Asustek to replace Atom with Celeron in Eee Box to boost sales Systems | Dec 2, 01:05 | | While its nettop products have not sold as well as expected since debuting four months ago, Asustek is introducing a Celeron version of the Eee Box priced at NT$7,988 (US$240) in order to increase shipments for this year, according to market sources. The company is replacing the Atom processor with a Celeron 220 processor and upgrading its hard drive from 80GB to 120GB, while cutting the overall price, the sources explained. Read more | |  |
| Top five notebook vendors expected to combine for shipments of more than 125 million units in 2009 Systems | Dec 2, 01:00 | | Despite an uncertain economic outlook for 2009, global notebook shipments from the top five notebook vendors – Hewlett-Packard (HP), Acer, Dell, Toshiba and Asustek Computer – are expected to reach close to 130 million units in 2009, according to market sources. Read more | |  |
| Handset component suppliers turn conservative about 4Q Telecom | Dec 2, 11:40 | | Most Taiwan-based handset component suppliers who had previously remained optimistic about their shipment outlooks for the fourth quarter of this year have now become more conservative over business prospects, predicting their fourth-quarter revenues to stay flat or even decline slightly from the previous quarter. Read more | |  |
| TSMC downgrades 4Q sales forecast by 8-9%, but no layoffs planned Bits + chips | Dec 2
 Amid a global economic downturn that has lead to declining semiconductor sales, leading global pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) has announced that its fourth-quarter sales will come in well below the company's previous guidance given at the end of October due to a reduction of wafer shipments. Read more | |  |  |  |  |  | New Taiwan accounting standard to affect profits in PC supply chain Systems | Dec 2, 15:39 Although the Taiwan government has announced a delay in implementing a new accounting standard for inventory accounting, players in the PC supply chain... Read more |  | Taiwan vendors optimistic about all-in-one PC segment Systems | Dec 2, 12:24 Although Intel's Atom processor has successfully stimulated demand in the netbook market, its adoption in the nettop market has not had a similar effect... Read more | Worldwide server shipments grow 4%, revenues decline 5% in 3Q08, says Gartner Systems | Dec 2, 12:24 Worldwide server shipments for the third quarter of 2008 increased 4.4% over the same quarter last year, while worldwide server revenue for the same... Read more |  | Kontron to outsource 75% of production to Quanta Computer by 2010 Mobos | Dec 2, 11:24 Germany-based industrial PC maker Kontron, in order to minimize production costs, plans to have Taiwan-based Quanta Computer undertake OEM production... Read more | Innolux dismisses report about suspending China LCM plant construction Displays - Stockwatch | Dec 2, 12:12 Innolux Display has dismissed a report that said the company was suspending the construction of a LCD module (LCM) plant in Xiamen, China. Read more |  | IC packaging and testing house ASE cuts 4Q guidance Bits + chips - Stockwatch | Dec 2, 17:11 The world's largest packaging and testing house Advanced Semiconductor Engineering (ASE) has announced that the company's fourth-quarter revenues will... Read more | Many China firms gearing up for poly-Si production, but few will enter into volume production 2009, say Taiwan makers Bits + chips | Dec 2, 17:09 Due to fast growing demand for solar cells, there have been many newly established producers of polycrystalline silicon material (poly-Si) in China and... Read more |  | SMIC to gain TD-SCDMA orders on partnership with Datang Bits + chips | Dec 2, 16:03 Semiconductor Manufacturing International Corporation (SMIC) is expected to receive a positive sales contribution from its strategic partnership with... Read more | Foxconn investment in AMPI to benefit IC designer APEC Bits + chips | Dec 2, 15:56 With Foxconn Electronics (Hon Hai Precision Industry) taking a 16% stake in second-tier foundry Advanced Microelectronic Products (AMPI) through a private... Read more |  | Memory makers may prefer to forget 2008, says iSuppli Bits + chips | Dec 2, 12:14 For memory chip makers, 2008 will go down as a year to forget, as a major downturn in this segment caused revenues to fall for nearly all suppliers and... Read more | Semiconductor fab spending to decline by 41% in 2008, says SEMI Bits + chips | Dec 2, 12:00 Worldwide fab capacity is expected to grow by 5% in 2008 and is currently expected to increase between 4-5% in 2009, according to SEMI. Read more |  | Commentary: Growing popularity of low-cost PCs bad for DRAM makers Bits + chips | Dec 2, 11:15 Over the past few years, DRAM makers had been expanding capacity aggressively on industries' positive estimates of how the Windows Vista operating system... Read more | DRAM prices drop to new lows Bits + chips | Dec 2, 10:08 DRAM prices have dropped to new lows, with 1GB DDR2 reaching only US$0.6, according to market sources. Read more |  | Semiconductor market down 2.4% on year, says SIA Bits + chips | Dec 2, 01:20 Worldwide sales of semiconductors declined by 2.4% in October to US$22.5 billion compared to sales of US$23.0 billion in October 2007, the Semiconductor... Read more |
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|  Systems | China market: 3Q08 third-party e-payment service tops 66 billion yuan Dec 2, 11:53 | |  | | | Taiwan market: Samsung launches 13.6-megapixel digital camera M310W Dec 2, 10:01 | |  | | | China market: 3Q08 network security sales over 2 billion yuan Dec 2, 09:58 | | |  | |  Displays | HannStar cuts utilization rate at Wuhan LCM plant Stockwatch | Dec 2, 17:02 | |  | | | Korean vendors trim handset shipment goal for 2009, says report Newswatch | Dec 2, 15:31 | |  | | | BenQ cuts global staff by 3-5%, says paper Newswatch | Dec 2, 12:29 | |  | | | Taiwan market: 16:9 LCD monitor shipments growing Dec 2, 11:36 | |  | | | Taiwan market: Local LCD TV vendors expect to join price war Dec 2, 01:10 | | |  | |  Bits + chips | Applied Materials looks to drive TSV adoption Dec 2, 16:50 | |  | | | Semiconductor equipment sales to fall 28% this year, says SEMI Dec 2, 12:31 | |  | | | Yeon announces increased RFID IP, says paper Newswatch | Dec 2, 12:26 | |  | | | Number of DRAM makers in Asia to shrink, says report Newswatch | Dec 2, 12:03 | |  | | | Taiwan DRAM makers expected to report falling revenues in November, but losses narrow Newswatch | Dec 2, 11:59 | |  | | | Passive components maker Walsin braces for 10-15% decline in 4Q orders, says paper Newswatch | Dec 2, 11:46 | | |  |
| More details of AMD 45nm desktop CPU schedule revealed Mobos | Dec 1, 14:11 | | After the launch of its 45nm AM2+ Phenom II X4 900 series CPUs on January 8 next year, AMD is expected to introduce six 45nm AM3 CPUs in February: the quad-core Phenom II X4 925 and 910 with 6MB L3 Cache, the quad-core Phenom II X4 810 and 805 with 4MB L3 Cache, and the triple-core Phenom II X3 720 and 710 with 6MB L3 Cache, according to sources at motherboard makers. Read more | |  |
| China foundries HHNEC and GSMC expected to finalize merger talks next month Bits + chips | Dec 1, 15:16 | | Shanghai Integrated Circuit Industry Association (SICA), a semi-official government organization in China, has claimed that local foundries Hua Hong NEC (HHNEC) and Grace Semiconductor Manufacturing Corporation (GSMC) are likely to finailize merger talks by Lunar New Year next month. Read more | |  |
|  |  |  |  | Taiwan to become WTO GPA member Systems | Dec 1, 14:31 The World Trade Organization (WTO) is expected to announce on December 9 of Taiwan's accession to the WTO Agreement on Government Procurement (GPA),... Read more |  | LED packager Everlight to ax employees in December Displays | Dec 1, 16:27 Taiwan-based LED packaging company Everlight has decided to reduce its expenses on human resource by laying off employees starting December, according... Read more | Solar cell maker E-Ton reportedly lands 100MWp order from Italy PV module maker Bits + chips | Dec 1, 15:15 E-Ton Solar Tech, a Taiwan-based maker of crystalline silicon solar cells, is expected to sign with a photovoltaic (PV) module producer in Italy for... Read more |  | MediaTek November sales affected by falling white-box handset demand from China Bits + chips | Dec 1, 12:28 Due to falling demand of white-box handsets in China, market observers have lowered the expectations of MediaTek's November sales from NT$7.5 billion... Read more | TSMC MEMS deployment on schedule despite economic downturn Bits + chips | Dec 1, 12:27 Taiwan Semiconductor Manufacturing Company (TSMC) is said to be further enhancing the company's development of micro-electro mechanical systems (MEMS)... Read more |  | SDRAM specialist Etron posts losses for first 3 quarters Bits + chips - Newswatch | Dec 1, 11:09 Impacted by the economic downturn, SDRAM specialist Etron Technology has posted after-tax losses of NT$322 million (US$9.65 million) for the first three... Read more | Taiwan market: CHT aims to sell 50,000 iPhone 3Gs by 1Q09 Telecom | Dec 1, 12:29 Chunghwa Telecom (CHT) will start marketing the iPhone 3G handsets in the Taiwan market on December 13, with an aim to sell up to 50,000 units by the... Read more |  |  |
| |  Systems | Taiwan market: price-cut competition for BD devices at IT Month fair Dec 1, 16:35 | |  | | | BenQ launches 10.1-inch netbook Dec 1, 16:24 | |  | | | Pioneer showcases 16-layer 400GB optical disc Dec 1, 16:19 | |  | | | Thermaltake 4Q sales to fall short of goal, but optimistic about 2009 Dec 1, 16:11 | |  | | | JP Morgan expects global PC shipments to drop 5% in 2009, says paper Newswatch | Dec 1, 15:27 | |  | | | Taiwan market: Canon launches EOS 5D Mark II Dec 1, 14:26 | |  | | | Cooling module maker Sunon benfiting from netbooks, says paper Newswatch | Dec 1, 14:05 | |  | | | Asustek expects IT market to recover in 3Q09, says paper Newswatch | Dec 1, 11:58 | | |  | |  Displays | Taiwan market: Chimei expects to reach LCD TV shipment goal this year Dec 1, 17:15 | | |  | |  Bits + chips | KYEC postpones spin-off of memory testing division to January 2010 Stockwatch | Dec 1, 14:40 | |  | | | Depreciating Korean won driving down MLCC prices Dec 1, 12:12 | |  | | | Applied Materials introduces aerial imaging to boost lithography productivity Dec 1, 10:54 | | |  | |  Telecom | Mio to launch its first GPS-enabled 3.5G touch screen handset in 1Q09 Dec 1, 11:40 | | |  |
| Some solar cell makers seeking to renegotiate contract prices for silicon wafers Bits + chips | Nov 28, 15:19 | | In light of prices of polycrystalline silicon (poly-Si) solar cells having dropped from US$2.8-3.0/watt in early November 2008 to US$2.6-2.7/watt currently, and with further drops expected, some Taiwan-based makers of solar cells plan to ask their contract suppliers of solar-grade poly-Si wafers to lower contract prices to about US$7.5 per 6-inch wafer, according to industry sources in Taiwan. Read more | |  |
| IC designers may see even worse performance in 4Q08 due to frozen orders in November Bits + chips | Nov 28, 01:10 | | Taiwan first-tier IC design companies have revised fourth-quarter sales forecasts warning that performance is unlikely to meet earlier expectations because orders have been frozen since mid-November. Read more | |  |
| NXP suspends MEMS orders to SMIC Bits + chips | Nov 28, 01:05 | | Semiconductor Manufacturing International (SMIC), which announced plans to enter the MEMS OEM market at the end of October, has already seen orders from its major customer, NXP Semiconductors, cut because of an unclear economic outlook, according to MEMS equipment suppliers. Read more | |  |
| Elpida to increase stake in Rexchip to 52% Bits + chips | Nov 28, 01:00 | | Elpida Memory's board of directors has decided to increase its holdings in Rexchip Electronics, its Taiwan-based joint venture founded along with strategic partner Powerchip Semiconductor Corporation (PSC). Read more | |  |
|  |  |  |  | Intel denies rumored Calpella platform delay, says paper Systems - Newswatch | Nov 28, 17:21 Due to the price of Intel's current Centrino 2 notebook platform being too high – making it difficult for vendors to drop their notebook pricing... Read more |  | Taiwan IT makers not affected by Thailand protests Systems | Nov 28, 16:43 Although protesters have paralyzed Bangkok's air transportation, several Taiwan-based IT companies who have operations in Thailand have reported that... Read more | Taiwan network-equipment makers still see influx of WiMAX orders Systems | Nov 28, 15:14 Despite growing concerns of global market conditions, Taiwan-based network equipment makers have continued to receive orders for WiMAX CPE (customer... Read more |  | Optical disc makers benefit from polycarbonate price drops Systems | Nov 28, 10:38 International prices of optical-grade polycarbonate (PC) have dropped by 11-17% from US$2.8-2.9/kg in the third quarter of 2008 to US$2.4-2.5/kg in the... Read more | CMO purchases equipment worth about NT$1.5 billion Displays - Stockwatch | Nov 28, 12:30 Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) purchased total NT$788.6 million (US$23.7 million) worth of equipments from US-based Espec... Read more |  | CCL makers 4Q08 profitability to be crippled by oversupply and price drops Bits + chips | Nov 28, 17:11 Copper clad laminate (CCLs) suppliers Iteq, Taiwan Union Technology (TUC), Hwa Woei Laminate, Uniplus Electronics and Elite Material (EMC) are coming... Read more | Micron likely to increase orders for ChipMOS, SPIL and FATC Bits + chips | Nov 28, 15:30 ChipMOS Technologies, Siliconware Precision Industries (SPIL) and Formosa Advanced Technologies Company (FATC) are expected to benefit from Micron Technology... Read more |  | Toshiba delivers positive outlook for SSD market over next two years Bits + chips | Nov 28, 10:56 Toshiba has recently expressed its optimism about wider NAND flash deployment in solid-state drive (SSD) applications over the next two years. Market... Read more | STMicroelectronics said to volume produce dual-axis MEMS gyroscope in 1H09 Bits + chips | Nov 28, 10:49 STMicroelectronics reportedly will enter the dual-axis microelectromechanical systems (MEMS) gyroscope market next year, mounting a challenge against... Read more |  | Qimonda completes sale of Inotera shares Bits + chips | Nov 28, 10:25 Qimonda has announced the completion of the sale of its Inotera stake to Micron and the receipt of the second tranche of US$200 million in cash. Read more |
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|  Systems | Taiwan market: Microsoft offers SBS 2008 on 3-year payment play Nov 28, 16:54 | |  | | | Goldman Sachs trims 4Q08 notebook shipment growth to 1%, says paper Newswatch | Nov 28, 15:42 | |  | | | Toshiba to increase 2009 purchases from Taiwan by 20%, says paper Newswatch | Nov 28, 15:35 | | |  | |  Displays | Resistive touch panel maker Mildex to list on OTC Nov 28, 15:12 | | |  | |  Bits + chips | TSMC and UMC to carry out cost-reduction plans, report says Newswatch | Nov 28, 17:22 | |  | | | Equipment supplier Spirox sets up 5KW pilot HCPV system in Taiwan Nov 28, 16:18 | |  | | | Economic crisis impacting MEMS market, says Yole Nov 28, 12:30 | |  | | | Taiwan market: Delta Electronics wins second big PV project Nov 28, 12:17 | | |  | |  Telecom | Compal Communications lands Windows Mobile-based PDA phone orders from Motorola, says paper Newswatch | Nov 28, 14:58 | | |  |
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