Thinking reports NT$371 million in January revenues

Feb 9, 11:16

Passive component maker Thinking Electronic Industrial reported January consolidated revenues of NT$371 million (US$12.8 million), up 1.2% sequentially. Thinking indicated that capacity...

Switch to 8-inch wafers to provide sufficient capacity and inventory flexibility for analog IC design houses

Jan 26, 01:45

With the imminent entry of Texas Instrument's (TI) 12-inch analog IC process, Taiwan-based analog IC design houses have looked to transition to 8-inch wafers since the second half...

Solid capacitor demand on the rise

Jan 25, 13:50

With motherboard makers looking to clear inventory and some clients are concerned about labor shortages after the Lunar New Year holidays, procurement for solid capacitors is on the...

Inventory of LCD panel makers returned to healthy levels at the end of 2010, says DisplaySearch

Jan 21, 15:04

The level of inventory in panel makers' fabs and in the sales pipeline is a key variable for TFT LCD supply and demand, and panel makers' inventories returned to a healthy level at...

Tablet PC demand may cause notebook panel prices to rise in 2Q11

Jan 18, 02:10

Mainstream notebook panels, such as 14- to 15-inch models, are expected to see supply capacity affected by strong tablet PC shipments in the second quarter of 2011, causing related...

Passive component makers see orders pick up

Jan 14, 11:24

Passive component suppliers have seen clients step up procurement recently and the improved order visibility should translate into growth for first-quarter 2010 revenues, according...

CCL makers to post strong 1Q11

Jan 14, 01:05

Copper-clad laminate (CCL) makers Elite Material (EMC), Iteq, Taiwan Union Technology (TUC) and Uniplus Electronics are expected to see the first-quarter of 2011 buck seasonal trends,...

Quanta, Wistron see up, while Compal down in December notebook shipments

Jan 11, 02:25

Taiwan-based notebook makers Quanta Computer, Compal Electronics, Wistron and Pegatron Technology have announced their revenues for December 2010 with Quanta and Wistron both seeing...

Sigurd posts sequential drop for December revenues

Jan 11, 01:35

IC packaging and testing house Sigurd Microelectronics reported self-evaluated consolidated revenues of NT$383 million (US$13.09 million) for December, down 2.3% sequentially due...

Co-Tech posts 16% sequential growth in December revenues

Jan 6, 01:25

Copper foil maker Co-Tech saw December 2010 revenues climb 16% sequentially to NT$470 million (US$16 million), as clients began to build up inventory in anticipation of higher copper...

PCB maker TPT expects flat or slight growth in 1Q11 revenues

Dec 29, 01:45

Taiwan-based PCB maker Taiwan PCB Techvest (TPT) expects revenues to stay flat or grow slightly on quarter in the first quarter of 2011, judging from current order visibility. Demand...

Touch panel makers expect sequential drop in December revenues

Dec 29, 01:00

Touch panel makers Wintek, TPK Touch Solutions, Sintek Photronics, J Touch and Young Fast Optoelectronics all expect revenues in December 2010 to drop sequentially.

LCD panel market to be better in 2011, says AUO executive VP

Dec 21, 15:11

With limited capacity expansion in 2010, and only South Korea's LG Display having ramped up capacity substantially in the past two years, LCD panel supply and demand will be more...

TV panel prices to rebound in 1Q11

Dec 21, 01:20

LCD TV panel price is still trending down at the moment but has very little room for further decline. Quotes for 32-inch TV panels are around US$150. With TV panel quotes already...

CCL makers EMC, TUC sales bounce back in November

Dec 14, 01:40

Copper-clad laminate (CCL) suppliers Elite Materials (EMC) and Taiwan Union Technology (TUC) have both announced growth in November 2010 consolidated revenues from the previous mon...

Intel cuts Huron River discounts to notebook brands to digest Calpella inventory

Dec 13, 16:26

Despite that Intel's latest Huron River platform for notebooks will hit the market in less than a month, first-tier notebook brands including Asustek Computer, Hewlett-Packard (HP),...

Passive component maker Walsin revenues down 5% sequentially in November

Dec 9, 10:45

Passive component maker Walsin Technology has announced revenues for November slid 5.1% on month to NT$1.28 billion (US$42 million), citing customers' ongoing inventory adjustments...

Mag.Layers and Ralec posts November sales increase

Dec 8, 01:05

Taiwan-based passive component makers Mag.Layers Scientific-Technics and Ralec Electronics saw their November 2010 revenues increase sequentially thanks to more working days after...

LED chip packagers enjoy strong November

Dec 7, 01:10

LED chip packagers saw revenues rebound in November, but flat growth to modest declines are expected for December due to clients typically looking to closely manage inventory at the...

Taiwan market: Upcoming IT Month helps to increase market share of LED-backlit products

Dec 3, 01:40

LED-backlit TV's share in the Taiwan LCD TV market is expected to reach 20% at the end of 2010, while market share of LED-backlit monitors is also expected to reach 20% at the end...

WPG seeing orders rebound, expects 4Q10 sales to meet guidance

Dec 3, 01:15

WPG has seen customers work down their inventory much faster than anticipated, according to the IC distributor, adding that sales along with those from recently-acquired Yosun Industrial...

LED TV inventory rising on flat LCD TV sales during Black Friday

Dec 1, 02:00

Overall LCD TV sales during the Black Friday holidays were flat due to the conservative attitude of consumers, as well as lower than expected price drops for LED-backlit LCD TVs,...

Europe solar module makers lower quotes by 6%

Nov 30, 01:00

First-tier Europe-based solar module makers have lowered quotes to EUR1.55/W (US$2.06) from an average of EUR1.65/W in the third quarter to digest inventory as the market enters the...

Taiwan-based aluminum electrolytic capacitor makers see sales bottom in November and December

Nov 24, 11:19

Taiwan-based aluminum electrolytic capacitor makers have indicated that revenue declines will end in November and December as clients finished adjusting their inventory. Looking at...

Korea conflict may bring short-term benefit to the panel industry

Nov 24, 01:35

The conflict between North and South Korea is expected to bring some short-term benefit to the panel industry as vendors may start to stockpile inventory to avoid possible shortages...

Component makers facing dilemma over inventory management

Nov 23, 02:10

Taiwan-based notebook makers are currently facing a dilemma over their inventory preparations as their downstream partners have started to place short-term orders to avoid the risk...

NAND flash contract price decline intensifies

Nov 17, 01:45

NAND flash contract prices have continued to decline in early November 2010. Prices for 64Gb and 16Gb MLC products dropped more than 7% and 8Gb MLC products fell 10-14% largely due...

First-tier notebook brands target emerging markets to clear inventory

Nov 16, 01:40

First-tier notebook brands have recently started digesting their Calpella- and Montevina-based notebook inventory, selling them mainly to emerging markets such as Latin America, Southeast...

Large-size TFT shipments and revenues fell as supply chain sought inventory reductions in 3Q10, says DisplaySearch

Nov 12, 12:08

Shipments of large-size TFT-LCDs over 9.1-inch fell to 163 million units in the third quarter of 2010, with 4% sequential decline, but 7% on year growth. Revenues reached US$21.3...

Pixart Imaging 4Q10 revenues likely to slip 30% sequentially

Nov 10, 14:01

Pixart Imaging saw third-quarter 2010 revenues decline 17.7% sequentially, more severe than the projected 10%. With the gaming industry entering its annual low season and customers...

Driver IC maker Himax posts 26.3% sequential revenue decline for 3Q10

Nov 10, 01:55

TFT LCD driver IC maker Himax Technologies posted third-quarter 2010 revenues of US$138 million, down 26.3% sequentially but still meeting its adjusted forecast. Although the company...

Transcend October sales drop 11%

Nov 9, 01:30

Affected by falling shipments and ASP of DRAM products, Transcend saw October revenues decrease 11.3% sequentially to NT$2.63 billion (US$87 million), according to the memory module...

Germany-based solar module makers eyeing overseas market

Nov 4, 12:21

With demand at their home market down in the fourth quarter, Germany-based solar module makers are seeing a significant increase in domestic inventory, and the companies reportedly...

Realtek and ALi report decline in 3Q10 sales

Nov 3, 01:45

IC design houses Realtek Semiconductor and ALi on November 2 released their third-quarter financial results. Due to inventory adjustments by customers, Realtek saw third-quarter revenues...

Taiwan market: LCD TV price war likely in 4Q10

Oct 26, 01:25

With Sony recently cutting the price for 32-inch entry level LCD TVs by NT$2,000 (NT$65) to NT$17,900, a price war is imminent in the Taiwan market. Industry sources indicated that...