
Tuesday 11 January 2022
Highlights of the day: Rising costs may dent TSMC profit in 2022
Strong demand for foundry services is expected to boost TSMC's 2022 sales, but its profits for this year may be dented...
Tuesday 11 January 2022
IoT, AIoT market scale estimated to see CAGR of 30% by 2026
The market scale for IoT and AIoT applications is expected to sustain a CAGR of over 30% to top US$80 billion by 2026, according to market estimates, thanks to concerted efforts by...
Tuesday 11 January 2022
Inventec December shipments slip on month; Compal sees rising volumes
Inventec's notebook shipments reached only 1.8 million units in December, down around 10% from November, with the ODM being the only top-4 maker to see an on-month decline. Meanwhile,...
Tuesday 11 January 2022
Automotive cooling fan maker sees order visibility extended to 1Q23
Automotive cooling fan supplier Yen Sun Technology has seen order visibility extended to the first quarter of 2023, and is set to proceed with capacity expansions to better fulfill...
Tuesday 11 January 2022
OLED DDI demand to boom for handset, automotive applications in 2022
OLED display drive IC (DDI) demand for handset and automotive applications is set to grow sharply in 2022 allowing DDI backend specialists ChipMos Technologies and Chipbond Technology...
Monday 10 January 2022
Lead times for high-end SoC testers extend to over 6 months, says Advantest
It will take at least six months for Advantest to deliver its high-end SoC testing equipment as shortage of key chip components needed to power the equipment has constrained the company's...
Monday 10 January 2022
Quanta, Wistron enjoy strong revenue increases in December
Quanta Computer and Wistron have both announced increases in December revenues, with their total sales for 2021 rising significantly.
Monday 10 January 2022
Taiwan foundries may freeze quotes in 2Q22
Taiwan pure-play foundries are likely to freeze their quotes in the second quarter of 2022, as their fabless and IDM clients find it increasingly difficult to pass rising costs onto...
Monday 10 January 2022
Apple devices supply chain to sustain strong shipments till Chinese New Year
Shipments from supply chain partners for Apple devices are expected to remain in high gear through at least Chinese New Year holiday in early February, as buying sentiment for iPhones,...
Friday 7 January 2022
Highlights of the day: TSMC likely to spend more on capacity expansion
Demand for foundry services has been so strong that TSMC may have to raise its capex budget for 2022 in order to accelerate...
Friday 7 January 2022
AUO showcases cutting-edge AmLED technology at CES 2022
After introducing advanced AmLED display technology for creator and gaming laptops in 2021, AU Optronics (AUO) has partnered up with leading PC vendors Acer, Asus, Gigabyte Technology...