Page 7 - It Components News Today

Notebook supply chain companies are seeing a lack of new product plans for the second half of this year despite the smooth progression of customer inventory corrections, according to sources.

Taiwans exports to China (including Hong Kong) were only US$34.3 billion from January to March 2023, a 30.6% decrease from the same period the previous year, according to Taiwans Ministry of Economic Affairs. Aside from decreasing demand due to terminal inventory concerns, the US broader export restrictions targeting Chinas high-tech industry may have had an impact.

Many small- and medium-size businesses involved in the local supply chain for electronics parts and other devices have seen factory closures and layoffs in southern and eastern China, according to industry sources.

Speedtech, a Taiwan-based connector manufacturer, has announced new factory projects in Mexico and Malaysia to meet the needs of customers in the decentralized supply chain.

Realtek Semiconductor expects the penetration rates of Wi-Fi 6 in PCs to rise to 70% and routers to 60% in 2023, each up 10pp from a year ago, while products supporting Wi-Fi 7 are unlikely to begin volume shipments until 2024-2025 as the standard is still being certified.

Order visibility for the traditional peak season in the second half of this year is still unclear going into the second quarter, according to a number of IC design houses.

AI Expo Taiwan 2023, hosted by DIGITIMES, began the first day of exhibition on April19 with "computing power empowerment" as the main theme. The industrys focus is that, under the influence of the generative AI boom, how will the demand for AI-related hard, software, and applications change? In addition, as the main supplier of GPUs, how will Nvidias relationship with software and cloud service providers evolve?

Demand for server racks adopting slide rails for expansion slots is increasing since the traditional fixed support bracket design is difficult to repair and the rising server ASP is making the adoption, which will increase costs, more common these days, according to general manager of Nan Juen International (Repon), Wu Renshan.

Huawei remains committed to developing an all-connected ecosystem despite the US sanctions that have blocked its access to the 5G handset market, according to the Chinese tech firms distributor in Taiwan, Xunweitech.

Taiwan-based Zerova Technologies, a wholly owned subsidiary of power supply maker Phihong Technology, which specializes in electric vehicle (EV) charging piles, has disclosed plans to expand in Japan.