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Friday 1 October 2021
China power policy to determine pace of production relocation
It remains to be seen whether the ongoing China power restrictions will accelerate production relocation by manufacturers operating plants there, hinging largely on whether the restrictions...
Friday 1 October 2021
Component makers concerned about impact of China power cuts
Component suppliers with manufacturing operations in Kunshan and Suzhou have expressed concerns about the impact of government-led power cuts on their local plants in China, and are...
Friday 1 October 2021
Samsung and Korea: Which side to take in US-China trade war?
China accounts for 60% of the global semiconductor market, with 61% of South Korea's semiconductor exports expected to go to China in 2021. Similar export patterns apply to Taiwan...
Thursday 30 September 2021
Server supply to remain constrained through mid-2022
The supply of servers will stay constrained through the middle of next year, due mainly to shortages of small ICs, according to industry sources.
Thursday 30 September 2021
LCD panel prices unlikely to fall below cash cost levels, says Innolux
LCD panel prices are expected to fall at a slower pace in the fourth quarter of 2021 and become relatively stable in the first quarter of 2022 as China power restrictions will help...
Thursday 30 September 2021
China power cuts may impact more than chips shortage
If China implements power restrictions as a long-term policy, its impact on the global semiconductor and electronics supply chains will be greater than that of chips shortage that...
Thursday 30 September 2021
GSEO says China factories not impacted by electricity restrictions
Optical lens module maker Genius Electronic Optical (GSEO) has indicated its factories in Xiamen, southeastern China, have not been affected by the local government's restriction...
Wednesday 29 September 2021
Highlights of the day: China power restrictions hitting notebook supply chain
Notebook component suppliers in China are making contigency plans to cope with the country's power restrictions and...
Wednesday 29 September 2021
Chip M&A deals reach US$22 billion in first 8 months of 2021
After a record-high start in the first quarter of 2021, semiconductor merger and acquisition announcements cool off a bit without the "megadeals" seen in 2020, according to IC Insi...
Wednesday 29 September 2021
China smartphone adoptions push up local OLED production
China-based smartphone vendors have increasingly adopted locally-produced OLED panels for high-end models, helping Chinese panel makers challenge Samsung Display's dominance in the...
Wednesday 29 September 2021
Notebook supply chain braces for impact of China power restrictions
The notebook supply chain is prepared for the potential impact of China's power cut policy, which has hit local factories in many Chinese provinces, according to industry sources.
Wednesday 29 September 2021
Backend firms optimistic about demand for smartphone APs in 1Q22
Backend firms have received engineering samples of next-generation smartphone APs from vendors such as Qualcomm and MediaTek, and expect a particularly strong first-quarter 2022 for...
Wednesday 29 September 2021
China smartphone vendors cautious about placing orders, say component suppliers
PCB and other handset component suppliers continue to see their China-based brand customers remain cautious about placing orders thus far in the second half of 2021, with order visibility...
Tuesday 28 September 2021
Pegatron expects no major material impact from China power cuts
Despite China imposing power cuts on factories, Pegatron expects no major material impact on its operations in the country.
Tuesday 28 September 2021
Highlights of the day: China power restrictions hitting industries
China has imposed a power cut policy that has hit many factories in many of provinces. Taiwan-based PCB makers who...