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Global supply chain: Emerging markets
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Wednesday 26 May 2021
Networking device makers continue to move production lines out of China
Taiwan-based networking device assemblers continue to relocate their production lines from China back to Taiwan or to Southeast Asia, despite a recent surge in COVID-19 infections...
Wednesday 26 May 2021
Taiwan at the crossroads: China-free or China+?
Global supply chain restructuring that is being accelerated by the US-China trade war and the COVID-19 pandemic gears toward two directions in view of geopolitical factors: "China+1"...
Tuesday 25 May 2021
Vietnam province locks down industrial zones amid pandemic
With COVID-19 resurging in northern Vietnam, the country's Bac Giang Province has announced to lock down four of its six industrial zones to prevent the spread of the disease, according...
Tuesday 25 May 2021
Taiwan handset makers likely not eligible for India incentives
Taiwan's handset supply chain makers who have participated in India's five-year production-linked incentive (PLI) scheme, such as Foxconn Technology, may not be eligible for the incentives...
Wednesday 19 May 2021
Vingroup reports staggering growth in 1Q21 earnings
Vietnam-based conglomerate Vingroup has reported net profits of VND2.1 trillion (US$90.84 million) for the first quarter of 2021, up 5-fold on year thanks to strong sales from its...
Wednesday 19 May 2021
Taiwan server ODMs brace for lockdown impact
Taiwan-based server ODMs are all capable of shifting production to their factory sites overseas if COVID-19 is spreading out of control in Taiwan resulting in a nationwide lockdown,...
Wednesday 19 May 2021
Chipmakers unlikely to cut back wafer starts at foundries
Fast decelerating handset sales in India and Southeast Asia have prompted China-based brand vendors to consider slashing their chip orders, but fabless chipmakers particularly those...
Tuesday 18 May 2021
COVID-19 rise casts shadow over IC market outlook
A resurgence of COVID-19 infections in India and Southeast Asia, as well as a spike in confirmed cases in Taiwan, may cast clouds on the IC market outlook this year, according to...
Monday 17 May 2021
MediaTek reiterates sales guidance for 2Q21
MediaTek has reiterated its sales guidance for the second quarter of 2021, despite concerns about demand deceleration in India and China.
Monday 17 May 2021
Notebook demand in Southeast Asia stays strong despite resurging pandemic
Demand for PCs from Southeast Asian countries remains robust despite the recent resurgence of the coronavirus pandemic there, according to Acer Pan Asia Pacific president Andrew Ho...
Friday 14 May 2021
Manufacturers renewing production relocation to Southeast Asia
A new wave of production regionalization is emerging with electronics manufacturers stepping up relocation from China to Southeast Asian countries, mainly Thailand, Vietnam and the...
Wednesday 12 May 2021
PCB maker Apex to see new plant come online starting July
Taiwan-based PCB maker Apex International, with main manufacturing operations in Thailand, expects to see its new plant come online starting July, with capacity at all its three plants...
Tuesday 11 May 2021
Highlights of the day: ICT orders from India slowing
The rampant pandemic in India has raised an alarm among ICT makers. Suppliers in the handset and PC sectors have seen...
Tuesday 11 May 2021
Suppliers see orders slowing for handsets, notebooks from India
ODMs and other suppliers engaged in the notebook and handset industry supply chains have seen orders from India start slowing down recently, as a resurgence of COVID-19 infections...
Tuesday 11 May 2021
Handset PCB makers turn cautious as orders slow down
HDI PCB manufacturers have turned cautious about their sales performance in the second quarter, as orders from Chinese handset clients are slowing down along with their sales declines...