Last update: Tuesday 15 January 2013 [88 news items]
Some optical disc makers plan to step into light guide plate production
Jan 15, 21:26
Some Taiwan-based blank optical disc makers, including CMC Magnetics, Prodisc Technology and Gigastorage, plan to diversify business operations by stepping into the production of...
Optical disc prices to rise nearly 50% in 2H13, says CMC chairman
Dec 28, 15:51
The global optical disc industry is experiencing a reshuffle which will continue into the first half of 2013 due to makers in Japan, as well as second- and third-tier Taiwan-based...
Lite-On IT pushes for 3.5-4 million SSD shipments in 2013
Dec 5, 21:22
Optical disc drive maker (ODD) Lite-On IT has been aggressively expanding its solid state drive (SSD) business and expects its annual capacity for 2013 to reach 3.5-4 million units,...
Future uncertainty keeps ODD makers away from developing thinner models
Sep 13, 01:40
Optical disc drive (ODD) makers have successfully reduced slim-type ODD thickness from the traditional size of 12.7mm to only 9.5mm to satisfy Intel's requirements for ultrabooks,...
Lite-On IT to strive for flat performance in 3Q12
Aug 7, 01:25
As the traditional peak season effect in the PC industry may not appear in the third quarter of 2012, optical disc drive (ODD) makers such as Lite-On IT are now turning conservative...
Lite-On IT sees drop in June revenues; conservative about 2H12
Jul 10, 02:00
Lite-On IT has announced revenues of NT$4.74 billion (US$158.12 million) for June, down 5.3% on year with revenues for the first half of 2012 reached NT$26.31 billion, down 11.5%...

Apr 26, 12:26
Optical disc maker CMC Magnetics has released financial results for first-quarter 2012, during which it generated net profit for the third consecutive quarter since returning to profitability...
HP, Dell and Asustek said to plan launch of 15-inch ultrabooks without an ODD
Apr 24, 00:47
As Apple reportedly may remove the design of the internal optical disc drive (ODD) for its new MacBook Pro and make it an optional pick, sources from supply chain pointed out that...
Intel estimates ultrabook shipments of 20-30 million units in 2012
Apr 19, 01:05
Intel has internally estimated that ultrabook shipments will reach 20-30 million units in 2012 and the volume in 2013 is expected to double or even triple on year as the integration...
Lite-On sees on-month growth, but on-year drop in March revenues
Apr 10, 01:15
Optical disc drive (ODD) maker Lite-On IT has announced consolidated revenues of NT$4.47 billion (US$151.28 million) for March, up 17.1% on month, but down 7.1% on year, while the...
Mar 21, 01:25
Optical disc makers CMC Magnetics and Ritek have received new orders worth more than NT$10 billion (US$339 million) in total since early March.

CMC November revenues hit 35-month high
Dec 9, 10:47
CMC Magnetics, which makes blank optical discs, has reported revenues of NT$1.772 billion (US$58.7 million) for November, hitting the highest in 35 months, and increasing 0.38% on...
Taiwan optical disc makers expect 10-20% sequential growth in 4Q11 revenues
Nov 17, 16:45
CMC Magnetics, Ritek and Gigastorage have fully utilized their optical disc production capacities and have received many orders, and therefore expect their revenues for the fourth...
Lite-On IT achieves new historical high in 3Q11 revenues
Oct 25, 01:20
Taiwan-based optical disc drive (ODD) maker Lite-On IT has announced consolidated revenues of NT$17.65 billion (US$585.02 million) for the third quarter, a new historical high and...
CMC to swing in profit in 3Q11, says newspaper
Newswatch - Oct 4, 10:38
Taiwan-based optical disc maker CMC Magnetics expects its business to turn into profitability in third-quarter 2011 and improve further in the fourth quarter due to growing demand...
Optical disc maker CMC Magnetics expects 10% growth in 3Q11 revenues
Sep 8, 01:50
Optical disc maker CMC Magnetics expects its third-quarter revenues to grow 10% sequentially and is also expected to turn a profit, as second-tier disc makers are gradually phasing...
Lite-On IT posts 1H11 net EPS of NT$1.51
Aug 26, 15:00
Optical drive maker Lite-On IT has reported net profit of NT$1.427 billion (US$49 million) for the first half of 2011, translating into net EPS of NT$1.51.
China rare earth export controls to increases hard drive prices by 5-10%
Aug 18, 01:35
The China government's export control policy for rare earth elements, a key material for hard drive's, will increase ASPs in the retail channel by 5-10% as hard drive makers are facing...
Fire in Sony London warehouse to further worsen blank disc shortages
Aug 11, 01:30
Sony's warehouse in London, the UK, which stores blank optical discs, was recently struck by fire and is expected to cause the optical disc market, which is already suffering from...
Taiwan optical disc makers using more capacity to make CD-Rs
Aug 8, 11:27
Taiwan-based optical disc makers, mainly CMC Magnetics, Ritek and Gigastorage, have increased proportions of their total production capacities for CD-R discs from 30% to 60-70% because...
ODD shipments still facing a crisis in 2H11 as Intel focuses on the ultrabook
Aug 2, 01:25
Optical disc drive (ODD) shipments are facing a great uncertainty in the future as Intel is aggressive pushing its new ultrabook design, which will not require the adoption of an...
Taiwan BD makers facing strong competition from India-based MBI
May 24, 01:55
Despite global Blu-ray disc (BD) sales are rising in 2011, since Taiwan-based BD makers including CMC Magnetics and Ritek, will only have limited capacity growth in 2011, while competitor...
Gigastorage expects optical disc production to break even in June
May 19, 16:15
Gigastorage, a second-tier Taiwan-based maker of blank optical discs, has raised its quotes each month since March 2011 and will continue to hike prices possibly until July, mainly...
Optical disc makers cut output to stabilize prices
May 13, 10:19
As first-tier Taiwan-based makers of blank optical discs, including CMC Magnetics, Ritek and Gigastorage, have reduced output by 20-30% since the beginning of 2011 and most second-tier...
Lite-On reports on-month growth in April revenues
May 10, 01:30
Taiwan-based optical drive maker Lite-On IT saw its revenues in April grew 10% on month to NT$5.27 billion (US$184.04 million) with combined consolidated revenues from the first four...
CMC, Ritek may hike optical disc quotes to reflect hiked cost
Apr 13, 10:59
In response to continual hikes in the cost of optical-grade polycarbonate (PC), which now stands at US$3/kg, Taiwan-based blank optical disc makers CMC Magnetics and Ritek are likely...
ODD demand sees limited impact from tablet PC
Mar 28, 17:04
Optical disc drive (ODD) shipments, originally expected to be strongly impacted by the growing popularity of tablet PCs, will manage to meet makers' expectations in the second quarter...
Fire strikes Ritek plants causing tight supply of Blu-ray discs
Feb 24, 01:25
A fire broke out at optical disc maker Ritek's plants in Hsinchu, Taiwan before the Lunar New Year holidays. Despite the company announcing that the fire would not impact its operations,...
CMC, Gigastorage cut output of optical discs
Feb 23, 11:38
Taiwan-based CMC Magnetics and Gigastorage have reduced production of CD-R and DVD-R/+R blank discs by as much as one-third from 2009 to cope with shrinking global demand, according...
Taiwan optical disc production value expected to rise in 2011
Jan 19, 11:52
Although total unit shipments to the global optical disc market are shrinking, the growth for the Blu-ray Disc (BD) segment is expected to boost Taiwan-based makers' production value...
Price of optical disk raw material starts dropping in 4Q10
Jan 13, 02:05
International pricing for optical-grade polycarbonate and tetrafluoro-propanol (TFP), which are used in optical discs, started seeing a drop in the fourth quarter of 2010, and with...
Japan DVD and CD outsourcing may not help Taiwan makers much, says sources
Nov 2, 02:20
As Japan-based optical disc maker Taiyo Yuden was recently reported to have cut its CD and DVD production by 40% due to the rising Japan exchange rate, market watchers believe the...
Taiwan optical disc makers feel pressure from rising material costs
Oct 13, 11:54
International prices for optical-grade polycarbonate (PC), a main constituent of optical discs, have risen from US$2.2-2.3/kg around the end of 2009 to US$2.7-2.8/kg currently, while...
CMC eyeing movie theater business in China
Oct 11, 12:03
Taiwan-based maker of blank optical discs CMC Magnetics has seen a good return from investment on a theater chain in Taiwan, and is talking with real estate developers in China to...
CMC Magnetics sees September revenues decline
Stockwatch - Oct 8, 17:03
CMC Magnectics, the largest Taiwan-based maker of blank optical discs, on October 8 reported unaudited consolidated revenues of NT$2.087 billion (US$65.5 billion) for September, slipping...
- LED business revenues to exceed NT$20 billion in 2013, says Lite-On Group chairman
- Pegatron expects 10% growth in 2Q13 shipments
- Windows RT facing pressure from being isolated
- Winbond, Macronix shipping NOR flash chips for Xbox One and PS4
- Taiwan market: HTC launches HTC Butterfly S and HTC Desire 600
- Formosa Epitaxy may see 3Q13 revenues grow 20-30% sequentially, says company chairman
- Digitimes Research: TSMC expanding in China
- Lite-On Technology to deal out 2012 cash dividend of NT$2.35
- Innolux not to be largely affected by subsidies ending in China, says company president
- Genius Electronic to expand lens capacity by 60%
- AUO likely to turn around performance in 2013, says company chairman
- DRAM market grows up, IHS finds
- Lite-On IT to start production of LED light bulbs in 3Q13
- Winbond looks to rising SDRAM prices in 2H13
- Large-size panel shipments grow 4% in May, says WitsView
- Blue filter glass in short supply due to white-box smartphone demand
- Emerging solar market growth dominates Solar Taiwan 2013 forum
- Accton obtains ODM orders with shipments scheduled until October
- Samsung sales of midrange large-size smartphones to affect China-based brands
- Prices of smartphone and tablet solutions to drop 10-20% in 2H13
- China market: Domestic TV panel supply falls far short of demand, says CVIA vice president
- Digitimes Research: South Korea firms mixed on solar business developments
- IC distributor WPG to see quarterly revenues exceed NT$100 billion in 2Q13
- Taiwan market: ViewSonic to launch Full HD projectors by end of 2013
- IDC lowers forecast growth for monitors while average screen size increases
- Releases
- White papers
- Bulletin
- Chilisin eyes strong prospect of tablet market, expects strong growth
- PowerByProxi aims to cooperate with Taiwan makers to explore wireless power market
- AZZURRO demonstrates high-yield production for GaN-on-Si voltage wafers
- Advantech Releases 6U CompactPCI Board with 4th Generation Intel Core i7 Processor
- Advantech to Support CompactPCI PlusIO and Serial Standards
- 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
20-Jun-2013 markets closed
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| TAIEX (TSE) | 7898.91 | -108.48 | -1.35% |

| TSE electronic | 296.68 | -4.49 | -1.49% |

| GTSM (OTC) | 118.6 | -1.33 | -1.11% |

| OTC electronic | 142.43 | -1.93 | -1.34% |

- Japan exports rise by most since 2010 (June 19) - BBC News
- IBM starts American job cuts, say reports (June 13) - NASDAQ.com
- NHK to air documentary on Taiwanese semiconductor giant (June 6) - Focus Taiwan news channel
- Slow global GDP growth weighs on IC market (May 29) - IC Insights
- Infineon ships security chips to Taiwan electronic passport program (May 23) - Company release
- Apple 'among largest tax avoiders in US' - Senate committee (May 21) - BBC News
- Weak eurozone growth hits euro (May 15) - The Financial Times
- German factory orders rise for second month (May 7) - Bloomberg
- Lose the switch, lose the loss: Cavendish Kinetics leverages MEMS for tunable RF components
- Cavendish Kinetics announces RF MEMS technology for improving wireless performance
- Solar trade dispute spreads to wine industry; gets personal
- Analogix eyes link between smartphones and HD displays
- Strong reaction from China, EU members over solar trade row

Dialog Semiconductor has managed to land solution orders from first-tier smartphone vendors in the...

Lose the switch, lose the loss: Cavendish Kinetics leverages MEMS for tunable RF components
Cavendish Kinetics recently announced the availability of production samples of its tunable RF capacitors...

Taiwan-based Chimei Group, once a major LCD panel maker, now focuses on providing upstream components...

Eight years ago, the Metro Ethernet Forum (MEF) defined the first carrier class networks and services...
- Smartphone and tablet industry: The view from Taiwan - May 2012
Taiwan-based companies have a long and successful history of involvement in the supply chain for mobile devices, which for the purposes of this article consist...
- Taiwan motherboard industry overview - May 2012
The year 2011 saw the motherboard industry reverse its trend of declining shipments year-on-year, to post a slight 0.2% growth. This upturn in fortunes was expected...
- 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...
- 2H 2012 global TFT panel market forecast
Digitimes Research predicts there will be a total of 389 million large-sized TFT LCD panels shipped in 2H12, with 195 million in the third quarter and 194 million in the fourth quarter - with the total representing a 7.6% increase over the first half of this year.
- Trends and shipment forecast for 2H 2012 smartphone market
Smartphone shipments in 2010 and 2011 both enjoyed growth of more than 60%. Growth will decelerate in 2012 due to the high base, as well as a slowdown in consumer spending in Western Europe.
- Trends in Asia LED chip manufacturing industry
Asia is playing an ever more important role in upstream LED chip manufacturing. The region accounted for 80% of MOCVD demand in 2011 and will account for 90% in 2012, largely because Taiwan, Japan, South Korea and China are the major global centers for LED chip production.

















