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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...
COVID-19 cases have been soaring in Malaysia since last month. After more than 6,000 cases in a single day were reported for the first time on May 19, the number of daily cases has hit a record high every day, forcing the Malaysian government to declare total lockdown on May 28. The lockdown consists of three phases with the first phase taking place during June 1 to 14...
Following news leaked from China’s smartphone market of dwindling sales for e-commerce platforms since May 1st, MLCC channel agents have also received notices from the top three Chinese brands (Oppo, Vivo and Xiaomi) ...
According to TrendForce, shipments of various major laptop ODM clients have dropped in April compared to March, since wafer foundries have begun redistributing production towards the automotive market in 1Q21, which indirectly impacted laptop shipments in April...
India’s single-day infections soared to 410 thousand people on May 11th, intensifying the pandemic in neighboring countries. Due to confirmed cases recently having surpassed the 3,000 milestone for a single day...
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