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NEWS & VIEWS |
Taipei,
Thursday, December 4, 2008
09:10 (GMT+8)
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IC distributor WPG expects to see stable performance in 4Q08 while outlook for 2009 is uncertain Oct 31, 12:40 Fourth-quarter sales of WPG Holdings are expected be stable, reaching NT$34-36 billion (US$1.04-1.1) with a 5.5-5.8% gross margin and 2.1-2.3% operating margin, according to company spokesperson Cliff Yuan. Read more |
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TSMC CEO: Semiconductor industry to decline 5-9% in 2009 Oct 31, 01:10 Semiconductor industry sales will stay flat in 2008 and decline 5-9% next year, with wafer OEMs seeing even steeper declines, according to Rick Tsai, CEO of Taiwan Semiconductor Manufacturing Company (TSMC). Read more |
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MediaTek reports record 3Q08 sales but expects 9-16% sales decline in 4Q Oct 31, 01:00 MediaTek's has announced that third-quarter consolidated sales totaled NT$28,052 million, up 25.7% sequentially and hitting a company quarterly sales record. Gross margin of the quarter was 54.3%, up from 53.8% in the second quarter, but lower than 57.1% in the same period last year. After-tax net income was NT$7.18 billion with a NT$6.47 EPS. MediaTek's consolidated sales for the first three quarters were NT$69.75 billion with NT$16.31 after-tax net income and a NT$15.3 EPS. Read more |
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TSMC reports EPS NT$1.18 for 3Q08 Oct 30, 14:41 Taiwan Semiconductor Manufacturing Company (TSMC) has announced revenues of NT$92.98 billion (US$2.8 billion), net income of NT$30.57 billion, and diluted EPS of NT$1.18 (or US$0.19 per ADR unit) for the third quarter of 2008. Read more |
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IC design house ITE sees profits jump over 33% sequentially in 3Q08 Oct 30, 13:57 IC-design house ITE Tech, a United Microelectronics Corporation (UMC) affiliate, saw its after-tax profits shoot up 33.5% sequentially to NT$139 million (US$4.2 million) in the third quarter of 2008 in part due to gains from foreign exchange transactions and IP royalties income, according to the company's financial statement. Read more |
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Lite-On reports 3Q results Oct 30, 12:30 Taiwan-based power supply unit (PSU) maker Lite-On Technology announced consolidated net profits after tax of NT$2.09 billion (US$63.53 million) for the third quarter, a sequential increase of 52.52%, but a drop of 20.58% on year, the amount generated earning per share (EPS) of NT$0.95. Read more |
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Wistron increases 2009 netbook forecast Oct 30, 01:20 Wistron has announced consolidated revenues of NT$121.68 billion (US$3.66 billion) for the third quarter this year, a sequential increase of 32.14%, with a net profit after tax of NT$2.2 billion and EPS of NT$1.47. Read more |
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Panel makers see increasing revenues contribution of small- to medium-size panels Oct 30, 01:05 Despite that Taiwan-based panel makers have reported losses due to reductions in panel out, shipments of small- to medium-size panels continue to see growth. For some makers, revenues contribution of the small- to medium-size segment has increased from below 10% to between 14-20%, according to sources at panel makers. Read more |
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Taiwan IPC maker Adlink sees 3Q08 profits slip on quarter Oct 30, 01:00 IPC maker Adlink Technology saw a net profit of NT$65.7 million for the third quarter of 2008 dropping by 30.93% on quarter. Read more |
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Thermaltake expects to see a 10% sequential growth in 4Q08 Oct 29, 17:05 Taiwan-based chassis and cooler module maker Thermaltake Technology has pointed out that the falling worldwide economy has not impacted demand for its products. The company expects revenues in the fourth quarter this year to see a sequential growth of around 10%. Read more |
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UMC posts losses of NT$1.41 billion in 3Q08 Oct 29, 16:25 United Microelectronics Corporation (UMC) has posted a net loss of NT$1.41 billion (US$42.09 million) for the third quarter of this year, mainly due to an impairment loss of NT$3.22 billion. In comparison, the company posted a net income of NT$2.4 billion in the second quarter. Read more |
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SPIL 3Q08 sales grow almost 9% sequentially, but down on year Oct 29, 15:10 Siliconware Precision Industries (SPIL) has announced that its revenues for the third quarter of 2008 were NT$17.24 billion, representing a 8.8% increase compared to the second quarter of 2008 but a 3.7% decline compared to the third quarter of 2007. Read more |
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D-Link net profits surge over 35% sequentially in 3Q08 Oct 29, 14:49 D-Link saw its after-tax profits grow 35.1% sequentially to NT$458 million (US$13.67 million) in the third quarter of this year, although revenues were up just 1.4% to NT$8.63 billion during the same period, the company said at an investors conference. Read more |
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Global LCD panel revenues grow 2% in September, says DisplaySearch Oct 29, 14:40 Worldwide LCD panel shipment revenues grew 2% to US$6.5 billion in September, with the gap between the top-two players, Samsung Electronics and LG Display, narrowing, according to DisplaySearch. Read more |
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Inventec margins drop in 3Q08 on declined server shipments Oct 29, 01:25 Inventec's margins dropped to 2.61% in the third quarter as result of a decline in server shipments which offered high margins, according to the company. Margins for the first three quarters of 2008 were 3.78%, with revenues for the period rising 51% on year to NT$245.22 billion (US$7.34 billion). Read more |
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Novatek sales drop, but margins rise in 3Q08 Oct 29, 01:20 Driver IC designer Novatek Microelectronics saw its revenues drop to NT$6.91 billion (US$260.49 million) in the third quarter from NT$7.24 billion in the second quarter, but margins rose from 28.42% to 30.24% because of the introduction of new products and an adjustment to the company's overall product mix, according to the company. Read more |
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J Touch sales driven by Samsung touch panel orders Oct 29, 01:15 Taiwan-based touch panel supplier J Touch, having swung back to profits in the third quarter, will see its October revenues hit a monthly record of NT$300 million (US$8.97 million), thanks to shipments to Samsung Electronics for use in smartphones, according to industry sources. Read more |
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LCD panel makers CPT and HannStar announce huge losses for 3Q08 Oct 29, 01:05 Chunghwa Picture Tubes (CPT) and HannStar Display have both reported huge losses for the third quarter as a result of weak demand and fast falling LCD panel prices. Read more |
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Delta sees increasing performance in 3Q08, but conservative about 4Q08 Oct 28, 15:47 Delta Electronics has announced consolidated revenues of NT$41.01 billion (US$1.23 billion) for in the third quarter this year, an increase of 13.28% compared to revenues in the second quarter. Read more |
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Taiwan market: x86 server shipments up, but revenues down in 2Q08, says IDC Oct 28, 14:34 Although x86 server shipments to Taiwan in the second quarter of 2008 increased compared to the first quarter, revenues have dropped, according to sources at server vendors citing data from IDC. Read more |
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Silitech handset keypad shipments not affected by global financial crisis Oct 27, 15:27 Silitech Technology expects its revenues to continue to grow in the fourth quarter of this year as its shipments of handset keypads have continued to move forward without being disrupted by the current economic downturn, according to company sources. Read more |
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CMO braces for further shipment and ASP drops for large-size LCD panels in 4Q08 Oct 27, 15:21 Chi Mei Optoelectronics (CMO) expects shipments of TV and IT applications to decline 15% and 10-15% sequentially in the fourth quarter respectively, with their respective average selling prices (ASPs) dropping 11-12% and 5-10%, according to company president Jau-Yang Ho. Read more |
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Faraday is conservative about 4Q08 but expects 2009 sales to grow Oct 27, 12:17 United Microelectronics Corporation's (UMC's) subsidiary Faraday Technology has forecast its fourth-quarter sales are to decline due to seasonality as well as the poor global economy, but gross margin is still expected to grow. Read more |
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Transcend gross margins at double-digits in 3Q08 Oct 27, 11:36 Taiwan-based memory module maker Transcend Information scored a double-digit gross margin, at 10.5%, in the third quarter of 2008 on record shipments of own-brand NAND flash and DRAM products, according to the company. Read more |
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Simplo scores new historical high in 3Q08 revenues Oct 27, 10:54 Taiwan-based notebook battery module maker Simplo Technology has announced revenues of NT$8.44 billion (US$252.22 million) for the third quarter this year, scoring a new historical high for the company. Read more |
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Catcher denies analyst view that losing Apple orders will hurt in 2009 Oct 24, 16:05 Magnesium-alloy case maker Catcher Technology has responded to comments made by market watchers that the company's outlook next year shows limited potential due to the loss of orders from Apple. Catcher said the reports are pure speculation adding that orders are showing positive growth. However, the company declined to support its statements saying it cannot discuss details of its relationships with clients. Read more |
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CMO swings to losses in 3Q08 Oct 24, 15:14 CMO has reported consolidated net losses of NT$4.19 billion (US$125.23 million) for the third quarter, with sales declining 14.1% sequentially to NT$81.99 billion. Read more |
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Samsung LCD sales flat in 3Q08; profit margin dives Oct 24, 11:55 Samsung Electronics has reported that its LCD panel sales for the third quarter climbed just 2% sequentially to 4.81 trillion won (US$3.43 billion), with operating profit margins for the segment going down to 8% in the period compared to 21% in the second quarter. Read more |
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Merry revenues increase almost 19% in 3Q08 Oct 23, 15:14 Taiwan-based headset maker Merry Electronics has announced consolidated revenues of NT$2.56 billion (US$76.87 million) for the third quarter this year, an increase of 18.88% compared to the previous quarter. Read more |
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AUO announces sharp profit drop for 3Q08 Oct 23, 15:03 AU Optronics (AUO) has announced a sharp drop in consolidated net profits for the third quarter at NT$806 million (US$24.16 million), down 96.2% on year and 95.8% sequentially, as average selling prices (ASP) sank deeply amid worsening macroeconomic conditions. Read more |
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Largan Precision enjoys large profits in 3Q08 Oct 22, 14:54 Lens kit maker Largan Precision saw an estimated net profit of NT$1.133 billion (US$34.39 million) for the third quarter of 2008, increasing by 56.9% on quarter and by 72.7% on year, according to the company speaking at an investors conference on October 21. Read more |
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IC testing and LCD equipment vendors report declined profits for Jan-Sep period Oct 22, 14:12 Two leading Taiwan IC testing and LCD equipment suppliers Mirle Automation and Test Research (TRI) have seen a decline in profits for the first three quarters of 2008 due to weak market conditions, according to the companies. Read more |
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Ledtech aims for 30% revenue growth in 2009 Oct 22, 12:05 While Taiwan-based LED packaging company Ledtech Electronics became listed on the Taiwan Stock Exchange yesterday. Frank Liu, chairman of Ledtech indicated that the company's goal in 2009 is to challenge for 30% revenue growth. Read more |
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Compal sees 3Q08 revenues grow 27% Oct 22, 01:20 Notebook maker Compal Electronics has reported that its revenues for the third quarter increased 27% sequentially to NT$110.08 billion (US$3.36 billion), with shipments totaling 6.9 million units. Read more |
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PSC has no expansion plans for 2009 Oct 22, 01:10 DRAM maker Powerchip Semiconductor Corporation (PSC), which has reported huge losses for the third quarter because of fast dropping prices amid serious oversupply in the market, has no plans for any capacity expansion next year, according to company chairman Frank Huang. Read more |
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China market: Baidu leads search engines with over 63% of revenues in 3Q08 Oct 21, 14:47 Search engines in the China market generated total revenues of 1.464 billion yuan (US$214 million) in the third quarter of 2008. Baidu was the largest search engine accounting for 63.4% of total revenues, according to China-based consulting company Analysys International. Read more |
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LED leadframe maker I-Chiun expects 10% revenue drop in 4Q Oct 21, 12:13 Taiwan-based LED leadframe maker I-Chiun Precision Industry expects its revenues in the fourth quarter to drop 10% compared with the third quarter as the LED industry enters the low season in the fourth quarter, according to market sources. Read more |
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AMD reports 3Q08 results Oct 17, 16:54 AMD has reported third quarter 2008 revenues from continuing operations of US$1.776 billion, including process technology license revenues of US$191 million. Third quarter 2008 revenues increased 32% compared to the second quarter of 2008 and 14% compared to the third quarter of 2007. Read more |
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ChipMOS September sales down more than 13% Oct 17, 12:39 ChipMOS Technologies has reported consolidated revenues of NT$1.3 billion (US$40.3 million) for the month of September, a decrease of 13.6% from August 2008 and a decrease of 36.3% from the same period in 2007. Read more |
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LED leadframe maker I-Chiun Precision sees September revenues rise 9% Oct 16, 12:50 Taiwan-based LED leadframe maker I-Chiun Precision Industry posted September consolidated revenues of NT$472.5 million (US$14.5 million), up 9% from NT$433 million in August and up 10.7% on year; its third quarter consolidated revenues reached NT$1.4 billion, according to data from the Taiwan Stock Exchange (TSE). Read more |
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IC distributors to face revenue decline in final two months of 2008 Oct 16, 01:15 Although some IC distributors scored new highs in their monthly revenues in September, several notebook makers have recently started warning distributors to be more careful with their inventory for the fourth quarter, since demand in the next two months may see a sharp decline, according to sources at IC distributors. Read more |
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Richtek expects NT$1.82-1.92 billion sales in 4Q08, says paper Newswatch - Oct 15, 17:00 Richtek estimates its fourth-quarter sales in the range of NT$1.82-1.92 billion (US$56.22-59.31 million), down 5-10% sequentially, on a gross margin of 38-40%, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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Motherboard makers see positive revenue growth in September Oct 14, 12:12 Asustek Computer announced consolidated revenues of NT$30.3 billion (US$936.2 million) in September, representing growth of 17% on month and 42% on year, and being a new historical monthly high for the company. Due to demand in both Europe and China markets starting to rise, the company indicated that it expects its notebook and Eee PC shipment in the fourth quarter will continue to break new records as well. Read more |
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Taiwan LED industry revenues down 3.9% on year in September Oct 14, 01:10 Taiwan's LED industry saw its total revenues reach about NT$6 billion, up only slightly from NT$5.9 billion in August. The overall total was down 3.9% on year, showing that the industry is feeling the impact of the global economic downturn. Read more |
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Handset PCB maker Compeq reports September revenue growth of 21.7% Oct 14, 01:05 Taiwan-based handset-use PCB maker Compeq Manufacturing posted September consolidated revenues of NT$ 2.7 billion (US$83.4 million), up 21.7% from NT$2.2 billion in August, and up 37.6% on year; and its consolidated revenues for the third quarter reached NT$6.8 billion, up 30% on quarter, according to data from the Taiwan Stock Exchange (TSE). Read more |
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TPO set revenues record in September Oct 14, 01:00 Small- to medium-size panel maker TPO Displays, benefiting from peak season orders from Nokia, set a revenue record in September. The company's September consolidated revenues reached NT$3.8 billion (US$117 million), up 15% from NT$3.3 billion in August, according to data from the Taiwan Stock Exchange (TSE). Read more |
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Compal sees strong revenues growth in September Oct 13, 17:09 Compal Electronics has announced consolidated revenues of NT$46.25 billion (US$1.43 billion) for September, increases of 32.23% on month and 10% on year, thanks to shipments of Dell's E series notebooks. Read more |
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Top Taiwan telecom operators report September financial performance Oct 13, 17:07 Chunghwa Telecom (CHT) has reported financial figures for September 2008, recording a net earnings per share (EPS) of NT$3.86 (US$0.12) for January-September 2008 accounting for 86.4% of NT$4.47 projected for the year. Read more |
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ESMT sees decline in 3Q08 sales due to decreasing ASP Oct 13, 17:05 Memory IC design house Elite Semiconductor Memory Technology (ESMT) has reported September sales of NT$421 million (US$13 million), down almost 3% from August. Sales in the third quarter were NT$1.31 billion, representing an over 3% decline sequentially. Read more |
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Delta sees boost while Lite-On sees drop in September revenues Oct 13, 16:11 Taiwan-based power supply maker Delta Electronics has announced consolidated revenues of NT$13.89 billion (US$429.28 million) for September this year, another historical record for the third straight month. Read more |
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