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NEWS TAGGED INVENTORY
Monday 18 October 2021
Commodity DRAM prices likely to fall 15-20% in 1Q22
Following peak shipments in the second and third quarters, the memory sector has entered a period of correction in the fourth quarter of 2021 that may last for 1-2 quarters, and commodity...
Monday 18 October 2021
Chipmakers cautious about overbooking for consumer applications in 4Q21
Shipments of display driver ICs (DDI) for Chromebook and large-size TV applications are apparently slowing down on seasonality in the fourth quarter, but the supply of networking...
Friday 15 October 2021
Chip shortage causes uneven inventories, says Acer chairman
Notebook inventories held by Acer's channel distributors are pretty low. The PC vendor still has a large backlog of orders from international distributors as uneven inventories across...
Wednesday 13 October 2021
Taiwan DDI suppliers poised to generate significant revenue increases in 2021
Despite uncertainty emerging over the demand outlook for the fourth quarter, Taiwan-based display driver IC (DDI) specialists are all poised to generate signifiant revenue increases...
Wednesday 13 October 2021
Passive component makers conservative about 4Q21
Most Taiwan makers of passive components are conservative about their revenue performance for the fourth quarter of 2021 due to power cuts in China and the seasonality, according...
Thursday 7 October 2021
Pure-play foundries poised to enjoy profit growth in 2022
Rising wafer ASPs will continue to drive pure-play foundries' profit increases next year, according to industry sources.
Tuesday 5 October 2021
Highlights of the day: Chipmakers face inventory management problems
The IC industry sees uneven inventory in different segments, with short supply of power management ICs and other mature...
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
Chipmakers striving to cope with uneven inventories across different chips
Chipmakers have experienced a worsening shortage of power management ICs and other mature chips, while having relatively high inventories of handset application processors and other...
Friday 1 October 2021
Memory chipmakers under pressure to offload inventory
Memory chip vendors are increasingly under pressure to offload inventory, and have turned aggressive demanding downstream module houses to take delivery of chips starting September,...
Thursday 30 September 2021
Notebook vendors remain optimistic about 1H22
Notebook vendors including Dell and Asustek Computer remain upbeat about their shipments in the first half of 2022, and have already placed orders for next year with their chip suppliers,...
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...
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
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
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...