LED light bulb prices may drop to US$10-20 in 2011, says Delta CEO Displays | Mar 22, 11:56 | | Prices of LED light bulb may drop to US$10-20 in 2011 from current US$30, as the production cost will drop rapidly if Taiwan-based LED players step up producing LED light bulbs amid growing competition between vendors in the Europe and Japan markets, according to Delta Electronics CEO Yancey Hai. Read more | |  |
| Commentary: WPG-Yosun merger a win-win deal Bits + chips | Mar 22, 16:20 | | WPG Holdings and Yosun Industrial, Asia's largest and second largest IC distributors, announced their merger at a right time, which is expected to consolidate operations of both companies and help WPG stabilize its leading position in the Asia market. Read more | | |
| 12-inch wafer prices to rise 10-20% in 2Q10 Bits + chips | Mar 22, 15:00 | | Foundry chipmakers including Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) have been informed by their upstream suppliers that average contract prices for 12-inch wafers will be raised by 10-20% in the second quarter from the current US$110-120, according to industry sources. Read more | | |
| | | | | AOpen sees operating profit in 4Q09 Systems | Mar 22, 16:33 AOpen has announced consolidated revenues of NT$2.06 billion (US$64.8 million) for 2009 with operating loss of NT$18 million. But the company managed... Read more | | Zyxel and D-Link wins CHT VDSL2 orders for 2010 Systems | Mar 22, 12:19 Network-equipment makers Zyxel Communications and D-Link have won each a part of VDSL2 orders that Chunghwa Telecom (CHT) plans to purchase in 2010,... Read more | U-Tech negotiating production of Blu-ray movie discs with Bollywood Systems | Mar 22, 12:16 U-Tech Media, the largest Taiwan-based maker of pre-recorded optical discs, is negotiating with Bollywood movie studios for outsourced Blu-ray Disc (BD)... Read more | | Nvidia initial batch of GeForce GTX 400 series to have fewer cores than expected Mobos | Mar 22, 16:41 Nvidia's initial batch of GeForce GTX 480/470-based graphics cards will have fewer cores than the originally expected 512 due to low 40nm yield at Taiwan... Read more | Intel and AMD update desktop CPU lineups Mobos | Mar 22, 12:29 Intel and AMD have both recently updated their desktop processor lineups and will launch several new CPUs including six-core and low- voltage processors,... Read more | | LED packaging house Ligitek sees order visibility extend to May Displays | Mar 22, 17:03 LED packaging company Ligitek Electronics has seen its order visibility extend to May and the company expects its revenues in March to reach NT$80 million... Read more | Lextar reports net profit for 2009 Displays | Mar 22, 14:51 Taiwan-based LED epitaxial wafer and chipmaker Lextar Electronics, a subsidiary of AU Optronics (AUO), has announced a net profit of NT$7.41 million... Read more | | A-Data partners with Ingram Micro for India Bits + chips | Mar 22, 16:54 Memory module maker A-Data Technology has entered into a distribution deal with Ingram Micro for the India market, according to the Taiwan-based memory... Read more | Prices of some inductor segments rise 10% Bits + chips | Mar 22, 16:45 Prices of some inductor segments have risen by 10% due to tight supply resulting from labor shortage in China, according to Taiwan-based inductor make... Read more | | IC testing firms KYEC, Ardentec positive about 2Q10 Bits + chips | Mar 22, 16:25 King Yuan Electronics (KYEC) and Ardentec are both seeing increased demand for LCD driver ICs, communications chips and power management (PWM) ICs, with... Read more |
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| Asia's largest IC distributor gets bigger: WPG and Yosun merge Bits + chips | Mar 21, 15:30 | | IC distributors WPG Holdings (WPG) and Yosun Industrial (Yosun) have announced that Yosun will join WPG Holdings through a share swap. The two companies' board of directors have approved a 100% share swap. After the transaction, Yosun will be one of six subsidiaries of WPG, which will be the first semiconductor component distributor with over US$10 billion in annual sales in the Asia-Pacific region, the company said. Read more | | |
| | | | | Supply chain remains tight amid conservative capacity management, says iSuppli Systems | Mar 21, 15:29 While the end of 2009 brought improved availability for many commodity electronic components, supply for most parts remains tight, according to iSuppl... Read more | | Intel shows no plans to resume IDF Taiwan Mobos | Mar 21, 15:33 Despite Intel extending its Intel Developer Forum (IDF) in Beijing from a one-day event to two-days, there are still no signs that the company will resume... Read more | Chimei Innolux considering China plant, says CEO Displays | Mar 21, 15:33 Chimei Innolux Corporation CEO Hsing C Tuan indicated the company is considering proposals for setting up an LCD panel production plant in China but... Read more | | Harvatek set to declare net profit for 2009 Displays | Mar 21, 15:33 Taiwan-based LED packaging house Harvatek is expected to report net profits of NT$180 million (US$5.67 million) for 2009 with an EPS of NT$0.98, according... Read more | Chip-gear book-to-bill almost flat in February 2010 Bits + chips | Mar 21, 15:34 North America-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.22 in February 2010 compared to 1.23 in January, according... Read more | | Shipments of GPS-enabled handsets almost doubles in 2009, says Berg Insight Telecom | Mar 21, 15:29 Global shipments of GPS-enabled GSM/WCDMA handsets increased 92% in 2009 to 150 million units, according to a new research report by Berg Insight. Growing... Read more |
| | Intel sees chipset demand from motherboard makers exceed CPU shipments by 20%, say sources Mobos | Mar 19, 15:26 | | Motherboard clients of Intel have been increasing orders for chipsets recently, causing chipset shipments to rise to a level 20% higher than processor shipments, according to sources from motherboard makers. Read more | | |
| CMO, Innolux, TPO complete merger Displays | Mar 19, 16:13 | | Chimei Innolux Corporation (CIC) - the entity merging Chi Mei Optoelectronics (CMO), Innolux Display and TPO Displays - was officially established on March 18, with Hsing C Tuan, chairman and president of Innolux, becoming the new company's CEO. Read more | | |
| Chip industry to grow 7% in 2011, predicts TSMC chairman Bits + chips - Newswatch | Mar 19, 10:20 | | The global semiconductor industry will grow by 7% in 2011, and is poised to post a CAGR (compound annual growth rate) of 4.2% during the period from 2011-2014, according to Morris Chang, chairman of Taiwan Semiconductor Manufacturing Company (TSMC), speaking at the recent Global Semiconductor Alliance (GSA) summit. Read more | | |
| Sony Ericsson feature phone orders to Taiwan partners to be reduced significantly in 2010, say sources Telecom | Mar 19, 11:55 | | Orders for feature phones released by Sony Ericsson to Taiwan production partners will be reduced significantly in 2010 as the handset vendor is switching its focus on smartphones, according to industry sources in Taiwan. Read more | | |
| | | | | Ability Enterprise may not reach digital camera shipment target for 1Q10 Systems | Mar 19, 17:14 Taiwan-based digital camera maker Ability Enterprise in early March set a goal of shipping five million units in the first quarter of 2010 but now thinks... Read more | | Notebook makers having difficulty shifting costs to upstream suppliers Systems | Mar 19, 17:02 Notebook makers are unlikely to be able to shift some of their costs to upstream components suppliers in 2010 since most of the notebook components are... Read more | Taiwan makers partner with picoChip to develop femtocell products Systems | Mar 19, 16:15 UK-based picoChip Design has teamed up with a number of Taiwan-based network equipment makers, including Askey Computer (a subsidiary of Asustek Computer),... Read more | | Global sales of built-in 3G modules to exceed plug-type data cards in three years, say sources Systems - Newswatch | Mar 19, 10:31 Global sales of built-in 3G modules are expected to grow by an annual rate of over 30% in the next three years with their sales volume to surpass those... Read more | First-tier motherboard makers up AMD shipment proportion for China Mobos | Mar 19, 15:52 Sales of AMD-based desktop PCs have accounted for more than 40% of the desktop segment in China, pushing first-tier motherboard makers Asustek Computer,... Read more | | Taiwan-based passive component makers to see shipment growth in March Bits + chips | Mar 19, 17:05 Taiwan-based passive components makers, including Yageo, Cyntec, Mag.Layers Scientific-Technics and TXC, are likely to see shipments grow in March, driven... Read more | DDR2 gains stronger momentum, says inSpectrum Bits + chips | Mar 19, 16:53 Spot price of DDR2 gained stronger momentum this week (March 15-19), thanks to price hike by Kingston Technology, as well as inventory replenishments... Read more | | UMC plans more hiring Bits + chips | Mar 19, 16:30 United Microelectronics Corporation (UMC) plans to seek a total of 2,400 new recruits, including 1,000 engineers for its 12-inch wafer fab located at... Read more | ChipMOS expects strong 1Q10 Bits + chips | Mar 19, 16:19 ChipMOS Technologies expects its revenues for the first quarter of 2010 to stay flat or increase by a single-digit percentage from the fourth quarter... Read more | | BYD to invest 500 million yuan for PV power stations in 2010, says media Bits + chips | Mar 19, 14:44 BYD, a China-based maker of electric cars, batteries and electronic components/devices, plans to invest 500 million yuan (US$73.2 million) to set up... Read more | Chip foundries and backend firms see order visibility extend to June Bits + chips | Mar 19, 14:37 Most Taiwan-based pure-play foundries and backend packaging and testing houses have seen order visibility extend to June, buoyed by strong demand from... Read more | | Driver IC vendor Sitronix posts profit of over NT$448 million for 2009 Bits + chips | Mar 19, 14:30 Driver IC maker Sitronix Technology has posted net profits of NT$448.5 million (US$14.14 million), or an EPS of NT$3.92, on revenues of NT$5 billion... Read more | China-based solar wafer maker Solargiga sees loss from 2009 operation Bits + chips | Mar 19, 12:03 China-based solar ingot/wafer supplier Solargiga Energy on March 18 published its 2009 financial report, posting revenues of 658 million yuan (US$96.3... Read more | | DRAM spot prices keep rising Bits + chips | Mar 19, 11:47 Spot prices for mainstream 1Gb DDR2 and same-density DDR3 have recently rallied to approach the US$3 mark, reflecting demand is outstripping supply,... Read more | Taiwan-based solar cell maker DelSolar sues Swiss Wafers for contract default Bits + chips | Mar 19, 10:44 Taiwan-based solar cell maker DelSolar has filed a lawsuit accusing Switzerland-based Swiss Wafers of violating a five-year solar wafer supply contract... Read more | | Compal Communications handset shipments to be halved in 2010, says paper Telecom - Newswatch | Mar 19, 16:45 Handset shipments from Taiwan-based Compal Communications are likely to drop 50% to eight million units in 2010 as compared to 16 million units shipped... Read more |
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Systems | Foxconn files patent lawsuit against connector maker Lotes Mar 19, 17:06 | | | | | STB shipments to continue brisk growth in 2010, says iSuppli Mar 19, 15:32 | | | | | Gemtek sees net profits drop over 42% in 2009 Mar 19, 14:19 | | | | | Taiwan market: JVC aims at 30% share for digital camcorders in 2010 Mar 19, 09:59 | | | | |
Mobos | Advantech nets NT$3.50 per share from 2009 operation Mar 19, 16:26 | | | | |
Displays | Wintek blamed for Apple iPad delay, says report Newswatch | Mar 19, 16:43 | | | | | ITO film maker Ushine seeking OTC listing Mar 19, 10:26 | | | | |
Bits + chips | Quartz component makers to see single-digit drops in 1Q10 revenues Mar 19, 11:42 | | | | | Litho market drops 47% in 2009, says The Information Network Mar 19, 10:01 | | | |
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