Although the IT market has been gradually recovering from the COVID-19's impact, many companies still stayed cautious about the market's conditions in the near future with IPC firms seeing improved chip supply recently, but expecting the shortages not experiencing any major improvement any time soon. DRAM vendors are also pushing to upgrade their process technology instead of capacity expansion. Notebook ODMs are currently having weak visibility of operation in 1Q22 as the market's condition will heavily depend on year-end holiday sales.
IPC firms see chip shortage improving: Chip shortages are not as severe as seen in the first half of 2021, but are unlikely to ease significantly in the short term, according to sources at Taiwan-based industrial PC (IPC) makers.
DRAM vendors stay cautious about capacity expansions: The world's top-3 DRAM vendors will see their combined production capacity stay flat or increase only slightly in 2022, due to their focus on process technology transitions rather than the installation of new equipment and facilities for capacity expansions, according to market sources.
Notebook ODMs uncertain about shipment prospects for 1Q22: Notebook ODMs are still uncertain about their shipment prospects for the first quarter of 2022, despite their positive views about the overall operations next year, according to industry sources.
