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NEWS TAGGED CHINA POWER CURBS
Friday 22 October 2021
Supply-side factors may constrain 5G smartphone shipment growth in 2022
Supply-side factors, including particulary shortages of power management IC (PMIC) and other components as well as power cuts in China, are very likely to constrain the overall 5G...
Monday 18 October 2021
Orders for iPhone 13 series see no major changes until mid-November
Despite reports claiming Apple would cut its orders for the iPhone 13 series, sources from related camera module component suppliers have pointed out that their orders for October...
Thursday 14 October 2021
China power restrictions to challenge supply chains in the long term
Supply chains are moving to cope with China's power reductions in one way or another, with the prospect the restrictions may become a long-term policy and will inevitably drive up...
Tuesday 12 October 2021
TPK expects slight impact on China plants from power supply restrictions
Touch solution provider TPK Holding has said its plants in southeastern China will cope with local governments' restrictions on power supply by adjusting production schedules and...
Thursday 7 October 2021
Packaging leadframe supply stays tight with order visibility clear till 2023
The supply of leadframes for chip packaging has been tight, with the visibility of orders from international IDMs for automotive and industrial applications extended to 2023, according...
Wednesday 6 October 2021
Kunshan plants hit by power cuts, but Nan Ya ABF substrate fab unaffected
Taiwan-based makers with factory operations in Kunshan of China's Jiangsu provinces were notified on October 5 by the local government about immediate power cuts, and have expressed...
Tuesday 5 October 2021
China power cuts may ease inventory cost pressure on component makers
China's government-led electricity restrictions may help ease inventory cost pressure on makers of components that are not in short supply, as they can take the opportunity to raise...
Monday 4 October 2021
Backend houses in Taiwan may benefit if China power cuts linger
The development of the China power restriction policy will have to be observed for at least one year before assessing changes it may pose to electronics supply chains or whether backend...
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...
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...
Wednesday 29 September 2021
Leadframe maker I-Chiun to ready new capacity in 1Q22
Leadframe maker I-Chiun Precision Industry plans to further expand production capacity for another two product lines - heat spreaders and LED photocouplers - by 30% each, with the...