Asustek to add motherboards to Eee family; responds to Eee Box virus reports Systems | Oct 13, 11:45 | | In addition to the Eee PC and Eee Box, and previously announced all-in-one PC, Eee Top (previously known as Eee Monitor) and Eee TV, Asustek is also planning to add a motherboard line under the Eee family during first-quarter 2009, according to industry sources. Read more | |  |
| DRAM maker Qimonda to sell stake in Inotera to Micron for US$400 million Bits + chips | Oct 13, 17:04 | | Qimonda has announced today that it has reached an agreement with Micron Technology to sell its 35.6% stake in Inotera Memories, its joint venture with Nanya Technology, to Micron. Read more | | |
| Taiwan analog IC design houses expect outstanding 3Q08 margins and EPS thanks to depreciation of NT dollar Bits + chips | Oct 13, 12:19 | | Taiwan analog IC design houses are seeing a rebound in their third-quarter financials thanks to currency exchange gains due to the depreciation of the NT dollar. Global Mixed-mode Technology (GMT) has reported an earnings per share (EPS) of over NT$4 (US$0.12), and Richtek Technology, Advanced Analog Technology (AAT) and Anpec Electronics are also expected to announce high EPS levels, according to market sources. Read more | | |
| | | | | Compal sees strong revenues growth in September Systems | 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,... Read more | | Delta sees boost while Lite-On sees drop in September revenues Systems | 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,... Read more | Foxconn Group scores new historical high in September revenues Systems | Oct 13, 12:27 Foxconn Electronics (Hon Hai Precision Industry) has announced revenues of NT$157.37 billion (US$4.86 billion) for September this year, a new historical... Read more | | Lite-On IT saw 2008-highest, Quanta Storage hit record consolidated revenues in September Systems | Oct 13, 10:40 Taiwan-based ODM/OEM optical disc drive makers Lite-On IT and Quanta Storage have reported record breaking revenues for September 2008, with Lite-On... Read more | CMC and Ritek see mixed September revenues Systems | Oct 13, 10:36 Taiwan-based blank optical disc makers CMC Magnetics and Ritek have released consolidated revenues figures for September 2008, with CMC's figure rising... Read more | | Elpida and Numonyx finalize NOR flash foundry agreement; initial production scheduled for mid-2009 Bits + chips | Oct 13, 16:08 Elpida Memory and Numonyx recently announced that they have formally signed a foundry agreement for Numonyx to utilize Elpida's 300mm wafer facility... Read more | Taiwan IC distributors WPG, WT Microelectronics and Alltek report outstanding September sales Bits + chips | Oct 13, 15:11 Taiwan IC distributors including WPG Holdings, WT Microelectronics and Alltek Technology have announced outstanding September sales reports. Read more | | NAND flash contract quotes stabilized in October Bits + chips | Oct 13, 11:57 Contract quotes of 4Gb and 8Gb NAND flash chips for October have stabilized as Samsung has reportedly begun to reduce its supply to the spot market in... Read more |
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Systems | China market: Internet service value to reach 137.5 billion yuan in 2011 Oct 13, 12:05 | | | | | Clevo saw large on-year performance increase in September, says paper Newswatch | Oct 13, 11:22 | | | | | CyberLink becomes Microsoft's first GISV partner in Taiwan Oct 13, 11:17 | | | | |
Displays | LCD TV to become largest consumer electronics market by 2012, says iSuppli Oct 13, 16:43 | | | | |
Bits + chips | ESMT sees decline in 3Q08 sales due to decreasing ASP Oct 13, 17:05 | | | | | Image sensor packaging house XinTec to ship 300,000 WL-CSP wafers in 2008 Oct 13, 13:48 | | | | |
Telecom | Top Taiwan telecom operators report September financial performance Oct 13, 17:07 | | | |
| Asustek planing touch panel Eee PCs Systems | Oct 9, 01:20 | | Asustek Computer is planning to launch touch panel Eee PCs in the first quarter of 2009, which the company expects will help drive sales further, according to Samson Hu, general manager of Eee PC business at Asustek. Read more | | |
| Acer surpasses HP and Dell over worldwide notebook shipment in September Systems | Oct 9, 01:15 | | Acer has shipped 3.4-3.6 million notebooks (including netbooks) in September this year, beating both Hewlett-Packard (HP) and Dell, according to industry sources. Read more | | |
| Shrunken 65nm process is more competitive: Q&A with Kumi Higuchi, vice president of Elpida Memory Bits + chips | Oct 9
Japan-based Elpida Memory has recently come out with a shrunken 65nm process for the production of DRAM chips, which the company claims will be able to compete effectively with the 50nm-class processes currently being developed by rivals in South Korea. Elpida vice president for investment and public relations, Kumi Higuchi, discussed the company's deployment plans for the shrunken 65nm node, as well as her view of the prospects for the DRAM industry in a recent interview with Digitimes. Read more | | | | | | | Taiwan 3.5G mobile Internet-access could grow to 2 million users in 2009, says Vibo Telecom Systems | Oct 9, 16:24 Mobile access to the Internet through a notebook PC together with an HSDPA data card is becoming increasingly popular in the Taiwan market. The number... Read more | | Taiwan notebook Quanta revenues flat, while Wistron and Inventec see stronger September revenues Systems | Oct 9, 13:06 While first-tier notebook maker Quanta Computer saw its notebook shipments, including netbooks, increase 6.5% to 3.3 million units in September from... Read more | USI sees growth in September revenues Systems | Oct 9, 12:39 Benefiting from increasing sales in the communications, microelectronics technology and manufacturing segments, as well as seeing a recovery in the computer... Read more | | CPT sales up over 7% in September Displays | Oct 9, 16:43 Chunghwa Picture Tubes (CPT) has announced that its consolidated sales for September totaled NT$9.49 billion (US$292.5 million), up 7.3% sequentially... Read more | Most LED players report weak September sales Displays | Oct 9, 16:07 The LED sector saw weak sales for September, despite it being the high season, with many players seeing revenues stay flat for the month. Read more | | Gap between AUO and CMO narrows much in September Displays | Oct 9, 14:26 The gap between Taiwan's number one LCD panel maker AU Optronics (AUO) and second-place Chi Mei Optoelectronics (CMO) narrowed significantly in September,... Read more | Young Optics' September consolidated revenues up on year Displays | Oct 9, 13:21 Taiwan-based light engine maker Young Optics Incorporated (YOI) posted September consolidated revenues of NT$629.8 million (US$19.4 million), a drop... Read more | | GMT reports record revenues in 3Q08 due to depreciation of NT Dollar and cost-down strategy Bits + chips | Oct 9, 17:16 Global Mixed-mode Technology (GMT) has reported third-quarter sales of NT$1 billion (US$30.83 million), up 26% sequentially and hitting a company record... Read more | PCB maker HannStar Board maintaining high utilization rates despite expanding capacity; September sales reach NT$2.1 billion Bits + chips | Oct 9, 16:21 Although the peak season effect for the notebook market was not as good as expected this year, notebook PCB maker HannStar Board reported record consolidated... Read more | | Afatech ships record amount of NAND flash controllers in 3Q08 Bits + chips | Oct 9, 14:57 NAND flash controller maker Afa Technologies (Afatech) has said that its shipments of flash controller chips hit a record high of over 30 million units... Read more | Unitech and Career to enter RIM's supply chain Bits + chips | Oct 9, 13:20 Research In Motion (RIM) is planning to increase its component sourcing from Taiwan with Unitech Printed Circuit Board and Career Technology expected... Read more | | Nanya Technology and Inotera revenues down in September on sagging DRAM prices Bits + chips | Oct 9, 13:09 Nanya Technology and Inotera Memories both saw their revenues drop in September amid declining memory chip prices, according to data provided the comp... Read more | Peak sales season might fall early for IC channel vendors Bits + chips | Oct 9, 01:25 The holidays in China during October 2008 did not bring in demand for IC products as happened in previous years, prompting IC channel vendors to believe... Read more | | Taiwan solar cell maker DelSolar to expand capacity to seven times current levels Bits + chips | Oct 9, 01:05 Taiwan-based solar cell maker DelSolar held a groundbreaking ceremony for the construction of its new factory in northern Taiwan on October 8. Production... Read more | TSMC reportedly lands packaging and testing orders from CSR Bits + chips | Oct 9, 01:00 Taiwan Semiconductor Manufacturing Company (TSMC) recently landed orders for wafer-level chip-scale packaging (WL-CSP) from Bluetooth chip maker CSR,... Read more | | Alcatel-Lucent aims to build broadband optical network ecosystem with Taiwan makers Telecom | Oct 9, 14:52 Alcatel-Lucent will continue to cooperate with Taiwan's Ministry of Economic Affairs (MOEA) as well as Taiwan-based network-equipment makers to develop... Read more |
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Systems | Taiwan-based community website iPartment scores points in China Oct 9, 15:40 | | | | | Notebooks shipping with Intel Echo Peak WiMAX Oct 9, 15:09 | | | | | iPod connections expected in more than half of US car models in 2009, says iSuppli Oct 9, 14:35 | | | | | Taiwan market: Samsung launches first DSLR model, three digital cameras Oct 9, 13:24 | | | | | Super Talent targets Asustek Eee PC upgrade market with new line of SSDs Oct 9, 01:10 | | | | |
Displays | LCD component maker Optimax lays off 500 employees and plans to downsize the company Oct 9, 17:16 | | | | | To reduce costs, panel makers considering white LEDs over RGB LEDs in TV BLUs Oct 9, 17:16 | | | | | Taiwan's Asia Optical to produce pico projector products for Microvision Oct 9, 14:20 | | | | |
Bits + chips | Sitronix 3Q08 sales up 13.8%; gross margin expected to increase Oct 9, 15:56 | | | | | Yageo sees passive component sales up 8% in September Oct 9, 01:30 | | | |
| Asustek increases notebook shipments goal for 2008; sets sights on Dell and Lenovo Systems | Oct 8, 16:30 | | Asustek Computer expects to ship 50,000 units of its recently launched Eee PC S101 this month which will contribute around US$35 million toward company revenues. The notebook maker also expects the model's shipments will continue to increase with launches set in both Europe and Japan later in the month, according to company sources. Read more | | |
| Corning to delay construction at Taichung facility, cuts 2009 capex Displays | Oct 8, 11:28 | | Noting what he called current economic turbulence, Corning vice chairman and CFO James B Flaws indicated that the LCD glass maker is widening its estimates on the lower-end for 2009 worldwide LCD glass market growth. The company is now forecasting growth of 15-25%, down from a previous growth estimate of 20-25%. This would equate to the LCD glass market growing from about 2.25 billion square feet this year to 2.65-2.9 billion square feet next year, an increase of at least 400 million square feet, Flaws pointed out. Read more | | |
| Transcend and A-Data revenues up slightly in September despite weak chip prices Bits + chips | Oct 8, 12:22 | | Two Taiwan leading memory module makers - Transcend Information and A-Data Technology - saw their net sales increase slightly in September despite weak prices for DRAM and NAND flash chips, according to data provided by the companies. Read more | | |
| | | | | HannStar September sales up over 10% Displays | Oct 8, 15:19 LCD panel maker HannStar Display has announced that its net sales for September increased 10.4% sequentially to NT$5.3 billion (US$163.2 million). Read more | | Epistar files LED patent infringement lawsuit against Huga Displays | Oct 8, 15:05 Taiwan-based LED chipmaker Epistar has filed a patent infringement lawsuit against competitor Huga Optotech, seeking NT$200 million (US$6.16 million). Read more | Taiwan LCD panel makers bearing brunt of market slowdown Displays | Oct 8, 12:37 While Corning vice chairman and chief financial officer James B Flaws recently stated that the LCD glass maker's third-quarter glass volume shipments... Read more | | EPD used in space mission may help open China market for PVI Displays | Oct 8, 12:36 Taiwan-based Prime View International (PVI) is seeing more interest in the China market for its electrophoretic displays (EPDs) after China's recent... Read more | Coretronic September sales up 7% on strong projector and BLU shipments Displays | Oct 8, 12:21 Coretronic, a maker of backlight units (BLUs) and DLP projectors, has reported a 7% sequential rise in its September consolidated sales at NT$7.06 billion... Read more | | CMO sales up 6% in September Displays | Oct 8, 01:05 Chi Mei Optoelectronics (CMO) has announced that consolidated revenues for its TFT LCD business increased 6% sequentially in September to NT$30.2 billion... Read more | Green Energy Technology unveils thin-film solar modules Bits + chips | Oct 8, 14:15 Taiwan solar wafer maker Green Energy Technology (GET) has extended its production to a-Si thin-film solar modules and is showcasing an 8.5G 2.6×2.2m... Read more | | APM seeking MEMS foundry cooperation opportunities with Dalsa and Micralyne Bits + chips | Oct 8, 14:02 Taiwan-based MEMS foundry Asia Pacific Microsystems (APM) has sent representatives to Canada-based MEMS foundry service companies – Dalsa Semiconductor... Read more | Himax 3Q sales meet expectations due to product line adjustment Bits + chips | Oct 8, 12:36 Himax Technologies announced revenues for the third quarter of NT$230.1 million, a 6.8% decline sequentially, in line with guidance provided earlier... Read more | | E-Ton Solar unveils new monocrystalline solar cells with 18.17% conversion rate Bits + chips | Oct 8, 12:35 E-Ton Solar Tech, a Taiwan-based producer of mono- and poly- crystalline silicon solar cells, at an October 7 institutional investor conference exhibited... Read more | MediaTek gearing up for WiMAX and WCDMA markets Bits + chips | Oct 8, 12:33 MediaTek is exhibiting its WiMAX and WCDMA (W&W) chips at the 2008 Taipei International Electronics Show (Taitronics), with the WiMAX chips perhaps... Read more | | Taiwan companies assessing offer to set up handset joint venture in South Africa Telecom | Oct 8, 01:20 Sunplus Technology, Inventec Appliances, Pegatron, and other Taiwan-based companies are assessing an offer from South African investors to set up a joint... Read more |
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Notes and corrections | | September revenues for Taiwan's IT companies are now available in our financial section. |
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