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Friday 20 May 2022
Ingrasys to unveil innovative modular server at Computex 2022
Ingrasys, a subsidiary of Foxconn Industrial Internet (Fii) and a member of Hon Hai Technology Group (Foxconn), announced that it will make its debut at Computex 2022 to unveil its latest cloud-to-edge solutions that focus on the theme "Your Data, Our Mission" at its virtual booth.
Friday 20 May 2022
Accurate understanding of AI limitations and capabilities helps maximize benefits
With the growing maturity of related technologies and application environments, AI has emerged as an important direction of industrial development, but only after enterprises learn well the limitations and capabilities of AI can they create maximum benefits with optimal AI solutions, according to industry experts.
Friday 20 May 2022
Mobo, graphics card makers to post substantial shipment drops in 2Q22
Motherboard and graphics card makers including Asustek Computer, Gigabyte Technology, and Micro-Star International (MSI) are all expected to post substantial drops in second-quarter shipments amid falling notebook and PC demand, according to industry sources. The decline is also attributed to the effect of the COVID-induced lockdowns in China on the global supply chain, the impact of the Russia-Ukraine war on raw material supply, and pressure from global inflation.
Thursday 19 May 2022
The rise of top 10 IC design companies in China
China, the world's leading consumer of semiconductors, is undergoing a third semiconductor shift in tandem with the development of 5G, consumer electronics, and AI. Owing to the shift of the semiconductor industry – growing downstream demand, and strong support from the government, China's IC design industry has grown rapidly in recent years.
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 region of the country continues to be constrained by lockdown restrictions, according to industry sources.
Wednesday 18 May 2022
3D measurement solutions gaining importance in EV production
As power systems of EVs differ greatly from those of oil-fueled cars, automakers require innovative technologies to manufacture and assemble key system components, leading to a growing demand for 3D measurement and quality inspection solutions to boost precision and accuracy of the components, according to Road Ahead Technologies Consultant (RATC), a 3D measurement solutions provider in Taiwan.
Wednesday 18 May 2022
IPC makers start inventory adjustments
Taiwan-based industrial PC makers have moved to adjust their inventory levels amid the easing of chip and component shortages, according to industry sources.
Tuesday 17 May 2022
WeavAir looking for specialized sensory chips suppliers for fully automated air-monitoring solution
Aware of the air quality and the impact of exhaust emissions since her days studying Ph.D., Natalia Mykhaylova and her team at WeavAir created an analytics tool to help clients in hospitality, retail, transportation, commercial, logistics, and industrial to monitor the changes in the air condition and contamination on-site, space maintenance needs, and energy efficiency in a continuous and adaptive way.
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 at IC design houses.
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
Semiconductor shortage to ease for wireless communications, says research firm
Wireless telecommunications has escaped the worst effects of the semiconductor shortage, and that semiconductors for cellular infrastructure equipment will continue to dodge significant shortages going forward. In addition, availability of chips for Wi-Fi access points and cellular phones will continue to improve through 2023, Strategy Analytics said in its recent report.
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 and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Monday 16 May 2022
Quanta, Inventec upbeat about 2H22 server shipment prospects
Taiwan-based server makers Quanta Computer and Inventec are expecting shipments to grow in the second half of the year thanks to strong demand from US-based cloud service providers.
Friday 13 May 2022
Foxconn reiterates flat sales outlook for 2Q, 2022
Hon Hai Precision Technology (Foxconn) has reiterated a flat revenue growth outlook for both the second quarter of 2022 and the full year, while order visibility has also strengthened compared to March.
Friday 13 May 2022
Pegatron to see shipments drop in 2Q22
Pegatron expects its notebook shipments to decline 5-10% sequentially in the second quarter, while shipments of its desktop PCs and motherboards will fall 30-35% on quarter. Non-PC product shipments will also fall sequentially during the quarter.
Thursday 12 May 2022
Tata's future-ready roadmap includes setting up a battery company
Amid the global supply chain shift, digitization and climate change, Tata Group is accelerating its business transformation, including planning to launch a battery company for the global market.
Thursday 12 May 2022
Asustek expects PC, mobo, graphics card shipments to fall in 2Q22
Asustek Computer expects its PC shipments to drop 10% quarter-on-quarter in the second quarter of 2022, with motherboard and graphics card shipments dropping 10-15% over the previous quarter.
Thursday 12 May 2022
Notebook production in China unlikely to be fully restored until July
Overall notebook production in China, which mainly takes place in major coastal cities in eastern China, is unlikely to return to pre-lockdown levels until July, according to industry sources. Insufficient manpower and logistical problems were cited as the main challenges.
Tuesday 10 May 2022
Qisda optimistic about 2022 despite lingering impacts from China lockdowns
Taiwan-based EMS provider Qisda has been heavily impacted by the lockdowns in China, but remains optimistic about growth in 2022. Lockdown impacts are expected to persist through the second half of 2022, despite originally being expected to ease in the first half.
Tuesday 10 May 2022
Notebook ODMs post shipment falls in April
Notebook ODMs all experienced shipment falls in April, probably the lowest level in the second quarter, according to industry sources.
Monday 9 May 2022
MacBook Pro shipments seriously delayed by China lockdowns
Quanta Computer's production capacity for MacBook Pros at its Shanghai, China site so far still has not been fully restored and consumers who place orders for Apple notebooks now may not receive the devices until mid-July, according to sources from the upstream supply chain.
Friday 6 May 2022
PC component makers see no cutback in customer orders amid China lockdowns
China's COVID lockdowns and restrictions have little impacted order placements from clients despite causing shipment delays, but supply chain players may not be able to fully resume order fulfillment momentum until after their manufacturing operations return to normal in the third quarter of the year, according to sources at PC component makers.
Friday 6 May 2022
Foxconn reports April revenues drop
EMS provider Foxconn Electronics has reported consolidated revenues of NT$486.464 billion (US$16.50 billion) for April, decreasing 4.13% sequentially and 2.80% year-on-year.
Friday 6 May 2022
China still has strong role in global manufacturing, says Inventec chair
Southeast Asia is unlikely to replace China as the world's manufacturing hub in the short term, according to Tom Cho, chairman of ODM Inventec. For Taiwanese businesses, the decision to relocate depends on customers and whether it would increase competitiveness.