Chip demand for driving safety is poised to enter a period of rapid growth as many countries are introducing regulations requiring installation of related safety systems, including driver monitoring systems (DMS), in new vehicles, according to industry sources.
Taiwan’s PCB equipment makers are all optimistic about their shipments for the second half of the year, as they are busy fulfilling orders mainly from IC substrate makers to support their capacity expansions, according to supply chain sources.
LCD panel maker Innolux has been cutting production to cope with persistently weak demand, and expects inventory to decrease to desired levels at the end of fourth-quarter 2022, according to company president James Yang.