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NEWS & VIEWS |
Taipei,
Friday, January 9, 2009
10:03 (GMT+8)
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There are now [7] new stories posted on our member site. Please sign in to read real-time news updates. |
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Small- to medium-size panel players slow down expansion Displays | Jan 8, 15:46 | | Due to the sharply deteriorating economy and oversupply in the market, most suppliers of small- to medium-size LCD panels, LCD modules (LCMs) and touch panels have decided to suspend or delay their expansion projects, according to market sources. Read more | | |
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Elpida said to be switching camp from PSC to ProMOS Bits + chips | Jan 8, 11:59 | | Japan's Elpida Memory seems to be moving in a different direction in the DRAM industry integration, switching its alliance from Powerchip Semiconductor Corporation (PSC) to ProMOS Technologies to seek Taiwan government financial bailout. Read more | | |
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DRAM price increase of 11% may slowdown cooperation between Taiwan-makers, Elpida and Micron Bits + chips | Jan 8, 01:00 | | Following an 11% single day increase in the price of 1Gb DDR2 eTT chips on January 7, some sources at DRAM makers have pointed out that the price rise is due to Samsung Electronics reducing its DRAM supplying volume to put pressure on downstream PC OEMs to accept increased prices. Read more | | |
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| | | | Gemtek and Accton report strong network equipment sales in December Systems | Jan 8, 14:25 Despite the current business slump, two leading Taiwan-based network equipment makers – Gemtek Technology and Accton Technology –have reported... Read more | | Lite-On Technology sees growth in 2008 consolidated revenues Systems | Jan 8, 01:10 Lite-On Technology has announced global consolidated revenues of NT$7.3 billion (US$220.84 million) for December 2008, drops of 7% on month and 21% on... Read more | AUO December revenues drop almost 70% on year Displays | Jan 8, 16:42 AU Optronics (AUO) has announced December 2008 consolidated revenues of NT$14.74 billion (US$44.4 million) and unconsolidated revenues of NT$14.68 billion,... Read more | | Samsung said to delay 11G LCD production ramp-up plan Displays | Jan 8, 15:16 Amid uncertain global economic outlook and sluggish demand, Samsung Electronics will delay the production ramp-up at an 11G LCD fab it is planning to... Read more | Novatek December sales down 30% Bits + chips | Jan 8, 16:47 Driver IC maker Novatek Microelectronics has reported December sales of NT$959 million (US$28.98 million), down about 30% from November. Novatek forecasts... Read more | | Winbond and Macronix post mixed December sales Bits + chips | Jan 8, 16:27 Winbond Electronics has announced its December sales edged up 8.7% sequentially, thanks to contributions from the mobile RAM segment. Meanwhile, Macronix... Read more | Taiwan solar cell makers asking module makers for cash payments Bits + chips | Jan 8, 16:20 Many Taiwan-based crystalline silicon solar cell makers are requiring Taiwan-based solar module makers placing orders to pay cash on delivery instead... Read more | | IC substrate maker PPT sales may decline less than rivals in 1Q09 Bits + chips | Jan 8, 15:56 Due to sluggish market demand, IC substrate makers' performances in the first quarter of 2009 are expected to remain weak. Market observers expect Kinsus... Read more | ASE and SPIL to see 20-30% sales decline in 1Q09 Bits + chips | Jan 8, 15:56 Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL) have reported consolidated December sales of NT$4.14 billion (US$125.16... Read more | | IC distributors WPG, WT, Edom and Supreme perform better than expected in December Bits + chips | Jan 8, 15:11 Because customers have placed early orders ahead of the Lunar New Year holidays, IC distributors' December sales in 2008 performed better than expected... Read more | Three Taiwan-based solar cell makers see large drops in December revenues Bits + chips | Jan 8, 14:35 E-Ton Solar Tech, Solartech Energy and DelSolar, three Taiwan-based makers of crystalline silicon solar cells, on January 7 each reported significant... Read more | | TSMC dismisses ProMOS acquisition rumors Bits + chips | Jan 8, 10:43 Taiwan Semiconductor Manufacturing Company (TSMC) has dismissed rumors that suggested the company planned to buy DRAM maker ProMOS Technologies. Read more | Silterra COO reported to return to HHNEC Bits + chips | Jan 8, 01:15 Malaysian-based foundry Silterra's COO, Tzu-Yin Chiu will reportedly return to China-based foundry Hua Hong NEC (HHNEC) as the company's new CEO, according... Read more | | Surging China white-box handset demand boosts MCP memory pricing Bits + chips | Jan 8, 01:05 A recent increase in demand for white-box handsets in China has also brought up demand and prices for key component multi chip package (MCP) memory,... Read more |
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Systems | Taiwan market: Yahoo! Kimo launches keyword-based Brand Match advertising service Jan 8, 16:59 | | | | | Quanta manufacturer of new Apple 17-inch MacBook Pro , says paper Newswatch | Jan 8, 16:42 | | | | | Foxconn and Shuttle to launch VIA-based mini desktop PCs, says paper Newswatch | Jan 8, 16:36 | | | | | Mitac Technology military notebook shipments to grow 15-20% this year, says paper Newswatch | Jan 8, 16:05 | | | | | WinHEC 2008: Acer combines the latest CE technologies into a notebook Jan 8, 15:25 | | | | | CES 2009: Toshiba showcasing WiMAX capable business notebook Jan 8, 14:56 | | | | | Toshiba to launch new portable 500GB external 2.5-inch HDD in February Jan 8, 14:45 | | | | | Taiwan market: Asustek netbook strategy causing competitors to cut prices Jan 8, 14:08 | | | | | Taiwan digital camera makers Altek and Ability Enterprise suffer drops in December revenues Jan 8, 13:48 | | | | | Lenovo to cut 11% of workforce in 1Q09 Jan 8, 12:20 | | | | | Taiwan's international Internet bandwidth rises to over 235Gbps in 4Q08 Jan 8, 10:50 | | | | | Synnex December revenues up Jan 8, 10:29 | | | | |
Mobos | Intel preliminary 4Q08 figures show 20% sequential revenue decline Jan 8, 11:16 | | | | |
Bits + chips | UMC December revenues down 46% Stockwatch | Jan 8, 17:15 | | | | | LGE adopts Xceive silicon tuner for LCD and PDP TVs Jan 8, 16:00 | | | | | Testing equipment maker Chroma Ate eyes MEMS Jan 8, 11:31 | | | | | Consumer IC designer Prescope cuts into China education market Jan 8, 11:10 | | | | | DRAM chicken game yields no winners in 2008, says iSuppli Jan 8, 10:24 | | | | |
Telecom | Taiwan market: Arcoa to launch Utec-branded 3.5G network cards and netbooks Jan 8, 15:30 | | | | | Asustek to launch low-cost Eee phone in March, says paper Newswatch | Jan 8, 11:33 | | | |
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LCD panel orders from first-tier TV vendors return to Taiwan Displays | Jan 7, 12:19 | | Taiwan's panel suppliers are seeing demand from first-tier LCD TV vendors warming up in January, as clients' inventories are running low, according to market sources. Read more | | |
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Taiwan MOEA: Government bailout works only if DRAM makers build IP base Bits + chips | Jan 7, 14:42 | | Chen Chao-Yih, administrator of Taiwan's Ministry of Economic Affairs (MOEA) bureau, recently said that the fundamental problem that local DRAM makers must confront amid the current recession concerns is IP. Taiwan's DRAM industry does not have home-grown technology and if local players fail to acknowledge this, any government-led intervention is meaningless, according to Chen. Read more | | |
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Memory module makers perform better than expected in December Bits + chips | Jan 7, 01:05 | | Leading memory module makers Transcend Information and A-Data Technology posted better-than-expected revenues and shipments in December, as opposed to the money-losing commodity memory segment. Read more | | |
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Taiwan government should invest in Elpida and Micron, says A-Data chairman Bits + chips | Jan 7
The Taiwan government should consider injecting investment into the overseas partners (Elpida Memory and Micron Technology) of local DRAM makers which have developed advances in key memory technologies, Simon Chen, chairman of A-Data Technology, commented yesterday (January 6). Read more |
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| | | | USI sees drop in annual consolidated revenues in 2008 Systems | Jan 7, 16:35 Universal Scientific Industrial (USI) has announced consolidated revenues of NT$3.91 billion (US$118.65 million) for December 2008, a slight drop of... Read more | | Asia Optical December consolidated revenues down 32.9% on month Systems | Jan 7, 12:18 Asia Optical, a Taiwan-based maker of optical lens kits and digital cameras, has reported self-estimated consolidated revenues of NT$2 billion for December... Read more | Dell Taiwan strategy continues amid globalized business reorganization Systems | Jan 7, 11:50 With Dell planning to reorganize its business into three major segments, Dell Taiwan believes the reorganization will add extra strength to its operations... Read more | | VIA and SiS see on-year drop in 2008 revenues Mobos | Jan 7, 16:11 VIA Technologies has announced revenues for December 2008 of NT$441 million (US$13.38 million), although an increase of 6.8% on month, the amount still... Read more | AMD rolls out low-power desktop CPUs for nettops and all-in-one PCs Mobos | Jan 7, 01:25 AMD has rolled out a set of low-power desktop CPUs targeted at nettops, all-in-one PCs and ultra-small form factor PCs, dubbed Ultra-Value Clients (UVCs)... Read more | | Giantplus and Star World expect to benefit from new orders this year Displays | Jan 7, 15:09 Amid the uncertain economic outlook this year, small- to medium-size LCD panel maker Giantplus Technology and LCD module (LCM) specialist Star World... Read more | DRAM production cutbacks lead to lower utilization at packaging and testing firms in early 2009 Bits + chips | Jan 7, 17:08 Memory IC packaging and testing houses ChipMOS Technologies, Formosa Advanced Technologies Company (FATC), Power ASE Technology and United Test and Assembly... Read more | | Apple may add Broadcom to its iPhone supply chain, say Taiwan OEMs Bits + chips | Jan 7, 16:50 Apple is rumored to possibly be considering adding Broadcom to its iPhone supply chain, according to Taiwan OEMs who have seen Broadcom's baseband and... Read more | Passive component maker Holy Stone December sales decline Bits + chips | Jan 7, 16:09 Holy Stone has announced that its sales for December 2008 totaled NT$652 million (US$19.8 million), down 15.88% from November and down 32.08% on year,... Read more | | Taiwan wafer maker SAS hit record revenues for 41 months straight in December Bits + chips | Jan 7, 15:24 Sino-American Silicon Products (SAS), a Taiwan-based maker of solar-grade crystalline silicon wafers, on January 6 reported revenues of NT$880.1 million... Read more | SMIC claims no knowledge of talks with Intel; finalizes partnership with Datang Bits + chips - Newswatch | Jan 7, 14:17 Semiconductor Manufacturing International Corporation (SMIC) is reportedly holding negotiations which could see it gain Intel as a strategic partner... Read more | | Cyntec December sales decline on weak demand for notebook-use passive components Bits + chips | Jan 7, 11:28 Passive component maker Cyntec has reported consolidated December 2008 sales of NT$251 million (US$7.61 million), down 26% from November, as weak demand... Read more | DRAM maker PSC chairman forgoes salary Bits + chips | Jan 7, 11:17 Frank Huang, chairman of Powerchip Semiconductor Corporation (PSC), has announced that he will forgo his salary until the company returns to profits,... Read more | | Wafer foundries expected to see 20-30% revenue drops in December Bits + chips | Jan 7, 01:20 Taiwan-based foundry service providers may each suffer a revenue drop of 20-30% sequentially in December, as a result of the gloomy economic climate,... Read more | China poly-Si wafer maker LDK lowers 4Q08 outlook, 2009 forecast Bits + chips | Jan 7, 01:15 LDK Solar, the largest producer of solar-grade polycrystalline silicon (poly-Si) wafers in China, has announced the downward adjustment of its fourth-quarter... Read more | | HTC records NT$38 EPS in 2008 Telecom | Jan 7, 01:10 High Tech Computer (HTC) has announced revenues for the fiscal year 2008 (ended December 31, 2008) reached NT$152.56 billion (US$4.61 billion), with... Read more |
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Systems | CES 2009: Android platform enters netbook market, says paper Newswatch | Jan 7, 17:10 | | | | | Goldman Sachs expects 1Q09 notebook shipments to drop 24% on-quarter, says paper Newswatch | Jan 7, 16:57 | | | | | Taiwan market: Seagate to launch 3.5-inch HDD Barracuda 7200.12 Jan 7, 15:30 | | | | | AMD delivers new platform for ultra-thin notebooks Jan 7, 01:00 | | | | |
Displays | HannStar to resume LCM production at China plant in January, says paper Newswatch | Jan 7, 15:26 | | | | | LCD still rules handset displays, but new technologies hunt for niches, says ABI Research Jan 7, 14:10 | | | | |
Bits + chips | Global PCB industry decline to continue in 2009, says IEK and Tripod Jan 7, 16:55 | | | | | Formosa Plastics to invest NT$44 billion in solar industry, paper says Newswatch | Jan 7, 10:44 | | | | |
Telecom | CHT 2009 capex unaffected by economic slump Jan 7, 14:03 | | | | | Taiwan market: Handset sales to contract 10% in 2009, says channel operator Jan 7, 14:00 | | | | | Alvarion signs contract with Vmax for WiMAX project in Taiwan Jan 7, 10:48 | | | |
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Asustek China Desktop, server Display components DRAM handset IC IC design IC manufacturing LCD LCD panel Memory Mobile phone and PDA Mobo, chipset Monitor, TV netbook Networking notebook panel Passive, PCB, other IC components Portable revenues sales Samsung shipment Software, Internet Solar Storage, peripherals Taiwan Telecom service |
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WinHEC 2008 Taipei WinHEC is the only Microsoft conference that is exclusively focused on designing PCs, servers, and devices that run and interface with Windows. This...  Read more
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WiMAX A portal for information about Taiwan's WiMAX industry. Read more | |
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Rescuing the DRAM industry The DRAM industry accounts for about 10% of global semiconductor revenues, and chronic oversupply and diminished demand has led to a near collapse in... Read more | |
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Taiwan exports drop by record 41.9% on global slump - Bloomberg Taiwan's exports slumped by a record 41.9% in December on weaker demand from the US and China for laptops, mobile phones and computer chips.
| CES expectations muted in light of recession - CNNMoney The annual Consumer Electronics Show, or CES, will get underway on Wednesday in Las Vegas. And while conference organizers are still expecting a strong turnout, evidence abounds that many companies will be dialing back on their participation at what is normally a high-profile, and high-dollar, event.
| China seen facing wave of unrest in 2009 - Reuters China faces surging protests and riots in 2009 as rising unemployment stokes discontent, a state-run magazine said in a blunt warning of the hazards to Communist Party control from a sharp economic downturn.
| Interest in home networking migrates to mobile and portable devices (Jan 4) - Cellular News | Geopolitical tensions send oil price higher - The Financial Times "Our view is that the underlying theme of the market will change over the course of 2009 from the current 'we are worried about demand' towards 'we are worried about supply'," said analyst.
| After worst year ever, commodities may lag recovery - Reuters Commodities, until six months ago the darling of investors and an out-performing asset class, sealed their worst year on record with accelerating losses in the fourth quarter of the year, data showed on Thursday. "At the moment, confidence in the commodity market is short, definitely short. That confidence would start to be restored when we start to see a rebound in equity markets again..."
| South Korea's exports decline 17.4% in December - Bloomberg South Korea's exports fell by more than 15% for a second straight month in December, adding to signs the economy is headed for its first recession since 1998. President Lee Myung Bak said South Korea will run an "economy-emergency government" this year to fight the worst economic crisis since its 1997 $57 billion bailout by the IMF.
| Factories slash output, jobs around world - Reuters Factories in China and India joined much of Europe in slashing output and jobs at a record pace in December, another sign the biggest emerging markets were wilting under the recession gripping industrialized nations. "It feels like we've passed through the eye of the storm," Robert Rennie, chief currency strategist at Westpac in Sydney said of the financial crisis triggered by US bank failures last year.
| Wall Street starts new year with strong rally - Reuters US stocks started the new year with a big jump on Friday as investors looked beyond yet another piece of grim economic data on hopes that a recovery is on the horizon after a disastrous 2008. Markets shrugged off a report by the Institute for Supply Management that said US factory activity fell to a 28-year low in December, showing a more severe contraction than economists had expected.
| Worst holiday shopping season since '70 - CNNMoney The US holiday shopping season is the worst since at least 1970 due to the recession, heavy discounting and harsh winter weather just before Christmas, the International Council of Shopping Centers said Tuesday.
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Taiwan handsets – 3Q 2008 (Dec 19) |
Shipments in the third quarter grew only slightly, as orders from Motorola continued to decline and orders from Nokia were weaker than expected. Shipments to Nokia were also delayed. Shipment proportion of entry-level handsets dropped to below 40% in the third quarter due to declined orders from Motorola, Reliance and Huawei. |
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Table of contents Full report |
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Taiwan digital cameras – 3Q 2008 (Dec 19) |
Taiwan shipped 14.6 million digital cameras in the third quarter of 2008, up 30.8% sequentially and up 5.1% from the same period one year earlier. |
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Table of contents Full report |
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Taiwan semiconductor equipment industry overview (Aug 12) |
Worries about a global economic downturn have taken a toll on a number of industries, with the semiconductor industry being no exception. Players in the semiconductor industry have cut their annual capital expenditure (capex) this year to cope with the weak demand, and SEMI projects that following 6% market growth in 2007, the semiconductor equipment market will decline 20% in 2008 with sales reaching US$34.12 billion. |
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Taiwan motherboard industry overview (Jun 9) |
Taiwan’s motherboard industry remains dominated by four main players – Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS) – who hold the majority share of own-brand and channel market shipments. |
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Taiwan notebook industry overview (Jun 9) |
The worldwide notebook market saw total shipments of 101.28 million units in 2007, an increase of 36% compared to the previous year. |
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