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Friday 5 August 2022
Inventec, Quanta to embrace sales growth in 2H22
ODMs Inventec and Quanta are expected to post sales increases in the second half of 2022 despite market observers' anticipation of a particularly weak second half of the year for...
Thursday 4 August 2022
Panel production cuts outpaced by drops in demand
LCD panel makers have been cutting production, but their output still exceeds demand from TV brand vendors who have downward adjusted their panel procurement plans amid weakening...
Wednesday 3 August 2022
Notebook shipments may slip below 200 million units in 2022
Global notebook shipments will likely slip below 200 million units in 2022, due to a particularly weak second half of the year, according to sources at brand companies.
Tuesday 19 July 2022
Intel price increases may push PC vendors into early purchases
Intel reportedly plans to raise its processor prices which may push brand PC vendors into making purchases in advance, according to industry sources.
Friday 15 July 2022
Notebook vendors launch promotions to clear inventory
Brand notebook vendors have turned aggressive in launching price cuts to promote sales and digest inventories, particularly in the euro zone, China and North America, where consumer...
Friday 15 July 2022
Weak PC shipments to impact suppliers' cash flows in 2H22
Brand PC vendors may start seeing their cash flows affected negatively by shipment slowdowns and the risk of inventory losses in the second half of 2022, according to industry sour...
Thursday 14 July 2022
Notebook brands may not finish clearing excess inventory before September
Notebook brands are expected to cut their orders with ODMs due to the quickly rising inventory levels recently and their inventory adjustments are expected to last until the end of...
Thursday 30 June 2022
LCD TV panel prices to continue sliding in July
With LCD TV panel prices set to continue their slide, China-based TV brand vendors are negotiating more favorable payment terms, according to industry sources.
Thursday 30 June 2022
Memory chip price drops widen
Spot market prices for DRAM and NAND flash memory chips have started falling rapidly since late June, as downstream module and device companies offload their excess inventories, according...
Thursday 23 June 2022
Handset vendors see inventory swelling at channels
Channel dealers and retailers are suffering from excess smartphone inventories, casting a shadow on the overall handset market outlook for the second half of 2022, according to industry...
Tuesday 21 June 2022
Delta Electronics to extend to commercial brand
Power supply maker and energy management solution provider Delta Electronics, in line with business diversification, will extend its brand from the industrial to commercial sectors,...
Tuesday 21 June 2022
Taiwan foundries to see fab utilization rates stay above 90% in 2H22
TSMC and other major Taiwan-based foundries have been running their fabs at full capacity utilization, but may see their fab utilization rates drop in the third quarter due to cutbacks...
Tuesday 14 June 2022
MediaTek on track to meet 20% annual growth target
MediaTek may see its sales disappoint in the second half of 2022, attributed to China mobile phone brands cutting their sales goals for second-half 2022, but will still manage to...
Monday 6 June 2022
Enterprise SSD revenue up 14% in 1Q22, says TrendForce
Enterprise SSD revenue worldwide grew 14.1% sequentially to US$5.58 billion in the first quarter of 2022, according to TrendForce.
Friday 20 May 2022
IC design houses bracing for cutback in orders from China handset brands
Taiwan-based IC design houses particularly LCD driver IC firms continue to see their China-based handset clients decelerate their pace of orders, bracing for a potential cutback in...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research