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Tuesday 5 October 2021
Companies moving orders from Vietnam to China amid COVID-19
Many enterprises have shifted their orders or some production capacities from Vietnam to China amid COVID-19 lockdowns in the Southeast Asian country, according to a Vietnamese report...
Tuesday 5 October 2021
CSOT display module plant in India to begin volume production in November
CSOT's display module plant in India is set to begin volume product in mid-November, according to reports from Chinese media.
Tuesday 5 October 2021
Network communications makers diversify production bases amid material shortage, China power shortage
Although materials in the fourth quarter are still in short supply, companies are starting to get a better handle on the pace of supply and demand and expect operations to improve,...
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...
Tuesday 5 October 2021
Samsung: Is there room for complacency in memory sector?
According to some statistics, China imported US$350 billion of semiconductors in 2020, double the amount of US$176 billion in oil imports. It is estimated that US$450 billion of semiconductors...
Monday 4 October 2021
NOR flash to remain tight through 2022
The supply of NOR flash memory has been relatively tight compared to that of DRAM and NAND flash memory, and is expected to remain short of demand through 2022, according to industry...
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...
Monday 4 October 2021
China January-August software revenues estimated at over CNY5,971 billion
China's software industry consisting of 40,609 companies generated total revenues of CNY5,971.005 billion (US$921.81 billion) in January-August 2021, growing 20.8% on year, according...
Monday 4 October 2021
China EDA firm Primarius to be listed in Shanghai
China-based EDA (electronic design automation) tool provider Primarius Technologies has been approved to be listed on Science and Technology Innovation Board of the Shanghai Stock...
Monday 4 October 2021
SPACs drive M&A deals in Asia, says UBS
Mergers and acquisitions (M&A) in Asian countries (excluding Japan) during the first half of 2021 reached the second highest in history with a 69.6% year-on-year increase in value...
Friday 1 October 2021
China power policy to determine pace of production relocation
It remains to be seen whether the ongoing China power restrictions will accelerate production relocation by manufacturers operating plants there, hinging largely on whether the restrictions...
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...
Friday 1 October 2021
Samsung and Korea: Which side to take in US-China trade war?
China accounts for 60% of the global semiconductor market, with 61% of South Korea's semiconductor exports expected to go to China in 2021. Similar export patterns apply to Taiwan...
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...