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Global supply chain: China market
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IN THE NEWS
Thursday 31 March 2022
China lockdowns cause major supply chain headaches
China's zero-COVID policy has resulted in lockdowns in Jilin, Shenzhen, and Shanghai. While operations for major manufacturers have not been heavily affected, the lockdowns are still...
Wednesday 30 March 2022
Supply chains control inventory levels amid global uncertainties
China's zero-COVID policy and sudden citywide lockdowns in Shenzhen and Shanghai are testing the flexibility and responsiveness of supply chain companies.
Wednesday 30 March 2022
5G PA foundry capacity utilization falls on sluggish China demand
Handset-use power amplifier (PA) inventory adjustments at Chinese vendors will last into the second quarter of the year with demand showing no signs of recovery, driving down GaAs-based...
Wednesday 30 March 2022
MediaTek, Qualcomm likely to cut quotes for 5G SoCs in 2Q22
A price war between major 5G handset AP suppliers MediaTek and Qualcomm is likely to kick off in the second quarter of the year, while China-based smartphone vendors are slowing down...
Tuesday 29 March 2022
Concerns raised about COVID impact on IC, IT sectors
Concerns have been raised about the impact of COVID lockdowns in China on the IC and IT industry supply chains this year.
Tuesday 29 March 2022
IC design houses conservative about shipments for handsets
Taiwan-based IC design houses are cautious about their shipments for handsets in the second quarter of 2022, and are uncertain about their sales prospects for the third quarter, despite...
Tuesday 29 March 2022
Hyundai, BAIC inject US$942 million into Beijing JV
Hyundai Motor is injecting US$471 million into Beijing Hyundai, its joint venture in China with Beijing Automotive Industry (BAIC), despite weak sales, according to South Korean media...
Tuesday 29 March 2022
DRAM, NAND flash spot prices start falling in March
Spot market prices for DRAM and NAND flash memory have fallen at a rapid pace since the middle of March, according to industry sources.
Tuesday 29 March 2022
Pegatron silent about lockdown impact on iPhone production
Pegatron has declined to comment on the impact of the ongoing coronavirus-induced lockdown on its iPhone production plant in Pudong, Shanghai. But industry observers said the plant...
Monday 28 March 2022
Tesla reportedly suspends production for 4 days in Shangahi amid COVID lockdown
Tesla is suspending production at Shanghai, the largest manufacturing base of the EV maker, for four days beginning...
Monday 28 March 2022
TSMC says production unaffected by COVID lockdown in Shanghai
China has started locking down Shanghai in two phases for mass Covid-19 testing starting today (March 28) amid a resurgence of coronavirus infections. TSMC and other Taiwan-based...
Monday 28 March 2022
Semiconductor firms navigating M&A challenges
Semiconductor companies around the world are weighing the risks and opportunities of M&A (mergers and acquisitions) deals, which could play an important role in advancing their...
Friday 25 March 2022
EV makers squeezed by material price hikes
China's electric vehicle (EV) battery makers are reportedly brewing a boycott against materials suppliers, as the materials prices have hiked to "intolerable" levels, according to...
Friday 25 March 2022
Foundries remain aggressive in fab capacity expansions
TSMC, Samsung Electronics, China's SMIC and other foundries are all poised to carry out their aggressive capacity expansion plans, despite heightened macroeconomic uncertainty.
Friday 25 March 2022
IC designer Amlogic turns to automotive, Wi-Fi chips
China's IC designer Amlogic Inc expects Wi-Fi and automotive chips to further spur its growth, after the smart TV market gets more competitive, according to the company.