China lockdown
Surging COVID-infections have sent China locking down major manufacturing hubs, including Shanghai and Kunshan.
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
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...
Thursday 2 June 2022
Industries and logistics support each other
Taiwan and South Korea, both strong in high-tech industries, saw their exports increase by 29.4% and 25.8% annually respectively in 2021. Korean Airlines, China Airlines, and EVA...
Wednesday 1 June 2022
Zhen Ding remains upbeat about 2022 sales prospects
PCB manufacturer Zhen Ding Technology remains optimistic about its sales performance for 2022, with its BT substrate revenue reaching at least NT$5 billion (US$170 million).
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.
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
March handset sales fall in China
China's handset shipments came to about 21.46 million units in March 2022, down 40% from a year earlier, with 5G smartphone shipments falling 41% on year to 16.19 million units, according...
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...
Tuesday 17 May 2022
Advantech expects mild decline in 2Q22 revenues due to China lockdowns
Industrial computing solution provider Advantech expects second-quarter 2022 consolidated revenues to decrease 1.4-5.0% sequentially due to impact of COVID lockdowns in China, according...
Tuesday 17 May 2022
Chenbro sees 50% of April orders affected by China lockdown
Server chassis maker Chenbro Micom estimates as much as 50% of customer orders were affected by the COVID lockdowns in China during April.
Tuesday 17 May 2022
Brand notebook vendors cut orders for 2022
Brand notebook vendors have cut back orders with suppliers in 2022, particularly orders for Chromebooks, and have also revised downward annual shipment targets, according to sources...
Tuesday 17 May 2022
LED firm Brightek cautious about 2Q22
LED packaging specialist Brightek Optoelectronic has expressed caution about its business prospects for the second quarter, when sales are expected to hit bottom for 2022.
Monday 16 May 2022
Radiant LED BLU shipments down 52% in Aprilr
Radiant Opto-Electronics shipped 6.025 million LED backlight units (BLUs) in April, declining 52.0% sequentially, due mainly to China lockdown impacts.
Monday 16 May 2022
Qaunta, Inventec positive about 2H22 notebook shipments
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers...