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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
08:49 (GMT+8)
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Toshiba to form China joint venture for system LSI assembly and testing Nov 20, 16:36 Toshiba on November 20 announced it plans to team up with Nantong Fujitsu Microelectronics (NFME), a joint venture owned by China-based Nantong Huada Microelectronics, Fujitsu of Japan and others, for system chip assembly and testing in China. The companies expect to enter into a definitive agreement in January 2010 and to establish the joint venture in April 2010. Read more |
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Compal and Wistron expected to receive more LCD TV orders from Japan vendors Nov 18, 10:21 Compal Electronics and Wistron are expected to benefit from Japan-based LCD TV vendors' increased outsourcing, according to industry sources in Taiwan. Read more |
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Asustek considering acquisition to achieve goal of becoming top-3 notebook vendor, in talks with Toshiba, says paper Newswatch - Nov 16, 15:56 Asustek Computer is considering plans to aid its goal of ranking as the global top-three notebook vendor in 2011 through acquisitions; Toshiba's notebook business has been identified as one of the company's possible targets, according to a Chinese-language Commercial Times report citing Jonney Shih, the company chairman. Read more |
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Taiwan market: Toshiba launches Snapdragon-based TG01 smartphone Nov 13, 12:19 Toshiba has launched its Qualcomm Snapdragon-based smartphone, the TG01, in the Taiwan market with a suggested retail price of NT$20,900 (US$647). Read more |
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Top-20 chip suppliers 3Q09 revenues up 19% sequentially, says IC Insights Nov 9, 11:35 Global top-20 semiconductor companies, in total, registered a sales growth of 19% sequentially in the third quarter of 2009, according to IC Insights. This followed an on-quarter 19% increase in the second quarter. Read more |
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Toshiba increases market share on Fujitsu hard drive takeover Newswatch - Oct 22, 16:31 Toshiba is estimated to have grabbed a 13.2% share of the global hard disk drive (HDD) market following its takeover of Fujitsu's hard drive operations, according to industry sources. Read more |
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Taiwan market: Toshiba launches two ultra-thin notebooks made by Quanta Oct 15, 16:45 Toshiba has announced two new Intel-based ultra-thin notebooks targeted for the Taiwan market – the 11.6-inch Portege T110 and 13.3-inch T130. Both models are manufactured by Quanta Computer and will appear in the channel after the launch of the Microsoft Windows 7 operating system. Read more |
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PTI posts revenues high in September 2009 Oct 7, 15:25 Memory packaging and testing house Powertech Technology (PTI) has announced revenues for September 2009 rose 1.8% on year to NT$2.75 billion (US$85 million), replacing its previous high of NT$2.72 billion recorded November 2008. Read more |
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Toshiba unveils new ultra-thin notebooks Oct 2, 16:45 Toshiba has unveiled two ultra-thin notebooks, the 11.6-inch Satellite T115 and 13.3-inch Satellite T135. Both models are manufactured by Quanta Computer and are expected to hit shelves on October 22, according to industry sources. Read more |
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Realtek, Ralink seeing increased WLAN chip orders from Taiwan-based notebook vendor Oct 2, 15:21 Realtek Semiconductor and Ralink Technology are both likely to see their WLAN chip shipments grow in fourth-quarter 2009 thanks to a 10% increase in orders from a Taiwan-based notebook vendor, according to market sources. Both companies are expected to see significant increases in market share in 2010, the sources added. Read more |
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SanDisk reportedly seeking extra NAND flash controllers and packaging support from Taiwan makers Oct 1, 12:20 SanDisk is reportedly seeking additional supplies of NAND flash controller chips and support for backend packaging capacity from Taiwan makers for the production of microSD cards, according to industry sources. Read more |
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Blu-ray notebook expected to take off in 2H10 Sep 28, 14:51 Shipment volumes of Blu-ray disc drive-equipped notebooks are unlikely to take off until the second half of 2010, according to sources from Taiwan-based optical drive makers. Read more |
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China market: Lenovo leads in August notebook sales Sep 23, 16:40 China-based vendor Lenovo sold 600,000 notebooks in the China market in August 2009, followed by Hewlett-Packard (HP) with 420,000 units, Asustek Computer with 300,000 units, Acer with 140,000 units, Dell with 120,000 units and Toshiba with 60,000 units, according to sources from channel retailers. Read more |
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Toshiba readies SSD using mini-SATA Sep 23, 14:00 Toshiba America Electronic Components ( TAEC) has announced a series of solid state drive (SSD) modules using the latest generation Toshiba 32nm MLC NAND flash at the ongoing IDF 2009. The Toshiba SG2 modules are offered in two types, one of which is based on the new low-profile mini-SATA (mSATA) interface standard. Read more |
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Toshiba and SanDisk reportedly to begin sub-30nm NAND flash production in 2H10 Sep 21, 11:28 Toshiba and its NAND flash partner SanDisk reportedly plan to begin mass producing NAND flash chips fabricated on 20nm-class process technology in the second half of 2010, according to industry sources. In line with the technology migration, SanDisk and Toshiba's joint-venture manufacturing facilities in Yokkaichi (Mie prefecture, Japan) is expected to ramp up its monthly capacity to around 200,000 wafers. Read more |
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Kingston reportedly secures NAND flash supply from Intel Newswatch - Sep 18, 12:08 Kingston Technology has reserved 70% of Intel's total NAND flash capacity to ensure sufficient supply of the memory chips, according to industry sources. The US-based memory module maker also sources NAND flash chips from Toshiba. Read more |
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Compal expects Toshiba orders to boost netbook shipments to over 1 million units per month Sep 15, 13:56 Compal Electronics expects netbook orders from Toshiba to boost its monthly notebook shipments to over one million units, according to market sources. Toshiba's orders are estimated to add about 200,000-300,000 units per month to Compal's existing shipments of 800,000 units. Read more |
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Apple demand causing serious NAND flash shortage in Taiwan Sep 14, 12:05 With major NAND flash chip producers allocating more supplies for Apple, Taiwan-based memory module houses have seen a serious shortage of the memory chips, according to industry sources. Read more |
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Toshiba reportedly adds new NAND flash controller supplier Sep 11, 10:50 Taiwan-based IC designer Integrated Technology Express (ITE) is said to have received flash memory card controller orders from Toshiba, raising speculation about whether the Japan-based vendor is looking to diversify its sources for NAND flash controller chips. Read more |
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Samsung and Toshiba push 2.5-inch hard drives to 640GB Sep 10, 17:06 Samsung Electronics has strengthened its lineup of 2.5-inch hard disk drives (HDDs), following a similar move by Toshiba. Both companies now offer models featuring capacity up to 640GB, the largest so far in 2.5-inch mobile hard drives. Read more |
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Compal, Wistron, Unihan and TPV land Toshiba TV orders for 2010 Sep 10, 11:49 Taiwan-based Compal Electronics, Wistron, TPV Technology and Unihan Technology (a subsidiary of Pegatron Technology) have recently landed LCD TV outsourcing orders from Japan-based Toshiba for deliveries in 2010, according to industry sources. Read more |
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Motherboard makers pessimistic about new CPU force from Japan Sep 8, 15:33 Taiwan-based motherboard makers hold a pessimistic attitude toward recent news that several Japan-based semiconductor players plan to form alliance to develop a new CPU architecture and cut off their heavy dependence on x86 CPUs, due to uncertainties in terms of the total costs of R&D manpower and funding. Read more |
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Significant increases in LCD TV OEM orders unlikely till 2011-2012, says Compal president Sep 7, 12:06 LCD TV OEM orders are unlikely to see any significant increases until 2011-2012, as many major vendors still have sufficient production capacities of their own, according to Compal Electronics president Ray Chen. Read more |
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Phison to mass produce new controller for SDXC cards in September Aug 24, 14:50 Phison Electronics has said it is scheduled to mass produce new SD card controllers supporting SD version 3.0 in September. The new chips also include one for Toshiba's upcoming SDXC memory cards. Read more |
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Phison says controllers supporting Toshiba 32nm NAND are ready Aug 21, 16:29 Phison Electronics has said that its new NAND flash controller chips for USB flash drives and memory cards are all ready to support Toshiba's 32nm process technology. The Taiwan-based controller IC designer is preparing to go into mass production at any time. Read more |
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Inventec 4Q09 notebook shipments to decline due to Toshiba order shift, sources say Aug 19, 16:13 Inventec is expected to see notebook shipments decline in the fourth quarter, as Toshiba has recently shifted some of the orders from the maker to its competitor Compal Electronics, according to industry sources in Taiwan. Read more |
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Phison expects 3Q09 gross margin to grow on memory card prices Aug 10, 14:46 Phison Electronics, which specializes in NAND flash controller ICs, has said it expects the recent rally in memory card prices to contribute to gross margin growth in the third quarter of 2009. Revenues for the quarter are estimated to grow 20% sequentially, according to the company. Read more |
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TMD sets up joint venture with China-based panel players, says reports Aug 6, 12:30 Toshiba Mobile Display (TMD) will establish a joint venture in Guangdong, China with TFT-LCD panel players from China and Hong Kong with total investment up to US$100 million, according to a various reports from China-based media. Read more |
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Acer market share rises to 18.5% in 2Q09, says IDC Aug 3, 15:08 Acer shipped 6.65 million notebooks in the second quarter of 2009, pushing its share in the global notebook market to 18.5%, compared to 17% in the first quarter, according to data compiled by IDC. Read more |
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Samsung and Toshiba affect memory spot pricing, says inSpectrum Jul 31, 16:26 Spot prices of both DRAM and NAND flash enjoyed a big sequential jump this week (July 27-31) upon news that Samsung Electronics raised its DDR2 prices and Toshiba suffered from a power outage at its NAND flash fab, according to inSpectrum. Read more |
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NAND flash ASPs up 20% in 2Q09, says DRAMeXchange Jul 31, 14:33 Production cutbacks and demand for restocking inventory from emerging markets pushed up NAND flash ASPs by about 20% sequentially in the second quarter of 2009, according to DRAMeXchange. The price rally contributed to major NAND flash suppliers' revenue growth for the quarter. Read more |
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Pegatron starts ODM notebook shipments to Toshiba Jul 29, 15:41 Pegatron Technology reportedly began ODM production on a notebook for Toshiba starting in June of 2009, at a volume of about 50,000 units, according to industry sources. Read more |
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Prices for microSD cards soar 10% on Toshiba supply cut Jul 29, 11:42 The price of microSD cards has recently rallied by almost 10% on reduced supply from Toshiba, according to sources at memory card makers. Read more |
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Hynix 41nm NAND flash gains Apple validation, say sources Jul 28, 15:34 Hynix Semiconductor's 41nm NAND flash has passed the validation process for Apple's iPhone 3GS amid recent reports that Micron Technology has also become a NAND flash supplier for the popular smartphone, according to industry sources. Read more |
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Toshiba reportedly scaling up NAND flash production for Apple order Jul 27, 15:34 Toshiba is expected to ramp up its NAND flash production to over 90% of its capacity in August, according to sources at memory card makers. Despite the increases in output, the chipmaker has told downstream players that its supply to the spot market will be limited, prompting speculation that the Japan supplier is seeing strong demand from Apple, the sources indicated. Read more |
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Wistron lands Toshiba notebook orders for 2010 Jul 27, 12:02 Wistron has landed consumer notebook orders from Toshiba, according to industry sources. This is the first time Toshiba has used the Taiwan-based manufacturer. Read more |
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Toshiba reportedly to transfer notebook orders from Inventec to Compal Jul 14, 10:49 Toshiba is reportedly set to shift 40-50% of its ODM orders originally placed with Inventec to Compal Electronics in September of 2009 and the rumor has caused some market watchers to voice concerns that the company's shipments in the third quarter will be lower than expected, according to industry sources in Taiwan. Read more |
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PTI sales recovery continues in June, upbeat about 3Q09 Jul 6, 14:37 Memory packaging and testing specialist Powertech Technology (PTI) has posted a sequential revenue growth of 4.4% in June with a narrower on-year drop. Sales for the second quarter rose 18% sequentially to total NT$7.11 billion (US$215.88 million), beating the company's guidance. Read more |
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Short supply of notebook HDDs may continue in 3Q09 Jul 3, 14:38 The tight supply of notebook hard drives is expected to continue throughout the third quarter, according to IC distributor GMI Technology and Weikeng Industrial, sales agents for Toshiba, Hitachi and Western Digital (WD). Read more |
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Taiwan IC distributor Maxtek supplying Zoran digital TV chips to Wistron and Compal Jul 1, 11:07 Taiwan-based IC distributor Maxtek Technology has begun supplying Zoran digital TV ICs to Taiwan-based makers Wistron and Compal Electronics for their ODM production of LCD HDTVs for Sony and Toshiba, respectively. Zoran's TV products target high-end HDTV applications and have strong competitiveness in the market, according to Maxtek. Read more |
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AMD aims to gain back 15% share of notebook market Jun 25, 13:30 AMD has set an internal guidance to gain back a 15% share of the global notebook market, according to sources at notebook vendors. Read more |
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iPhone 3GS carries US$179 BOM, says iSuppli Jun 25, 11:02 With the new iPhone 3GS's Bill of Materials (BOM) and feature set nearly the same as the previous model in the iPhone line, you might think the product's component selection would be virtually unchanged. However, a dissection conducted by iSuppli reveals some interesting changes in the parts and suppliers. Read more |
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Samsung reportedly sampling 35nm NAND flash Jun 24, 11:07 Samsung Electronics recently began sampling 35nm-made NAND flash chips with its controller IC design partners, a signal that the market for 30nm-class NAND flash is likely to heat up and push forward the mainstream density to 32Gb, according to sources at memory makers. Read more |
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Global PC shipments plunge at historic rate in 1Q09, says iSuppli Jun 22, 16:24 Worldwide PC shipments in the first quarter of 2009 fell by the largest historic rate in the seven years iSuppli has been tracking the market, as weaker-than-expected desktop sales dragged down the industry, according to iSuppli. Read more |
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Inventec Multimedia begins to ship notebook camera modules to Toshiba Jun 19, 16:36 Inventec Multimedia & Telecom, a member of the Inventec group, has started shipping camera modules for notebooks to Toshiba and the company expects its products to also receive verification from Dell and Hewlett-Packard (HP) later in 2009, according to Tom Cho, chairman of the company. Read more |
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NAND flash prices to see limited effect from Toshiba output increase, says Phison Jun 16, 16:59 With Toshiba reportedly to ramp up NAND flash production to full capacity in July 2009, industry sources in Taiwan have expressed concern that the move may push down prices once again due to oversupply. Read more |
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Global flash card revenues sink 15% in 2008, says iSuppli Jun 15, 14:57 The flash memory card market worldwide slid 15% to US$7.8 billion in 2008, with SanDisk continuing to lead its peers, according to a recent survey by iSuppli. Read more |
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Toshiba announces high-k/Ge gate stack technology for 16nm and beyond Jun 15, 14:57 Toshiba has announced a significant advance in the development of a gate stack and interlayer with high carrier mobility that can be applied to advanced metal-insulator-semiconductor field-effect transistors (MISFETs) in future generations of LSIs. Read more |
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Apple reportedly secures NAND flash supply for new iPhone 3G S Newswatch - Jun 10, 16:39 Apple has sourced sufficient NAND flash chips to avoid interrupting shipments of its new iPhone 3G S, according to industry sources. The just-announced iPhone is expected to positively affect the NAND flash market, which has undergone slow demand. Read more |
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Wistron reports strong on-year sales growth for May Jun 9, 15:29 Wistron has announced consolidated revenues of NT$38.73 billion (US$1.18 billion) for May 2009, down 4.89% from NT$40.72 billion for April, but up 31.37% from NT$29.48 billion for May 2008, according to data from the Taiwan Stock Exchange (TSE). Revenues from January to May totaled NT$191.97 billion, up 32.77% on year. Read more |
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