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According to reports from Chinese media, Wingtech's site in Kunming, the capital city of China's Yunnan province, has been assembling Apple's MacBook Air since the end of 2022. Right now, the production capacity is still growing and worker recruitment demand has also continued to increase.
A while ago, Huawei hosted the 20th Huawei Global Analyst Summit (HAS). During the event, rotating chairwoman Meng Wangzhou gave a speech regarding digital transformation.
Taiwan's 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 Taiwan's Ministry of Economic Affairs. Aside from decreasing demand due to terminal inventory concerns, the US' broader export restrictions targeting China's 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.
Peripheral IC demand for Chromebooks and gaming notebooks have picked up since the first quarter of this year, according to sources at IC design houses.