Taiwan-based lead frame makers are expected to see business opportunities from China-based vendors' adoption of POB (package-on-board) miniLED backlighting for LCD TVs, according to industry sources.

IC distributor WPG Holdings expects to post sequential revenue and profit drops in the second quarter of 2022, due to the impact of COVID-induced lockdowns in China on both its supply chain and end-market consumer electronics demand.

Fab toolmaker All Ring Tech has landed significant orders from chipmakers, such as TSMC and ASE Technology, which have stepped up their advanced packaging capacity expansions, according to industry sources.

Taiwan-based industrial PC makers have moved to adjust their inventory levels amid the easing of chip and component shortages, according to industry sources.

Taiwan-based power semiconductor suppliers including Actron Technology and Eris Technology are aggressively utilizing manufacturing and supply-chain resources from their affiliated companies, looking to operate on an IDM-like mode to effectively grow their businesses in the automotive, industrial and other high-margin fields, according to industry sources.

Tejas Networks, an optical, broadband, and data networking products company under the Indian conglomerate Tata is open to more acquisitions and partnerships. Speaking to Digitimes Asia recently, Sanjay Nayak, CEO and MD of Tejas, explained that the goal was to gain access to technologies that would enable the company to reach out to target customers.

LCD display driver IC (DDI) prices, particularly those for handsets, are poised to fall further in the second quarter of 2022, and even handset-use OLED DDI prices are likely to fall slightly, according to industry sources in Taiwan.

Renesas Electronics has announced an integrated automotive ECU virtualization platform that enables designers to integrate multiple applications into a single ECU that are safely and securely separated from each other to avoid interference. The solution enables customers to adopt new electrical-electronic (E/E) architectures using MCU-based zone ECUs supporting multiple logical ECUs on one physical ECU, said the vendor.

Brand notebook vendors have cut back orders with suppliers in 2022, particularly orders for Chromebooks, and have also revised downward annual shipment targets, according to sources at IC design houses.

Power management IC suppliers, including those engaged mainly in the consumer electronics field, continue to see their supply remain constrained, according to industry sources.

Ofuna Technology has enjoyed a strong pull-in of orders from ABF substrate suppliers looking to carry out their capacity expansion projects, according to the Taiwan-based company specializing in mechanical drilling services and metal cutting equipment.