Monday 6 June 2022
Demand for LED outdoor displays slips due to China lockdown
Demand for large-size LED outdoor displays has shrunk since April 2022 due to COVID lockdowns in China, with LED device shipments having slipped 20% and LED chip prices having dropped...
Monday 6 June 2022
Taiwan manufacturing sector may come under larger pressure in 2H22
Taiwan's manufacturing industries are likely to come under larger operational pressure arising from adverse macroeconomic situations in second-half 2022, according to National Development...
Monday 6 June 2022
Factories in Shanghai unlikely to run regularly until after mid-June
The notebook supply chain in Shanghai is unlikely to fully resume regular operation until after mid-June and related companies' second-quarter revenues are expected to be undermined,...
Thursday 2 June 2022
Taiwan makers in China still at lockdown risks, says MOEA
While the government of Shanghai on June 1 lifted its COVID lockdown, Taiwan-based manufacturers in the Chinese city and surrounding areas will still face risks arising from uncertainties,...
Thursday 2 June 2022
Japanese carmakers hit hard by China lockdowns
Eight Japanese carmakers have reported global output falls by a combined 21% year-on-year in April (about 1.63 million vehicles), as the shortages of automotive chips and parts continue...
Thursday 2 June 2022
Cutting DDI production orders not an easy deal: Q&A with Chipbond Technology chair Fei-Jain Wu
Taiwan-based Chipbond Technology, now holding the world's largest backend capacity for panel display driver ICs (DDI), continues to deepen cooperation with local OSAT Orient Semiconductor...
Thursday 2 June 2022
IC backend plants in Shanghai to see capacity utilization rebound
Taiwan-based IC backend houses with plant operations in Shanghai are expected to see their plant capacity utilization rates rebound to 90% between June and July as COVID lockdown...
Wednesday 25 May 2022
2022 ASC 100: Taiwan notebook ODMs to continue riding high
Taiwan-based top-four notebook ODMs - Compal Electronics, Quanta Computer, Wistron and Inventec - all are on the Asia Supply Chain (ASC) top 100 list, with Compal ranked ahead of...
Tuesday 24 May 2022
BYD monthly sales jump, defying lockdown disruptions
BYD has reported strong sales growth for April, defying supply chain disruptions. In the same month, China's automobile production declined by half due to COVID lockdowns.
Monday 23 May 2022
SEA roundup: China lockdown disrupts supply chain in Thailand
Thailand is seeing delivery of goods delayed from China due to lockdowns in major ports; SpaceX's starlink is expected to kickstart in Malaysia and the Philippines next year.
Friday 20 May 2022
Acer enjoys robust commercial notebook sales
Acer has enjoyed robust commercial notebook sales despite the impact of inflation and the Russia-Ukraine war on its overall sales performance, according to company CEO and chairman...
Friday 20 May 2022
IC design houses bracing for cutback in orders from China handset brands
Taiwan-based IC design houses particularly LCD driver IC firms continue to see their China-based handset clients decelerate their pace of orders, bracing for a potential cutback in...
Thursday 19 May 2022
Quanta mulls relocating MacBook production to Chongqing plant
Quanta Computer is mulling the feasibility of relocating production of Apple's MacBook Pros to its plant in Chongqing, southwestern China, as output at its Shanghai plant in the eastern...
Thursday 19 May 2022
Six-inch fab capacity to stay full utilized through 3Q22
Six-inch IC foundries, such as Mosel Vitelic and Nuvoton Technology, continue to run their fabs at full capacity utilization despite a recent slowdown in orders for LCD driver chips...
Wednesday 18 May 2022
SMIC, Hua Hong show mixed business outlook for 2Q22
China's top foundry Semiconductor Manufacturing International Corp (SMIC) has estimated the Shanghai lockdown could reduce its production by 5% in the second quarter, while another...
Research Report Database
Summary of Tech Supply Chain News!
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