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IN THE NEWS
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...
Thursday 30 September 2021
GSEO says China factories not impacted by electricity restrictions
Optical lens module maker Genius Electronic Optical (GSEO) has indicated its factories in Xiamen, southeastern China, have not been affected by the local government's restriction...
Wednesday 29 September 2021
Highlights of the day: China power restrictions hitting notebook supply chain
Notebook component suppliers in China are making contigency plans to cope with the country's power restrictions and...
Wednesday 29 September 2021
Chip M&A deals reach US$22 billion in first 8 months of 2021
After a record-high start in the first quarter of 2021, semiconductor merger and acquisition announcements cool off a bit without the "megadeals" seen in 2020, according to IC Insi...
Wednesday 29 September 2021
China smartphone adoptions push up local OLED production
China-based smartphone vendors have increasingly adopted locally-produced OLED panels for high-end models, helping Chinese panel makers challenge Samsung Display's dominance in the...
Wednesday 29 September 2021
Notebook supply chain braces for impact of China power restrictions
The notebook supply chain is prepared for the potential impact of China's power cut policy, which has hit local factories in many Chinese provinces, according to industry sources.
Wednesday 29 September 2021
Backend firms optimistic about demand for smartphone APs in 1Q22
Backend firms have received engineering samples of next-generation smartphone APs from vendors such as Qualcomm and MediaTek, and expect a particularly strong first-quarter 2022 for...
Wednesday 29 September 2021
China smartphone vendors cautious about placing orders, say component suppliers
PCB and other handset component suppliers continue to see their China-based brand customers remain cautious about placing orders thus far in the second half of 2021, with order visibility...
Tuesday 28 September 2021
Pegatron expects no major material impact from China power cuts
Despite China imposing power cuts on factories, Pegatron expects no major material impact on its operations in the country.
Tuesday 28 September 2021
Highlights of the day: China power restrictions hitting industries
China has imposed a power cut policy that has hit many factories in many of provinces. Taiwan-based PCB makers who...
Tuesday 28 September 2021
Uncertainty in China power reduction policy haunting supply chains
A number of Chinese provinces are enforcing power cuts in line with the country's energy consumption and carbon reduction goals, catching many firms off guard, and it remains unknown...
Tuesday 28 September 2021
Graphics card supply stays tight
The supply of graphics cards remains tight despite China's crackdown on cryptomining, with demand set to continue outpacing supply and pushing up prices through the first half of...
Tuesday 28 September 2021
PCB makers set to work overtime in China starting October 1
Taiwan PCB makers, particularly those in the supply chain of new iPhones, are set to step up overtime production starting October 1 to better fulfill orders from Apple following a...
Tuesday 28 September 2021
LCD panel prices to continue sliding
LCD panel prices will likely continue trending downward until the end of the first quarter or the beginning of the second quarter in 2022, according to industry sources in China.
Tuesday 28 September 2021
Leadframe supply to stay tight through end-2022
Supply of leadframes for wirebonding packaging has been tight and will remain so through the end of 2022, which may be compounded if China's ongoing power curbs extend into fourth-quarter...