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NEWS & VIEWS |
Taipei,
Wednesday, February 10, 2010
16:50 (GMT+8)
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SMIC 4Q09 losses widen IC manufacturing | Feb 10, 12:26 | | Semiconductor Manufacturing International Corporation (SMIC) has reported net losses of US$482.3 million for the fourth quarter of 2009 compared to losses of US$124.5 million a year ago and losses of US$69.3 million in third-quarter 2009. Read more | | |
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12-inch wafers to be replaced by 18-inch in 2015, says Samsung senior VP Memory | Feb 10, 11:26 | | Eighteen-inch wafers will replace 12-inch as the mainstream in 2015, according to Joo-Tai Moon, senior vice president of Samsung Electronics. Moon also noted that Asia is the fastest growing semiconductor market, and will digest 70% of global IC production by the end of 2011. Read more | | |
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Green Energy Technology relying on outsourced equipment to meet excess orders Solar | Feb 9, 15:12 | | Green Energy Technology (GET) has turned to leasing equipment from fellow makers in oder to meet its orders for solar-grade polycrystalline silicon wafers, according to the company. Read more | | |
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Major IC backend houses report stronger-than-expected revenues for January IC manufacturing | Feb 9, 11:34 | | IC packaging specialist Advanced Semiconductor Engineering (ASE) saw consolidated revenues remain almost flat on month in January, whereas rival Siliconware Precision Industries (SPIL) posted a slight drop sequentially in January sales. Meanwhile, memory backend house Powertech Technology (PTI) generated consolidated sales of NT$2.9 billion (US$90 million) in January. Read more | | |
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| | | | UMC sees January sales fall over 7% IC manufacturing | Feb 9, 17:00 Foundry chipmaker United Microelectronics Corporation (UMC) has reported revenues of NT$8.6 billion (US$268 million) for January 2010, up 172.77% from... Read more | | LCD equipment supplier Kenmec sets ambitious revenue goal for 2010 IC manufacturing | Feb 9, 16:57 FPD (flat panel display) equipment maker Kenmec Mechanical Engineering has set its 2010 consolidated revenues target at NT$20 billion (US$623 million)... Read more | Notebook related IC designers Ralink and GMT post sequential revenue growth in January 2010 IC design | Feb 9, 16:40 Global Mixed-mode Technology (GMT) saw January 2010 revenues hit a record high of NT$428 million (US$13 million) thanks to strong demand from the notebook... Read more | | Holtek posts almost 17% growth for January IC design | Feb 9, 16:31 Microcontroller unit (MCU) maker Holtek Semiconductor has announced its revenues grew 16.7% on month and 138.3% on year to NT$316 million (US$10 million)... Read more | Winbond, Macronix report mixed January results Memory | Feb 9, 11:44 Winbond Electronics, which intends to transform itself into a niche memory specialist, has announced January sales grew 7.2% on month to NT$2.36 billion... Read more | | Epistar, Genesis January revenues up, Formosa down Passive, PCB, other IC components | Feb 9, 16:47 Taiwan-based LED chipmakers Epistar and Genesis Photonics saw their January revenues up sequentially by 3% and 12.1%, respectively, while Formosa Epitaxy... Read more |
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E-Ton posts loss for 2009 Solar | Feb 8, 12:00 | | Taiwan-based solar cell maker E-Ton Solar Tech has reported unaudited 2009 net loss of 892.473 million (US$27.21 million). It attributed the loss to investment in Gloria Solar International Holding (GIH), its 52.82%-owned subsidiary which suffered net loss of US$51.138 million in 2009. Read more | | |
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A-Data January 2010 sales down 14% on month Memory | Feb 8, 15:47 | | A-Data Technology has announced revenues for January 2010 slid 13.97% sequentially to NT$3.69 billion (US$115 million), with sales from both DRAM modules and NAND flash devices dropping on month. Read more | | |
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Transcend 2009 profits almost double Memory | Feb 8
Transcend Information saw net profits for 2009 hit an historic high of NT$4.33 billion (US$134.8 million), up 92.4% from NT$2.25 billion in 2008, according to the memory module house. The full-year earnings translated into an EPS of NT$10.36. Read more |
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Passive component maker Mag.Layers sees revenues high in January Passive, PCB, other IC components | Feb 5, 11:58 | | Inductor maker Mag.Layers Scientific-Technics saw its consolidated revenues hit a new high of NT$184 million (US$5.76 million) in January, up 22.7% from the previous month. Fellow maker, Cyntec, is expected to see its revenues reach NT$500 million in January, according to market watchers. Read more | | |
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Equipment lead-time constraints good for DRAM industry, says PTI chairman IC manufacturing | Feb 5
With delivery lead times for immersion scanners extending, supply from upstream DRAM makers will not grow substantially until the fourth quarter of 2010, according to DK Tsai, chairman of memory packaging and testing service provider Powertech Technology (PTI). However, the constraints in supply may avoid some impulsive decisions that could later lead to industry-wide oversupply, Tsai commented. Read more |
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| | | | ASE sees profit growth in 2009; beats 4Q09 guidance IC manufacturing | Feb 5, 16:23 Chip packaging and testing house Advanced Semiconductor Engineering (ASE) has reported net income of NT$6.74 billion (US$210 million) on consolidated... Read more | | MediaTek revenues surge in January 2010 IC design | Feb 5, 16:30 MediaTek has announced consolidated revenues of NT$13.58 billion (US$422.98 million) for January, an increase of 45.11% on month and 118.83% on year... Read more | Richtek extends delivery lead time for analog ICs IC design | Feb 5, 15:10 Taiwan-based IC design house Richtek Technology has recently extended the delivery lead time for its analog ICs due to an influx of short lead-time orders... Read more | | Silicon Motion set to deliver controllers for 20nm NAND flash IC design | Feb 5, 15:09 Silicon Motion Technology has seen the majority of controller chips it is shipping are for 40nm and 30nm NAND flash, according to company president and... Read more | Makers complain about Taiwan renewable energy feed-in tariff quota, say sources Solar | Feb 5, 17:03 Taiwan-based companies engaged in renewable energy are complaining about the low quota for projects that can receive government subsidies this year,... Read more | | HTC chairperson invests in solar cell maker Solartech Solar | Feb 5, 14:09 Cher Wang, chairperson of Taiwan-based HTC (High Tech Computer) and VIA Technologies, has subscribed to over 50% of 28 million new preferred shares issued... Read more |
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IC design | STMicro to expand Asia markets; increase global market share, says company CEO Carlo Bozotti Feb 5, 17:37 | | | | | Asustek adopts wireless PC-to-display solution from Taifatech Feb 5, 17:00 | | | | | Consumer IC designers ALi, Sunplus post more than 20% growth in 2009 Newswatch | Feb 5, 16:12 | | | | |
Memory | DRAM and NAND flash spot pricing remains stable during holiday run-up, says inSpectrum Feb 5, 16:55 | | | | | DRAM, 32-bit MCU and others to see double-digit growth in 2010, says IC Insights Feb 5, 15:25 | | | | | Rexchip goes public, eyes emerging stock listing in 1Q10, says paper Newswatch | Feb 5, 14:45 | | | |
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TSMC and UMC expansion projects may result in overcapacity for 12-inch wafers, say sources IC manufacturing | Feb 4, 11:32 | | With both Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) announcing plans to hike their capex budgets for 2010 to expand 12-inch wafer capacity, industry sources are worried that the expansion projects at the world's two largest wafer foundry companies may result in overcapacity at 12-inch fabs. Read more | | |
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Quotes for DDR2 chips may surpass DDR3 parts in 2H10, says A-Data executive Memory | Feb 4, 16:12 | | Prices for DDR2 chips are likely to drift higher and may even top quotes for DDR3 parts in the second half of 2010 due to DRAM makers relocating production to DDR3 chips, according to Simon Chen, chairman of A-Data Technology. Read more | | |
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Global IC packaging and testing industry looks to double-digit growth in 2010, says SPIL chairman IC manufacturing | Feb 4
The global IC packaging and testing industry is expected to grow by a double-digit rate in 2010, according to Bough Lin, chairman of Siliconware Precision Industries (SPIL). In line with the bright outlook, SPIL's capex for 2010 is likely to top NT$14.3 billion (US$446.04 million), tripling from NT$4.7 billion allocated last year. Read more |
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| | | | PTI meets 4Q09 guidance; sets 2010 capex at NT$9 billion IC manufacturing | Feb 4, 16:47 Memory packaging and testing service provider Powertech Technology (PTI) has posted fourth-quarter 2009 sales of NT$8.74 billion (US$273 million) and... Read more | | Samsung to add 8-inch CIS fab IC design | Feb 4, 16:58 Samsung Electronics plans to add one more 8-inch fab for CMOS image sensor (CIS) production in 2010 to satisfy increasing market demand, according to... Read more | Panel related IC makers look to strong 1Q10 IC design | Feb 4, 16:05 Taiwan-based panel related driver IC designers expect to see up to 20% sequential growth in their first-quarter revenues on strong demand, as well as... Read more | | Driver IC maker Novatek looks to 15-20% sequential revenue growth in 1Q10 IC design | Feb 4, 15:27 LCD driver IC maker Novatek Microelectronics expects its revenues to increase 15-20% in the first quarter of 2010, while gross margin is likely to drop... Read more | Nanya and Inotera post on-month sales drops in January on DRAM price correction Memory | Feb 4, 14:19 Nanya Technology saw revenues decrease 5% sequentially to NT$4.72 billion (US$147.22 million) in January 2010, while Inotera Memories' sales slid 14%... Read more | | HannStar Board revenues up 11% sequentially in January Passive, PCB, other IC components | Feb 4, 12:14 Notebook PCB maker HannStar Board has reported revenues of NT$1.87 billion (US$58.33 million) for January, up 11% sequentially and 104% on year. The... Read more |
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TSMC spends NT$6 billion on equipment and fab construction IC manufacturing | Feb 3, 10:54 | | Taiwan Semiconductor Manufacturing Company (TSMC) announced on February 2 that it has spent nearly NT$6 billion (US$187.18 million) for front-end equipment procurement, cleanroom facilities and factory building construction. Faced with a better 2010, TSMC has sped up capacity expansion at its 12-inch (300mm) facilities. Read more | | |
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PSC generates profits in January with sales growth on month Memory | Feb 3, 12:11 | | DRAM maker Powerchip Semiconductor Corporation (PSC) has reported revenues of NT$5.93 billion (US$185.11 million) for January 2010, up 8% on month and marking its third month of profitability. Read more | | |
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| | | | UMC swings to profit in 4Q09; increases 2010 capex IC manufacturing | Feb 3, 16:31 United Microelectronics Corporation (UMC) has announced net profits of NT$4.396 billion (US$137 million) for the fourth quarter of 2009, showing a return... Read more | | Walton expanding equipment; may lift 2010 capex on increased DDR3 testing demand IC manufacturing | Feb 3, 15:16 Walton Advanced Engineering (WAE) has been speeding up adding testing equipment, and may raise its capex for 2010 as it is running at almost full capacity,... Read more | TSMC to manufacture Altera 28nm FPGA chips in mid-2010 IC manufacturing | Feb 3, 14:06 Taiwan Semiconductor Manufacturing Company (TSMC) is expected to begin manufacturing Altera's new FPGA chips on its 28nm process in mid-2010 at the earliest,... Read more | | Opus expected to land scanning mirror chip orders from Sony IC design | Feb 3, 17:00 Taiwan-based Opus Microsystems is in talks with Sony for cooperation. Sony plans to design in-house pico-projector modules for use in digital still cameras... Read more | Realtek expects to post high revenues in January 2010 IC design | Feb 3, 15:51 Realtek Semiconductor expects its January 2010 revenues to surpass NT$2.15 billion (US$67.09 million) hitting a company record, thanks to increased adoption... Read more | | Genesys denies it's sampling USB 3.0 controllers at Apple IC design | Feb 3, 14:18 Genesys Logic has begun sampling USB 3.0 device controllers for a client and sources within the industry believe the client is Apple. However, Genesys... Read more | Passive component makers to see shipments grow in 1Q10 Passive, PCB, other IC components | Feb 3, 12:24 Taiwan-based passive component makers are expected to see strong first-quarter revenues driven by increased demand from Apple, according to market sources... Read more | | Taiwan-based equipment makers receive orders from local solar cell makers Solar | Feb 3, 11:13 Taiwan-based equipment makers, including Kenmec Mechanical Engineering, Gallant Precision Machining and Csun Manufacturing, have obtained orders from... Read more |
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Notes and corrections |
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A February 5 article incorrectly stated that STMicroelectronics' capex growth for 2010 will be 5-7%. For 2010, the company plans on continuing its policy of maintaining an average capex allocation ratio of about 5-7% of its total revenues. |
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1Q10 2009 2010 4Q09 capacity China Display components DRAM foundry IC IC design IC manufacturing Memory NAND flash Passive, PCB, other IC components rescuing Taiwan DRAM revenues Solar Taiwan TSMC |
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Taiwan’s TFT-LCD component sector – 1Q 2005 (Aug 15) |
TFT-LCD panel prices started to decline in the second quarter of 2004. In the fourth quarter, quotes for 15- and 17-inch LCD panels were even lower than production costs. The prices for the panels’ key components – color filters, polarizers, and backlight modules – also dropped as a result. |
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 Table of contents Full report (free sample) PDF version
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Taiwan semiconductor equipment industry overview (Aug 12) |
Worries about a global economic downturn have taken a toll on a number of industries, with the semiconductor industry being no exception. Players in the semiconductor industry have cut their annual capital expenditure (capex) this year to cope with the weak demand, and SEMI projects that following 6% market growth in 2007, the semiconductor equipment market will decline 20% in 2008 with sales reaching US$34.12 billion. |
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Foundry overview (Sep 1) |
Taiwan's semiconductor industry has begun to out-run its global peers, once more, in 2006. This followed a trough in 2004, caused by over-inventory, plus volatility in memory pricing in 2005, both factors that had put a damper on the industry in Taiwan. |
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Taiwan DRAM-module industry overview (Jun 27) |
While Taiwan's IT industry dominates the global motherboard and ODM notebook businesses, its position as a global center for DRAM-module production is less sure. DRAM-module production is not especially labor intensive when compared to other assembly-type manufacturing processes, so there is an opportunity for regions with higher labor costs to compete effectively in the DRAM-module business, and they do just that. |
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