Chinese silicon carbide (SiC) companies including SICC and TankeBlue Semiconductor have secured contracts to supply 6-inch SiC materials to international automotive IDMs and tier-one suppliers, according to industry sources.
Camera module and other component suppliers for Apple s iPhones are bracing for the off-season which will be even weaker in the first half of 2023, according to industry sources.
China has launched a cybersecurity investigation into Micron Technology, raising the possibility of a ban on the US memory vendor s product sales in the country.
Apple s inventory correction for iPads is expected to reach an end soon thanks to a major improvement in orders from Apple for high-end iPads in April; however, this may not be true for Apple s notebook products as MacBooks shipments have remained feeble so far, according to sources from the upstream supply chain.
Tesla, with its new factory for energy storage products in Shanghai, is eyeing closer ties with local industry supply chains in China, according to sources at Chinese power component suppliers.