Technology suppliers in Taiwan, China are facing supply constraints, especially in packaging materials, because some suppliers are difficult to meet soaring demand. Taiwan is a major supplier of the global electronic ecosystem, and its parts are used in all fields, from refrigerators and smartphones to cars and missiles. It is reported that in the past week, some important companies in the industry said that the market demand for products was strong, especially in the fields of automobile and high-end computing, but it was difficult to ensure production, especially from all over the world, which was affected by China's new crown sealing control.
The first quarter net profit of Youda optoelectronics, a leading tablet manufacturer, fell by more than half year-on-year. Although Youda provides displays for top carmakers such as Tesla and high-end laptops, sometimes packaging materials with much lower technical content will also limit its production.
"The less important the materials are, the less we need them. Because their inventory is often the lowest, we need a lot of transportation. But at present, the biggest challenge is transportation." Chairman Paul Peng said on the earnings conference call that these materials are usually purchased from China. China's blockade has led to factory closures and transportation restrictions.
Tung Chee Hwa, chief financial officer of rimoonlight, a Taiwan chip testing and packaging company, said on the earnings conference call that( ) And some consumer products appear to be "relatively weak". But from our point of view, I think the overall situation is still very healthy. In terms of high-performance computing, networks and cars, we still see a very, very strong momentum.
Power management chip supplier Lijing semiconductor manufacturing company also sent a similar message. Frank Huang, chairman of the company, said at the shareholders' meeting that although the current demand is not as strong as before, the production capacity of powercrystal semiconductor is still operating at full capacity.
The same strong demand is also conducive to United Microelectronics, a competitor of TSMC, the world's largest foundry chip manufacturer. United Microelectronics said that even if laptops and smartphones showed some weakness, there were still problems in meeting customer needs.
Delta Electronics is Apple And power component suppliers of companies such as Tesla, which said it was expanding its manufacturing scale "everywhere", especially focusing on electric vehicles. Even if Ford and other manufacturers of electric cars have strong demand for its products.
(check / promise)