“The bottleneck in fact is in Southeast Asia, especially Malaysia, because for a while the factories were all shut down. The problem was especially acute with auto chip packaging, with companies in Malaysia providing services not offered by Taiwanese firms. Now the focus is on Malaysia resuming production as soon as possible. I know that Malaysia started to restore production capacity in early September, and now the production capacity has returned to about 80%, so if their capacity can slowly come back, this problem can be slowly dealt with.”
30 Sep 2021
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