NuAxiSemiconductor trade intelligence
Memory squeeze leaves Brightek short on chips; Chinese automakers line up for Nantong plant
What happened
LED packaging manufacturer Brightek Optoelectronic faces difficulty meeting growing automotive orders due to tight mature-node logic IC supplies; the source attributes the constraint to foundries prioritising higher-margin memory products. Brightek expects its automotive revenue share to rise from around 50% to exceed 60% following the opening of its Nantong plant and higher shipments; its third-quarter 2026 gross margin is projected to recover to 30% (these are projections, not achieved results).
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
mature-node logic ICsmemory products
Brightek Optoelectronic
LED packagingautomotiveNantong plantmature-node logic IC shortagefoundry prioritizationmemory
Source and time
Source: DigiTimes Asia · 10/18/2026 · View original source
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