Out in Front
China power curbs
China implemented power restrictions around the end of September 2021 with many provincial governments demanding local factories to halt production in order to meet their quota.

The policy has led to increased costs for many local IT companies and may even lead to shipment disruption.
Friday 19 August 2022
Innolux to scale back output further
Innolux plans to scale back further its output, which will result in an 11-13% shipment decline sequentially in the third quarter, according to sources at the panel maker.
Tuesday 16 August 2022
Power cuts in China's Sichuan to constrain output at local plants
Power restrictions imposed by the government of Sichuan Province, China, from August 15 to August 20 will constrain production at local plants including those for notebook computers...
Monday 29 November 2021
Will China power shortage help LCD prices?
The power crisis in China has reduced the output of LCD panels used for TVs. With the panel price expected to return to normal, South Korean companies such as Samsung Display (SDC)...
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...
Thursday 30 September 2021
GSEO says China factories not impacted by electricity restrictions
Optical lens module maker Genius Electronic Optical (GSEO) has indicated its factories in Xiamen, southeastern China, have not been affected by the local government's restriction...
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
Graphics card supply stays tight
The supply of graphics cards remains tight despite China's crackdown on cryptomining, with demand set to continue outpacing supply and pushing up prices through the first half of...
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...
Tuesday 28 September 2021
Everlight to begin small-volume shipments for miniLED BLUs for automotive displays in 4Q21
LED packaging service provider Everlight Electronics will begin shipping miniLED backlight units (BLU) for automotive central information displays and dashboards in small volumes...
Tuesday 28 September 2021
Leadframe supply to stay tight through end-2022
Supply of leadframes for wirebonding packaging has been tight and will remain so through the end of 2022, which may be compounded if China's ongoing power curbs extend into fourth-quarter...
Tuesday 28 September 2021
China power cuts unlikely to impact foundry sector
With the foundry sector being excluded from those that China's local governments have asked to curb power use by halting production for one or more days per week, output at wafer...
Tuesday 28 September 2021
Taiwan PCB firms asked to halt production in China
Taiwan-based PCB makers with manufacturing plants in Suzhou and Kunshan, China have been required to suspend production at their local fabs September 26-30 due to government-led power...
Monday 27 September 2021
OSATs in Suzhou concerned more about labor shortage than power reduction
Taiwan's OSATs have seen their plants in Suzhou, Jiangsu province little affected by a power supply cut enforced by China under its carbon reduction policy, but they are more concerned...
Monday 27 September 2021
Components plants in China suffering from power cuts
As part of its carbon reduction efforts, China is enforcing varying degrees of power cuts and rationing on industrial users in at least five provinces including Jiangsu and Guangdong,...