China's Yangtze Memory Technologies (YMTC) has delivered samples of its in-house developed 192-layer 3D NAND flash memory to a few customers recently, according to industry sources.
Industrial computing solution provider Advantech expects second-quarter 2022 consolidated revenues to decrease 1.4-5.0% sequentially due to impact of COVID lockdowns in China, according to company CFO Eric Chen.
LED packaging specialist Brightek Optoelectronic has expressed caution about its business prospects for the second quarter, when sales are expected to hit bottom for 2022.
Radiant Opto-Electronics shipped 6.025 million LED backlight units (BLUs) in April, declining 52.0% sequentially, due mainly to China lockdown impacts.
China-based pure-play foundry Semiconductor Manufacturing International (SMIC) has reported first-quater 2022 sales, but omitted a revenue breakdown by manufacturing process nodes as it had usually disclosed previously.
The rapid growth of electric vehicles (EVs) and energy storage systems has intensified the short supply of lithium batteries, while battery materials prices are being further pushed up by manufacturers' overbooking of materials, according to Chinese media reports.
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Taiwan-based server makers Quanta Computer and Inventec are expecting shipments to grow in the second half of the year thanks to strong demand from US-based cloud service providers.
Japan-based multi-layer ceramic capacitor (MLCC) suppliers are seeing robust demand from emerging industries, such as 5G, AIoT, and future vehicles, according to industry sources.
South Korean steel manufacturer Posco has entered into an agreement with Taiwan-based solid-state battery developer ProLogium to supply cathode, anode, and solid electrolyte materials, according to the EV battery maker.
Shanghai-based analog chips foundry GTA Semiconductor has stepped up purchases from Naura Technology, ACM Research and other China-based semiconductor equipment makers to carry out its second-phase investment project in Lingang Special Area in the Shanghai Pilot Free Trade Zone.
TDK has announced plans to construct a new factory building at its manufacturing site in Kitakami, Japan's Iwate Prefecture, for automotive MLCCs. Construction of the factory is scheduled to begin at the end of the company's fiscal year (March 2023), and will be completed in June 2024.
Several Chinese carmakers, including XPeng, GAC Group and Leapmotor, shared their experiences on brand upgrading during a recent online forum, highlighting their efforts of catching up with foreign marques' joint ventures in China and expanding global market presence.
Taiwan's clean room engineering specialist Acter Group has seen a record high number of ongoing contract construction engineering projects, as semiconductor fabs in Taiwan and China continue their capacity expansion momentum.
Overall notebook production in China, which mainly takes place in major coastal cities in eastern China, is unlikely to return to pre-lockdown levels until July, according to industry sources. Insufficient manpower and logistical problems were cited as the main challenges.
