AUO sees on-month revenue drop in October on seasonality Displays | Nov 6, 11:48 | | AU Optronics (AUO) has announced consolidated revenues of NT$39.6 billion (US$1.22 billion) for October 2009, down by 3.4% sequentially from NT$40.98 billion but up 45.3% on year from NT$27.26 billion. Accumulated consolidated revenues from January to October totaled NT$284.07 billion, down 27.4% on year. Read more | |  |
| Nanya to raise NT$16 billion Bits + chips | Nov 6, 12:24 | | Nanya Technology on November 5 announced its board of directors has approved plans to raise an estimated NT$16 billion (US$491.94 million) by issuing 800 million new shares. The DRAM maker also said it is planning secure syndicated loans for an additional NT$18 billion later in November. Read more | |  |
| China-based BOE and Taiwan equipment suppliers sign letter of intent for 8.5G LCD fab Displays | 4h 49min ago
 The Taiwan Optoelectronic and Semiconductors Equipment Association (TOSEA) and China-based panel maker BOE Technology signed a letter of intent (LOI) on November 5 in Taipei that will see BOE give priority to equipment sourced from Taiwan for its 8.5G LCD plant. Read more | |  |  |  |  |  | Wistron lowers 4Q09 notebook shipment forecast Systems | Nov 6, 16:38 Wistron has lowered its projected on-quarter notebook shipment growth for the fourth quarter of 2009 from 10% originally to 5%, resulting in projected... Read more |  | Asustek delays Eee Keyboard launch Systems | Nov 6, 15:33 Asustek Computer has delayed the launch of its Eee Keyboard, which the company originally said would be launched in the US and Europe in October of 2009... Read more | PC demand did not grow significantly after Windows 7 launch, say PC vendors Systems | Nov 6, 15:15 Demand for PCs and hardware did not turn strong after the launch of Windows 7 in late October and is unlikely to do so in 2009 due to most Windows Vista... Read more |  | Lens kit maker Largan sees high revenues for October Systems | Nov 6, 11:52 Taiwan-based optical lens kit maker Largan Precision has reported unaudited consolidated revenues of NT$913.2 million (US$28 million) for October, hitting... Read more | Driver IC backend supplier revenues down in October 2009 Bits + chips | Nov 6, 16:56 Driver IC backend supplier Chipbond Technology saw its October revenues decline by 25.2% to NT$468 million (US$13.39 million) as customers have slowed... Read more |  | Aluminum capacitor prices will remain stable, says Nichidenbo Bits + chips | Nov 6, 16:34 Nichidenbo, a distributor of Nippon Chemi-con in Taiwan, has said ASPs of aluminum capacitors will remain stable and are not likely to increase temporarily... Read more | GET sees revenues high in October 2009 Bits + chips | Nov 6, 15:45 Solar-grade poly-Si wafer maker Green Energy Technology (GET) has reported revenues of NT$1.003 billion (US$31 million) for October, its second consecutive... Read more |  | Alumina substrate supplier Leatec expects 4Q09 revenues to grow Bits + chips | Nov 6, 15:09 Leatec Fine Ceramics, a Taiwan-based alumina substrate supplier for chip resistor manufacturers, expects its fourth-quarter 2009 revenues to grow from... Read more | Spirox strengthens cooperation with Tektronix Bits + chips | Nov 6, 15:05 Taiwan-based high-tech equipment and service solutions provider Spirox has expanded its cooperation with Tektronix by adding more of Tektronix' products... Read more |  | A-Data revenues hit 31-month high in October 2009 Bits + chips | Nov 6, 15:00 A-Data Technology has reported revenues of NT$4.365 billion (US$134.21 million) for October 2009, the highest since March 2007. The figures showed revenue... Read more | IC design house Richtek may see slight revenue drop in 4Q09 Bits + chips | Nov 6, 12:07 Richtek Technology has estimated fourth-quarter 2009 revenues may stay flat or drop slightly to NT$2.2-2.5 billion (US$67.64 million-76.87 million).... Read more |  | PSC receives eTT DRAM orders from system makers Bits + chips | Nov 6, 11:52 Powerchip Semiconductor (PSC), which mainly supplies effectively tested (eTT) DRAM chips to module customers, has recently landed orders from Taiwan-... Read more | Yageo October 2009 revenues drop 7% Bits + chips | Nov 6, 11:43 Passive component maker Yageo has reported October revenues of NT$1.86 billion (US$57.26 million), reaching a 5% on-year growth and representing the... Read more |  | TSMC clarifies reports on SMIC lawsuit Bits + chips - Stockwatch | Nov 6, 10:35 Taiwan Semiconductor Manufacturing Company (TSMC) has filed a company filing with the Taiwan Stock Exchange (TSE) responding to the verdict recently... Read more | Elpida and ProMOS ink partnership on DRAM Bits + chips | Nov 6, 10:28 Elpida Memory and ProMOS Technologies announced on November 6 the signing of a DRAM foundry agreement. Read more |  | Taiwan market: CHT, FET and Taiwan Mobile competing for e-book services Telecom | Nov 6, 15:11 The top-three Taiwan-based telecom carriers Chunghwa Telecom (CHT), Far EasTone Telecommunications (FET) and Taiwan Mobile are all eager to offer e-book... Read more |
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|  Systems | US market: Windows 7 sales surpass Vista launch, says NPD Nov 6, 17:00 | |  | | | Microsoft focuses future technological development on cloud computing, software plus service, says China VP Nov 6, 16:13 | |  | | | Lite-On IT aiming for top-3 slim-type ODD ranking Nov 6, 15:48 | |  | | | Google Maps Navigation may impact PND vendors Nov 6, 14:13 | | |  | |  Mobos | Nvidia reports growth in fiscal 3Q10 revenues Nov 6, 16:48 | | |  | |  Displays | TCL may invest a 8.5G plant, says reports Newswatch | Nov 6, 17:12 | |  | | | Qisda sees October 2009 revenue drop Nov 6, 17:11 | |  | | | LCD component suppliers hit seasonal revenue lull Nov 6, 17:10 | |  | | | US market: LCD TV shipments to reach 8 million in 4Q09, says iSuppli Nov 6, 16:53 | | |  | |  Bits + chips | Buyers shift attention to DDR3 in spot market, says inSpectrum Nov 6, 16:35 | |  | | | Chip sales forecast brighter in 2009, says SIA Nov 6, 15:40 | |  | | | DRAM makers shift focus away from expanding capacity, says iSuppli Nov 6, 11:41 | | |  | |  Telecom | China gray handset shipments to reach 145 million units in 2009, says iSuppli Nov 6, 16:45 | | |  |
| TSMC to demand US$1 billion compensation from SMIC Bits + chips | Nov 5, 14:51 | | Taiwan Semiconductor Manufacturing Company (TSMC) will pursue compensation of up to US$1 billion from Semiconductor Manufacturing International Corporation (SMIC) following a ruling in favor of TSMC delivered by the Alameda County Superior Court on November 3 on their trade secrets trial, according to a lawyer for TSMC. Read more | |  |
| HTC handset shipments and revenues to post sequential growth in 4Q09, says CEO Telecom | Nov 5, 11:14 | | HTC's handset shipments and revenues will both grow sequentially in the fourth quarter of 2009 due to strong demand for its recently released Windows Mobile 6.5-based HTC HD2 smartphones, according to company CEO Peter Chou. Read more | |  |
| Taiwan government, Chunghwa Telecom and Microsoft sign MOU on cloud computing Systems | Nov 5
 Taiwan's Ministry of Economic Affairs (MOEA) and Chunghwa Telecom (CHT) each signed a memorandum of understanding (MOU) with Microsoft on November 4 for cooperation and R&D on cloud computing technologies. Read more | |  |  |  |  |  | Natural user interface is future of PC industry, says Microsoft CEO Steve Ballmer Systems | Nov 5, 16:41 While the PC industry has seen many improvements and developments in innovation over the past 20 years, the focus of development over the next 20 years... Read more |  | Notebook makers expected to see growth in October shipments, except Inventec Systems | Nov 5, 14:48 First-tier notebook makers are estimated to have achieved close to 10% on-month shipment growth in October 2009, except Inventec which saw a slight dr... Read more | D-Link swings to profits in 3Q09, says CFO Systems | Nov 5, 11:45 Network equipment maker D-Link has posted net profits of NT$260 million (US$7.98 million) for the third quarter 2009 erasing the over NT$110 million... Read more |  | ECS expects to ship 7-8 million own-brand motherboards in 2009; 20% growth in 2010 Mobos | Nov 5, 16:42 First-tier motherboard maker Elitegroup Computer System (ECS) expects its own-brand motherboard shipments for 2009 to remain flat at 7-8 million units... Read more | AMD GPU shortage causing PC vendors to delay products to 1Q10 Mobos | Nov 5, 16:06 Tight supply of AMD GPUs has caused several PC vendors to delay their mass shipment schedules by about two months to the first quarter of 2010, according... Read more |  | Epistar, Formosa, Everlight report net profit for 3Q09 Displays | Nov 5, 15:32 Taiwan-based LED chipmakers Epistar, Formosa Epitaxy (FOREPI) and LED packaging house Everlight Electronics have reported net profits for the third... Read more | Optical film maker Wah Hong sees on-month drop in October revenues Displays | Nov 5, 15:23 Taiwan-based optical film maker Wah Hong Industrial has posted consolidated revenues of NT$651.28 million (US$20.01 million) for October, down 6.49%... Read more |  | Innolux gains loan for capacity expansion Displays | Nov 5, 15:17 Innolux Display's board of directors has decided to sign an syndicated loan of NT$35-48 billion to gain funding to purchase equipment for capacity expansion... Read more | Epson expects 1080p projectors to become mainstream for home market in 2010 Displays | Nov 5, 15:09 Epson Taiwan expects 1080p front projector shipments worldwide will surpass those of 720p models in 2010 and become the mainstream product for the home-use... Read more |  | Price gap between large-size LED- and CCFL-backlit panels to further narrow in 1Q10 Displays | Nov 5, 11:56 The price gap between LED- and CCFL-backlit large-size LCD panels will continue to narrow in 2010, with the difference in the 40-inch segment reducing... Read more | Ralink, Leadtrend and ALi to see revenues climb in October Bits + chips | Nov 5, 16:48 Taiwan-based IC design houses, Ralink Technology, Leadtrend Technology and ALi, all expect increased revenues for October although some others may see... Read more |  | Chipbond and IST 4Q09 revenues to drop 20% on quarter Bits + chips | Nov 5, 16:23 Chipbond Technology and International Semiconductor Technology (IST) may see sequential revenue drops of almost 20% in the fourth quarter of 2009, in... Read more | Ralink and Realtek WLAN chip market shares set to increase in 2010 Bits + chips | Nov 5, 15:39 Taiwan-based WLAN chipmakers Ralink Technology and Realtek Semiconductor are expected to see their market shares increase in 2010 as a number of Taiwan... Read more |  | Elpida licensing deal with TIMC remains firm, says TIMC designated head Bits + chips | Nov 5, 11:36 John Hsuan, who has been tapped to set up Taiwan Innovative Memory Company (TIMC), has reiterated that the licensing terms in an agreement reached with... Read more | Gintech Energy raises additional funds to improve financial structure Bits + chips | Nov 5, 10:24 Taiwan-based solar cell maker Gintech Energy has raised an additional capital of NT$2.763 billion (US$85.4 million) through the release of 65 million... Read more |  | LGE expects 20% growth in handset shipments in 2010, says executive Telecom | Nov 5, 12:12 LG Electronics (LGE) expects its handset shipments to increase 20% in 2010, a growth as strong as that in 2009, according to Skott Ahn, president and... Read more |
| | LCD monitor panel overstock diminishing Displays | Nov 4, 14:24 | | An overstock of LCD monitor panels is easing, as makers have decreased output for the segment, according to industry sources. Panel makers expect the upcoming holiday shopping lasting till the Lunar New Year holiday in early 2010 will help further digest monitor panel inventory. Read more | |  |
| Lower-than-expected yields at new Sharp 10G plant ease oversupply pressure, say sources Displays | Nov 4, 14:12 | | Operations at Sharp's 10G LCD panel plant have seen lower-than-expected yield rates since production started on October 1, 2009, reducing concerns at rival makers of a possible TV panel oversupply, according to industry sources. Read more | |  |
| DRAM contract prices to rise by double-digits in November, says Nanya Bits + chips | Nov 4, 11:06 | | Contract quotes for DRAM chips may continue to grow by a double-digit percentage in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai said he does not see a downward correction in the short term, as demand from PC OEMs remains strong. Read more | |  |
|  |  |  |  | Taiwan-based Chinesegamer licenses game to China operator Systems | Nov 4, 16:59 Taiwan-based Chinesegamer International has announced the licensing of its Chinese Hero Online 3D game to Sohu.com ChangYou for the China market. Read more |  | Taiwan-based POS maker Posiflex to acquire India sales agent Protocol Solution Systems | Nov 4, 15:06 Taiwan-based own-brand POS maker Posiflex Technologies has announced that it will acquire Protocol Solution Pvt, its general sales agent in the India... Read more | AMD readies 2 desktop platforms for May 2010 Mobos | Nov 4, 16:52 AMD plans to announce a new high-end desktop platform (Leo) and mainstream platform (Dorado) in May of 2010, according to sources at motherboard maker... Read more |  | Wintek October revenues down Displays | Nov 4, 15:12 Taiwan-based small- to medium-sized LCD panel maker Wintek has reported consolidated revenues of NT$2.54 billion (US$79 million) for October, dropping... Read more | IC designer GMT positive about 1Q10, says president Bits + chips | Nov 4, 16:46 Analog IC design house Global Mixed-mode Technology (GMT) expects revenues to decline 15% sequentially to NT$1.08 billion (US$33.13 million) in fourth-quarter... Read more |  | ALi, Sunplus developing STB chips for HDTVs Bits + chips | Nov 4, 16:46 ALi and Sunplus Technology are stepping up efforts to expand their set-top box (STB) chips for HDTVs, according to industry sources. Both IC designers... Read more | Alcor Micro to tap touch panel controller market Bits + chips | Nov 4, 15:43 NAND flash controller designer Alcor Micro, plans to introduce capacitive controller chips for touch panels in 2010, according to the company. Read more |  | Faraday, Global Unichip differ on 4Q09 outlook Bits + chips | Nov 4, 14:58 Faraday Technology expects fourth-quarter revenues to drop by 10% due to weaker demand for ASICs, while Global Unichip has said its revenues in the fourth... Read more | Taiwan equipment makers post mixed 1Q-3Q09 earnings Bits + chips | Nov 4, 14:26 Taiwan-based Usun Technology has reported on-year profit growth of 89% for the first three quarters of 2009, whereas fellow equipment maker Csun Manufacturing... Read more |  | Specialty IC foundry VIS conservative about 4Q09 Bits + chips | Nov 4, 12:17 Analog/mixed-signal and logic IC specialist Vanguard International Semiconductor (VIS) has estimated wafer shipments to decrease by around 30% sequentially... Read more | UMC to offer more incentives to employees Bits + chips | Nov 4, 11:20 United Microelectronics Corporation (UMC) has decided to distribute performance bonuses among its employees as an incentive to reinforce loyalty. The... Read more |  | China Telecom to procure 50-80 million CDMA handsets in 2010, says VIA Telecom CEO Telecom | Nov 4, 11:35 China Telecom plans to procure 50-80 million CDMA handsets in 2010, of which 70% will be inexpensive models with average sales prices of 200 yuan (US$29),... Read more |
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|  Systems | Acer chairman calls for cross-strait cooperation on WiMAX, e-book readers Nov 4, 16:14 | |  | | | Taiwan market: Garmin launches three new PNDs, aims to capture top-rank in 2010, reports paper Newswatch | Nov 4, 15:14 | | |  | |  Mobos | VIA introduces next generation Nano 3000 series processors Nov 4, 16:48 | | |  | |  Displays | China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 | | |  | |  Bits + chips | Samsung and Micron expand in 3Q09 NAND flash market, says DRAMeXchange Nov 4, 13:57 | |  | | | 3Q09 chip growth sets stage for 22% surge in 2010, says Future Horizons Nov 4, 12:12 | |  | | | MEMS chip business struggles with growing pains, says IC Insights Nov 4, 12:06 | | |  | |  Telecom | Door open for 4 Taiwan telecom carriers to adopt TD-SCDMA or TD-LTE Newswatch | Nov 4, 15:29 | | |  |
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Notes and corrections |  | A November 2 report incorrectly stated Transcend Information reported net profits of NT$114 million for the third quarter of 2009. The correct figure is NT$1.14 billion. |
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