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Taiwan's flexible PCB makers are reporting low order visibility in the wake of the US ban on Huawei, whose impact is rippling across the smartphone market, with Apple probably also taking a hit, according to Digitimes.
Flexible PCB firms Zhen Ding Technology and Flexium Interconnect, in particular—both of which are reportedly among the flexible PCB suppliers of Apple—are seeing low order visibility. The memory sector is also being hit by low demand partly resulting from the ban, sending suppliers bracing for a weak third quarter.
But there is still some good news coming out from the PCB supply chain, as makers still expect robust demand from the networking device segment in the second half of the year.