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The rampage of COVID-19 variants has disrupted electronic component manufacturing in Southeast Asia. Apart from IC supply shortage in the third quarter, ODMs also needed to face escalating inventory levels and sluggish end-market demand...
The Tokyo Olympics has just ended, but the number of COVID-19 cases per day has continued to surge and spread to other regions in Japan...
CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends and inventory statuses of production-related materials.
In August, the Delta variant continued to rampage across Southeast Asia. Following the announcement of movement control measures in Thailand, Malaysia, and Vietnam...
ODMs continued to horde 8-10 weeks’ worth of low-mid range MLCC inventory levels in July, and the slowing down of pull-in orders are seeing no signs of improvement. Furthermore, American-European markets have seen...
Since July, the Delta variant has spread across Southeast Asia. After the Malaysian government extended MCO 3.0 indefinitely, the Philippine government also imposed an ECQ across Metro Manila from August 2 to August 20. As the factories of Japan’s Murata and Korea’s Samsung...
The Delta variant swept across Southeast Asia in July, forcing governments in this region including Thailand, Malaysia, and Vietnam to announce lockdown measures. The situation was particularly severe in Malaysia...
The COVID-19 epidemic in Malaysia intensified again in July, with the daily number of newly confirmed cases rising above 7,000 people, forcing the Malaysian government to enforce an emergency EMCO on 8 districts in Selangor and 14 localities in Kuala Lumpur July 2nd, which will last two weeks from July 3rd to July 16th and order all factories in restricted areas to close and prohibit workers from entering during this time...
As the number of confirmed cases remains high, the Malaysian government has extended the Movement Control Order (MCO 3.0) on June 27. The government will make rolling changes based on three indicators, including the number of confirmed cases, the utilization rate of ICUs, and the national vaccination rate, throughout the four-phase policy...
Due to IC supply shortage, all notebook PC ODM vendors registered a...
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