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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...
Tuesday 28 September 2021
Uncertainty in China power reduction policy haunting supply chains
A number of Chinese provinces are enforcing power cuts in line with the country's energy consumption and carbon reduction goals, catching many firms off guard, and it remains unknown...
Tuesday 28 September 2021
Graphics card supply stays tight
The supply of graphics cards remains tight despite China's crackdown on cryptomining, with demand set to continue outpacing supply and pushing up prices through the first half of...
Tuesday 28 September 2021
PCB makers set to work overtime in China starting October 1
Taiwan PCB makers, particularly those in the supply chain of new iPhones, are set to step up overtime production starting October 1 to better fulfill orders from Apple following a...
Tuesday 28 September 2021
LCD panel prices to continue sliding
LCD panel prices will likely continue trending downward until the end of the first quarter or the beginning of the second quarter in 2022, according to industry sources in China.
Tuesday 28 September 2021
Leadframe supply to stay tight through end-2022
Supply of leadframes for wirebonding packaging has been tight and will remain so through the end of 2022, which may be compounded if China's ongoing power curbs extend into fourth-quarter...
Tuesday 28 September 2021
China power cuts unlikely to impact foundry sector
With the foundry sector being excluded from those that China's local governments have asked to curb power use by halting production for one or more days per week, output at wafer...
Tuesday 28 September 2021
Taiwan PCB firms asked to halt production in China
Taiwan-based PCB makers with manufacturing plants in Suzhou and Kunshan, China have been required to suspend production at their local fabs September 26-30 due to government-led power...
Monday 27 September 2021
China-based Ferrotec, Xtek begin production of 12-inch reclaim wafers
China-based Ferrotec Holdings and Xtek Semiconductor (Huangshi) have kicked off production of 12-inch reclaim wafers, becoming the industry pioneers in the country, according to industry...
Monday 27 September 2021
OSATs in Suzhou concerned more about labor shortage than power reduction
Taiwan's OSATs have seen their plants in Suzhou, Jiangsu province little affected by a power supply cut enforced by China under its carbon reduction policy, but they are more concerned...
Monday 27 September 2021
Li Auto lowers delivery projections for 3Q21 on chip shortages
China's new energy car maker Li Auto is lowering sales projections by 500-1,500 units for the third quarter as semiconductor shortages persist.