Taiwan PCB makers urged to accelerate capacity relocation amid outbreak

Taiwan notebook ODM Quanta Computer is reportedly moving to accelerate volume production at its new assembly lines in northern Taiwan to fulfill rush shipments to US brand vendors amid the coronavirus outbreak, according to industry sources......»»

Taiwan-based ODMs including Compal Electronics, Quanta Computer and Inventec have seen capacities at their plants in China recovering in a pace faster than expected amid the coronavirus outbreak, according to industry sources......»»

Taiwan-based PCB makers operating plants in China are seeing a low return rate of workers amid the ongoing coronavirus outbreak but they have secured smooth transportation for products and materials transport, according to industry sources......»»

Taiwan-based PCB makers have yet to adjust their capacity expansion plans in China despite possible impacts of the coronavirus outbreak, as market demand is the key factor that will actually affect their investment plans......»»

Memory chipmakers continue to see their downstream module and device customers stockpile, while experiencing tight fab capacity, according to industry sources in Taiwan......»»

Taiwan's handset components supply chain is likely to feel the pinch of inventory corrections by Chinese handset vendors starting third-quarter 2021 at the earliest amid their sales shrinkages in China and India markets, according to industry sources......»»

Backend house ChipMOS Technologies will expand production capacity for memory chips by 30-40% in 2021 to meet strong demand from major memory module makers in Taiwan, according to industry sources......»»

Taiwan's PCB makers are optimistic about their sales for the months ahead, but they are also cautious about longer-term prospects amid worsening overbooking by clients, according to industry sources......»»

Taiwan-based LCD panel makers have reported brisk sales for March and first-quarter 2021, with prospects of their revenues continuing rising in the second quarter, thanks to panel price hikes amid tight supply......»»

Taiwan's PCB equipment makers have seen their shipment schedules well set through the third quarter of the year and are in talks with clients about equipment orders for fourth-quarter 2021 and even for 2022, according to industry sources......»»

Taiwan's PCB maker Apex International, with main manufacturing operations in Thailand, expects to enjoy a particularly strong first-half 2021, but it is facing challenges from tight capacity and rising mterials costs, according to industry sources......»»

Japan-based VCM (voice coil motor) suppliers, mainly Alps Alpine and Mizumi, have asked their Taiwan-based contract makers including Audix to expand production capacity by about 40% by the end of June or early July 2021, according to industry sources......»»

Taiwan makers of inductors are keenly enforcing capacity expansions to meet increasingly strong demand for automotive, handset and other consumer electronics applications, according to industry sources......»»

IC components prices are rising as a result of shortages amid tight foundry capacity, heaping pressure on notebook makers. ODMs are mul.....»»

Taiwan-based foundries intend to give supply priorities to long-term and established clients amid tight capacity, according to industry sources......»»

Taiwan-based CCL makers are facing rising costs of upstream raw materials, and intend to pass the increased costs onto clients, according to industry sources......»»

Taiwanese companies in the upstream.....»»

The coronavirus pandemic may force many Taiwan-based PCB makers to slow down their capacity expansion plans in the short term due to uncertain market prosp.....»»

Shipments of LCD TVs by Taiwan-based makers fell 45.2% sequentially to 4.65 million units in the first quarter of 2020, affected mainly by seasonality and the outbreak of the coronavirus pandemic in China, according to Digitimes Research......»»

U.S. President Donald Trump will meet with American textile industry representatives on Monday as clothiers seek to shift their production lines to face masks and other critical items amid the coronavirus outbreak, the White House said......»»