GIS bullish about 2H22

Touch solution provider General Interface Solution (GIS) expects revenue for second-half 2022 to be higher than that of the first half, driven by increased output of notebook LCMs, new clients for fingerprint sensors and increased shipments for automotive applications.

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Dynamic supply chain management is the new normal

According to the top management of a cetain components distributor, 2022 will definitely be the year of dynamic management, which will not only be a short-term strategy, but may even become the new normal. First of all, we have to understand that a decentralized production mechanism is taking shape. In the future, the production bases in China will not be the only ones producing handsets, notebooks and servers; Vietnam, Thailand, Malaysia, India and Indonesia will also be the focus of everyone’s attention. Therefore who will be responsible for managing components inventory and logistics?

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Top foundries, OSATs meet HPC boom with more advanced packaging solutions

Handset chips supply chain players share the view that their 2022 shipments for the segment will at best stay flat at 2021 levels, but HPC chip demand will continue to grow for datacenter, AI and networking applications, prompting major foundries and backend houses to cash in on the demand with diverse integrated and system-level advanced packaging solutions, according to industry sources.

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