Spot market sales for NAND flash are coming to a standstill despite sharp price falls in the past months, and long-term agreement (LTA) fulfillment rate by clients has hit a low of under 20%, prompting suppliers to cut production, according to industry sources.
With the recent severe shake-ups of the industry, enhancing supply chain resilience has become a focus for many. For Taiwanese makers, there are currently two ways to go; either go south or go east to the US, according to Getac Holdings CEO James Hwang.
India became the last major Asian economy to launch 5G services, heralding huge demand for the 5G ecosystem and devices. Pegatron inaugurated its Indian mobile phone manufacturing facility, with iPhone production in India expected to rise.
Once short chains become the market norm, industry players will have to invest in setting up local supply chains worldwide. However, how to manage different operating units in different parts of the world will become a major challenge to their business operations as regionalization and localization are gaining momentum. Undoubtedly, with its manufacturing operations spread worldwide, Hon Hai Technology Group (Foxconn) has been well experienced in this regard.
China Star Optoelectronics Technology (CSOT) recently kicked off production at t9, a newly completed 8.6G LCD panel line in Guangzhou, southern China, according to industry sources.
After US House of Representative speaker Nancy Pelosi’s visit, Taiwan has been under intense military threats from China. Its critical role in the global semiconductor supply chain amid its vulnerability in the geopolitical crisis has been regarded as a risk by some. With the US and Europe using CHIPS Act incentives to attract investments to set up their domestic chip supply chain, will Taiwan maintain its shine in the long run? DIGITIMES has an exclusive interview with AmCham Taiwan president Andrew Wylegala to discuss how Taiwan can make itself indispensable.
Currently, a major business focus of drones is in the traffic sector with mapping and inspection. However, it may shift to logistics in 2-5 years with human transportation a development goal for the distant future, according to CP Wang, associate VP of Coretronic Intelligent Robotics Corporation (CIRC).
Asia’s first-tier suppliers of car-use CMOS image sensors (CIS) and microcontroller units (MCU) have shown a relatively clear attitude that they would hike quotes to fully reflect possible foundry cost increases, according to supply chain sources.
Over the last few years, India has seen several EV companies springing up, especially for two and three-wheelers. But most of the products these companies offer are still too expensive for the average Indian. Although the government has provided some incentives, many of these are not sustainable or have already been withdrawn.