Last update: Friday 13 January 2012 [107 news items]
Jan 13, 12:10
The global hard disk drive (HDD) industry may take one year to completely recover from the impact of flooding in Thailand and and therefore the market will not be able to resume normal...

USB 3.0 bridge controller makers vying for orders from HDD vendors
Jan 12, 01:40
USB 3.0 bridge controller chipmakers ASMedia Technology, JMicron Technology, Genesys Logic and Initio are competing fiercely for orders to be released by Western Digital, Seagate,...
Dec 30, 15:24
Intel will launch its new server platform Romley in March 2012, which is expected to cause enterprises to replace servers as early as the second half of 2012, according to industry...
HDD vendors reportedly requiring PC makers to sign long-term supply contracts
Dec 28, 14:55
Major hard disk drive (HDD) vendors reportedly have asked branded PC vendors to sign one-year buying contracts for HDDs at specified prices and volumes as the supply of HDDs has remained...
HDD industry to be dominated by Western Digital, Seagate
Dec 21, 16:23
In the wake of Seagate's completion of acquisition of Samsung Electronics' hard disc drive (HDD) business, industry observers believe the HDD industry will be dominated by Western...
Taiwan market: HDD supply to be tightest in January
Dec 19, 15:46
The short supply of hard disk drives (HDDs) in the Taiwan retail market due to the impact of flooding in Thailand is expected to peak in January 2012 and begin to ease in March, according...

Normal HDD supply to resume in 1Q12, says GBM
Dec 16, 16:34
The global supply for hard disk drives is expected to return to normal as early as the first quarter of 2012, according to Global Brands Manufacture (GBM), which makes PCBs and also...
Digitimes Research: Hard drive supply gap to only reach 5% in 2Q12
Dec 13, 16:17
Thailand's floods in early October, have created strong impact toward the hard disk drive (HDD) supply chain, causing many PC brand vendors to miss business opportunities in the fourth...

Intel 4Q11 revenues to be below expectations due to HDD supply shortages
Dec 13, 12:06
Intel has announced that the company's fourth-quarter results are expected to be below the company's previous outlook due to hard disk drive (HDD) supply shortages. The company now...
PC vendors hike prices to reflect adoption of larger capacity HDDs
Nov 30, 14:03
To cope with hard disk drive (HDD) shortages due to flooding in Thailand, HDD vendors have devoted more production to high-capacity and higher-profitability models, forcing PC vendors...
PC vendors to see serious HDD shortages starting December, says Acer VP
Nov 29, 01:20
As PC brand vendors' hard disc drive (HDD) inventory level will soon hit bottom, vendors will start experiencing HDD shortages in December and the problem will reach its peak in February...
Taiwan market: Prices for supply of HDDs for retail channels to rise by 10% in early December
Nov 28, 10:58
Prices for hard disk drives (HDDs) supplied to retail channels in the Taiwan market have risen 20-30% due to short supply arising from flooding in Thailand, and will be hiked by 10%...
Global HDD supply to be 35% short in 4Q11, say PC makers
Nov 28, 10:44
Global supply of hard disk drives (HDDs) in the fourth quarter of 2011 will decrease to 110-130 million units due to the impact of flooding in Thailand, about 35% short of demand...
Lower NAND prices to drive adoption of SSDs in 2H12, says Kingston
Nov 25, 11:12
With NAND flash prices reaching the sweet spot, solid-state drives (SSDs) are expected to see adoption expand substantially in the second half of 2012, according to a Kingston Technology...

DRAM spot prices stabilize on production cut plan, says inSpectrum
Nov 18, 16:54
The overall price trend of the DRAM spot market finally stabilized this week (November 14-18) due to the recent announcement of Elpida's production cut plan after a sluggish performance...
Seagate lowers 4Q11 target HDD shipments to 41-45 million units
Nov 18, 01:00
Seagate Technology has downward adjusted its fourth-quarter 2011 shipment goals for hard disk drives (HDDs) to 41-45 million units due to the impact of flooding in Thailand, decreasing...
Shipment forecast for HDD and PC lowered because of Thailand floods, says IDC
Nov 11, 15:21
Widespread flooding is bringing unprecedented devastation to the people and economy of Thailand. With operations disrupted at more than a dozen hard disk drive (HDD) factories, damage...
Nov 9, 01:15
Motherboard makers have been impacted by HDD shortages arising from flooding in Thailand since mid-October, and are expected to see their fourth-quarter shipments decrease 10-15%...
Tripod conservative about 4Q11 outlook
Nov 8, 11:50
PCB supplier Tripod Technology has expressed caution about the company's business outlook for the rest of 2011, citing supply chain disruptions caused by Thailand's floods.
HDD supply gap to narrow as Nidec resumes some production
Nov 8, 01:50
Japan-based hard disc drive (HDD) motor supplier Nidec, which contributes close to 75% of the global HDD motor shipments, has announced its Ayutthaya plants in Thailand have already...
ODM PC supply may be 10% short in December 2011, 1Q12 due to HDD shortages, say PC vendors
Nov 7, 11:17
The global ODM supply of PCs, due to short supply of hard disk drives (HDDs) arising from the flooding in Thailand, may be short of demand by 10% in December 2011 and the first quarter...
PC vendors search for HDDs in gray markets due to shortages
Nov 4, 16:44
Because of the increasing global shortage of hard disk drives arising from the flooding in Thailand, PC vendors have searched HDDs available for sale in gray markets, causing hikes...
PC ODMs may be forced to stop production due to HDD shortages
Nov 4, 15:31
Some PC ODMs may be forced to stop production beginning November due to hard disk drive (HDD) shortages, according to industry sources. Global HDD supply in the fourth quarter is...
Min Aik October revenues drop due to Thailand flooding
Stockwatch - Nov 3, 11:20
Min Aik Technology, which makes hard disk drive (HDD) components, has reported consolidated revenues of NT$557 million (US$18.4 million) for October, dropping 51.38% sequentially...
Taiwan market: Retail channels rest hope on Seagate for supply of HDDs
Nov 2, 16:25
As Western Digital (WD) has given priority to PC vendors for supply of its hard disk drives (HDDs) due to shortages arising from flooding in Thailand, retail channels in the Taiwan...
Global HDD shortages to peak in 1Q12
Nov 2, 16:00
Hard disk drive shortages are expected to peak in the first quarter of 2012, and the global supply chain will resume normal production the following quarter at the earliest, according...
HDD supply disruption to impact 4Q11 revenues, says GBM
Nov 1, 16:15
Global Brands Manufacture (GBM), which makes PCBs and also provides assembly services for the boards, has warned that its fourth-quarter revenues will be dragged down by sales of...
Digitimes Research: Thailand flood to create 12% HDD supply gap in 4Q11 and may enlarge in 1Q12
Nov 1, 14:00
According to Digitimes Research senior analyst Joanne Chien, most hard drive and related key component makers are currently unable to fully control their plants that were affected...

Acer expects 4Q11 notebook shipments to slip 5-10% due to HDD shortages
Oct 31, 11:35
Acer originally expected its notebook shipments to remain flat in the fourth quarter of 2011, or rise by up to 5% from the preceding quarter, but now has lowered the fourth-quarter...
Firms raise external HDD prices
Oct 26, 15:17
Companies have recently raised prices for their external hard drives by 10-20%, amid speculation that recent flooding in Thailand might cause tight supply for HDDs and related components,...
Oct 24, 11:19
Seagate Technology has downward adjusted its global shipment forecast for the fourth quarter of 2011 from 55 million hard disk drives to 40-50 million units because its production...
Prices for 2.5-inch HDDs rise by 5-10% due to Thailand flooding
Oct 21, 16:42
The serious flooding in Thailand has forced hard disk drive (HDD) assembly and HDD component factories in the area to stop production and consequently a global shortage of HDDs is...
HDD prices to rise in November due to flooding in Thailand
Oct 19, 01:20
International suppliers of hard disk drives (HDDs) are expected to raise prices as component costs will rise and demand from PC ODM/OEM makers has significantly increased due to the...
Thai flooding likely to constrain HDD supplies, says IHS
Oct 18, 10:00
Thailand has experienced its worst floods in more than 50 years, potentially leading to a shortage of HDD supplies during the current quarter that may last into the first quarter...
Ultrabook players to adopt hybrid HDD to save cost
Oct 18, 01:10
Hybrid hard disc drives (HDD) have recently become a popular choice among notebook brand vendors for their ultrabook models, according to sources from ultrabook players.
- China Mobile reportedly to obtain 4G license in December 2012
- Nokia, Motorola and Sony likely to increase handset orders to Taiwan ODMs
- Gross margins for ODM TV production to remain low in 2012
- MStar sees 8-13% sales drop in 1Q12
- Asustek, Pegatron see mixed January revenues
- Taiwan market: Chunghwa Telecom poised to offer mobile satellite communication service
- New products to account for 60% of AUO total shipments in 2012
- Intel, Nvidia to showcase latest technologies at MWC 2012
- Coretronic looks to rising projector shipments in February
- HannStar Display posts sequential revenue gains in January
- Lenovo 4Q11 revenues hit record
- Compal Communications, Arima Communications post mixed results for January
- Thinking Electronic positive about ultrabook demand
- Delta sees falling January revenues
- PTI 1Q12 sales to drop up to 10%, says chairman
- Novatek expects sales to hit bottom in 1Q12
- Largan expects shipments of phone camera lens modules to begin to rise in 2Q12
- Nvidia expected to benefit from new HTC strategy
- Touch panel makers Young Fast, J Touch post declined sales in January
- Growth of global TV shipments to fall to 7% in 2012, says GfK
- Amtran revenues down in January
- Lite-On IT, Quanta Storage see January revenues decrease
- Silicon wafer shipments down in 2011, says SEMI
- Digitimes Research: Solar wafer makers in Greater China increase quotes
- Digitimes Research: Solar PV installations booming in US southwestern states
- Releases
- White papers
- Bulletin
- Marvell and Google Team Up to Transform TV into the Command Center for the 'Connected Lifestyle'
- Marvell Launches Breakthrough Smart Energy Management Platforms for Appliances and LED Lighting Solutions
- Digi-Key announces global distribution agreement with Marktech Optoelectronics
- Valuable LED lighting - Ecomaa Dimmable LED MR16
- American Based Porsche Showroom Complements its HighEnd Automobiles with GlacialLight LED Lights
- Embracing the New Generation Intel Atom Family with DDR3 Memory Support
- Got The Message? Ensuring efficient and reliable delivery of content across a mission critical digital signage network
- Emb' Store On-Demand Software Service for Embedded Computing
- Efficient Network Management for Digital Signage
- Design Benefits of the MI/O Extension Solution
- LSI completes acquisition of SandForce
- NEC develops super-resolution technologies for fine magnification of surveillance camera images
- Fujitsu introduces ARROWS Z ISW11F au smartphone
- Isolated power factor corrected offline regulator needs no opto
- PSCo Technical Distribution partners with Matrox to offer fully integrated turnkey video walls
10-Feb-2012 markets closed
| Last | Change |
| TAIEX (TSE) | 7862.27 | -48.51 | -0.61% |

| TSE electronic | 294.11 | -2.94 | -0.99% |

| GTSM (OTC) | 115.45 | +0.00 | +0% |

| OTC electronic | 150.67 | -0.14 | -0.09% |

- Taiwan banks want higher investment limit for China peers (February 9) - Reuters
- China's exports and imports fall (February 10) - BBC News
- Foxconn hacked by group called SwaggSec (February 8) - 9to5Mac.com
- Post-election Taiwan: beyond exports (February 7) - The Financial Times
- Deadly cold snap cripples Europe (February 6) - ABC News
- IMF cuts China 2012 growth forecast to 8.25% (February 6) - Marketwatch.com (Dow Jones)
- US job numbers show strong growth (February 3) - BBC News
- Taiwan backs Ma, but unease over China remains (January 14) - BBC News
- Commentary: Lack of distribution channels continues to hover over Taiwan solar industry
- Possible versions to fix Elpida debt repayment crunch
- Commentary: Could automation solve labor issues for Foxconn?
- Commentary: Apple being dragged into US-China trade war
- Digitimes Research: Greater China to take up 65% of global small- to medium-size TFT LCD shipments in 2011

Growth of the LED market: Q&A with James Jenson, vice president of LED business unit at Veeco
US-based MOCVD equipment provider Veeco currently ranks number one in global market share with 50%...

MEMS sensors market looking strong: Q&A with Kionix director of marketing Brachocki
In a recent telephone interview, Ed Brachocki, director of marketing at Kionix, updated several developments...

The greening of Taiwan: Q&A with Siemens Taiwan CEO Peter Weiss
While Taiwan is not usually thought of as being at the forefront of the green revolution, Taipei happened...

Focus on small, cost-effective packages: Q&A with STATS ChipPAC CEO Tan Lay Koon
Despite uncertainties in the semiconductor industry outlook, packaging and testing firm STATS ChipPAC...
- Notebook market overview - Jun 2011
The notebook industry in 2010 experienced several major events that significantly changed the industry's ecosystem for the year and the industry is also believed...
- LCD TV overview - Jun 2011
Growth of the global LCD TV market was not as strong as expected in 2010 as the market continued to feel the aftershocks of the economic recession that had hit...
- Taiwan motherboard industry overview - Jun 2011
The motherboard industry began 2010 with optimism and expected to see a reversal of the previous two years' declines in revenues and shipments as the impact of...
- Taiwan DRAM module industry overview - Jun 2011
The year 2010 represented a peak in recent years for the DRAM module industry. Optimism surfaced in the second half of 2009 thanks to a return of demand on the...
- Taiwan ICT industry development and outlook
A presentation prepared for Taiwan Ministry of Economic Affairs (MOEA), offering an overview of Taiwan's key ICT industries and the dynamics influencing future development. The report is free for download.
- Standards and scale of Asia LED lighting markets
Digitimes Research projects marked growth in LED markets across Asia over the next five years. This Digitimes Research Special Report provides an overview of the standards in the major LED lighting markets in Asia.
- Development of electronics manufacturing bases in China central and western regions
The recently published 12th Five Year Plan clearly states the intention to reform the industrial structure. Central government policy has succeeded in making the central and western regions the most important manufacturing sites for the coming decade.























