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Monday 18 October 2021
Output of panel components, LCD modules in China falls 30% due to power restrictions
Local governments' restricting power supply in China has led to decreases in utilization of production capacities at LCD panel supply chain makers' factories mostly in southern and eastern China to about 60%, and consequently, output of panel components and LCD modules has dropped by about 30%, according to AVC Revo.
LATEST STORIES
Friday 15 October 2021
Demand for non-TV-use panels remains robust, says AUO chairman
While global demand for TVs has decreased, global demand for TFT-LCD panels used in business-use notebooks and monitors, commercial and automotive displays, customized displays has been strong and is expected to remain until the end of 2021 at least, according to chairman Paul Peng for AU Optronics (AUO).
Friday 15 October 2021
Will foundry expansions lead to capacity glut?
Many IDMs and pure-play foundries, including second-tier ones, are all poised to expand their fab capacities sparking concerns that the arrival of the additional capacities could result in a glut of processed wafers.
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 production costs, according to industry sources.
Tuesday 12 October 2021
Will Samsung beat TSMC in GAA process segment?
Samsung Electronics has outlined plans to move its 3nm GAA process to volume production in the first half of 2022, which could allow the South Korea-based foundry to beat TSMC in the GAA process race, according to industry sources.
Friday 8 October 2021
Notebook ODMs see shipments disappoint
Notebook ODMs saw their shipments disappoint for China's just-ended National Day holiday, which may indicate a particularly weak fourth-quarter this year with the year-end Christmas shopping season likely to see lower sales momentum than the past years, according to industry sources.
Friday 8 October 2021
Ennostar expanding miniLED backlighting capacity
Ennostar, a holding firm jointly established by LED epitaxial wafer and chip maker Epistar and vertically-integrated LED maker Lextar Electronics, will expand production capacity for miniLED backlighting by 20-30% in the fourth quarter of 2021 and further double the end-of-2021 capacity in 2022, according to company chairman Lee Biing-jye.
Friday 8 October 2021
Who will assemble Apple car for Apple?
If there will be an Apple Car, who will assemble it? Sources at suppliers speculated that Apple might have had a grip on most key components up until now and that the speed Apple makes adjustments with suppliers seems faster than before.
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 to industry sources.
Thursday 7 October 2021
Tensions rise for Korean Internet giants Kakao, Naver
South Korean companies from chaebols (large family-owned businesses) to network platform authorities to large Internet companies such as Kakao, Naver and Coupang, are starting to feel tense. Contributing factors include the upcoming South Korean presidential election that will be held in March 2022, as well as Samsung Group chairman Lee Jae-Yong's recent parole from prison.
Thursday 7 October 2021
Huawei VC arm makes investment in another IC firm
Huawei's venture arm Hubble Technologies has made investments in a number of China-based IC companies, including its latest investment in Chongqing Wuqi Tech, which develops AIoT chips, according to industry sources in China.
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 concerns that such restrictions could repeat randomly in the future, according to industry sources.
Wednesday 6 October 2021
Memory module firms cautious about end-market demand in China
End-market demand in China has been sluggish, with sales during China's National Day holiday being a disappointment, according to sources at memory module houses.
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
SE Asia startup Carousell becomes unicorn
Singapore's second-hand shopping site Carousell Group has raised US$100 million in the latest round of fundraising, led by South Korea-based private-equity firm STIC Investments.