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Pandemic heating up in Taiwan IT supply chain

Taiwan's ICT supply chain, especially semiconductor backend houses have seen rising COVID-19 infections among their workers. Around 180 employees of KYEC had been diagnosed for being infected with the coronavirus as of June 5. However, MediaTek is still optimistic about its sales for the second quarter, despite KYEC, a major backend services partner of the chip supplier, had closure of production lines for two days. MediaTek is working closely with KYEC to mitigate the impact. On the other hand, demand for miniLED backlighting boards has been picking up as miniLED-based gaming and creator notebooks have seen rising sales.

Taiwan backend houses caught in cluster COVID infections: Taiwan's major dedicated IC testing house King Yuan Electronics (KYEC) has been ordered by the Central Epidemic Command Center (CECC) to have all its migrant workers undergo a 14-day paid quarantine starting today after 158 alien and 24 local employees had been confirmed COVID cases as of June 5, a move expected to significantly impact its shipments and further constrain the already tight global IC supply in the short term.

MediaTek reiterates guidance despite impact of KYEC fab suspension: MediaTek, a major customer of OSAT King Yuan Electronics (KYEC) which halted its chip production for two days due to a cluster of COVID-19 infections at its factory site in northern Taiwan, has reiterated its sales guidance for the second quarter of 2021.

PCB makers eyeing demand for miniLED-backlit gaming, creator notebooks: Taiwan's PCB makers are accelerating their deployments in the miniLED backlighting boards as more non-Apple notebook vendors continue to roll out new miniLED-backlit gaming and creator notebook models, according to industry sources.

By DIGITIMES

Link:https://www.digitimes.com/news/a20210607VL200.html

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