 |
NEWS & VIEWS |
Taipei,
Friday, July 10, 2009
14:13 (GMT+8)
|
|
|
DRAM maker PSC to gain fund injection from PTI and Kingston Memory | Jul 10, 12:36 | | Powertech Technology (PTI) and Kingston Technology will jointly loan Powerchip Semiconductor Corporation (PSC) a total of US$125 million, according to a PTI filing with the Taiwan Stock Exchange (TSE). PTI will lend NT$17 million (or 13.6% of the funding). As part of the deal, to protect the lenders, PSC has been asked to collateralize its stake in Rexchip Electronics, which should be adequate enough to repay 100% of the loan, the filing said. Read more | | |
|
|
|
 |
|
Samsung to ramp up 8-inch wafers for CMOS image sensor production, say distributors IC manufacturing | Jul 9, 15:45 | | Samsung Electronics has revealed plans to ramp up the output of 8-inch wafers by 3,000-5,000 a month from August through December in order to meet increasing demand for high-end CMOS image sensors (CIS) from the handset sector, according to Samsung's Taiwan distributors. Read more | | |
|
Production capacity key to DRAM survival, says Inotera president Memory | Jul 9, 12:21 | | Taiwan-based DRAM makers should optimize capacity at their 12-inch fabs, which is the key to their survival in the global memory industry, according to Charles Kao, president of Inotera Memories. Read more | | |
|
UMC revenues up in June IC manufacturing | Jul 9, 15:59 | | United Microelectronics Corporation (UMC) has announced that revenues for June 2009 grew 1.62% to about NT$8.24 billion (US$249.67 million), seeing an end to its run of on-year drops. Read more | | |
|
| | | | IC testing houses KYEC and Ardentec 2Q09 sales jump sequentially IC manufacturing | Jul 9, 16:06 King Yuan Electronics (KYEC) and Ardentec both saw unaudited second-quarter sales rise about 91% and 108%, respectively, on quarter, despite double-digit... Read more | | Small-size driver IC firms to enjoy sales growth through September IC design | Jul 9, 16:56 Driver IC design houses ILI Technology, Orise Technology and Sitronix Technology will likely manage on-month revenue growth throughout third-quarter... Read more | Macroblock sales expected to grow over 20% in 3Q09 IC design | Jul 9, 16:13 LED driver IC design house Macroblock is expected to enjoy a revenue growth of more than 20% sequentially in the third quarter, thanks to growing demand... Read more | | CCL makers report mixed June results Passive, PCB, other IC components | Jul 9, 16:55 Copper clad laminate (CCL) makers Elite Material (EMC), Iteq and Taiwan Union Technology (TUC) have reported mixed revenue results for June, but all... Read more | IC distributors WPG and Zenitron see strong revenue growth in June Passive, PCB, other IC components | Jul 9, 14:25 IC distributor WPG Holdings has reported record consolidated revenues of NT$16.77 billion (US$508 million) for June, up 18% on month and up 53% on year,... Read more | | Taiwan solar cell makers see capacity utilization rates rising from June Solar | Jul 9, 15:01 Taiwan's leading solar cell makers Motech Industries, E-Ton Solar Tech, Gintech Energy, Solartech Energy and Neo Solar Power have seen utilization rates... Read more |
|
|
IC manufacturing | Chip fab spending to grow 61% in 2010, says SEMI Jul 9, 16:20 | | | | | LCD, photomask and semiconductor equipment markets all down in 2009, says The Information Network Jul 9, 11:38 | | | | | Chip forecast for 2009 trimmed, says iSuppli Jul 9, 09:59 | | | | |
IC design | MIPS and EE Solutions team for China and Taiwan markets Jul 9, 16:27 | | | | |
Memory | Heavy debts may force PSC to exit DRAM business, says paper Newswatch | Jul 9, 16:52 | | | | | NAND flash price hike undermines notebook SSD market, says iSuppli Jul 9, 09:52 | | | | |
Solar | Polysilicon provider Wacker to reorganize business, cut staff Jul 9, 17:09 | | | | | Solar wafer makers SAS and Wafer Works see mixed growth in June revenues Jul 9, 14:35 | | | |
|
IC substrate makers PPT, Kinsus see strong 2Q09 Passive, PCB, other IC components | Jul 8, 10:51 | | Taiwan-based IC substrate suppliers Phoenix Precision Technology (PPT) and Kinsus Interconnect Technology had respective second-quarter revenues of NT$3.09 billion (US$94 million) and NT$2.83 billion and sequential growth of 65% and 66%. Read more | | |
|
China makers plan to raise spot quotes for solar wafers and cells Solar | Jul 8, 10:45 | | Following an increase in polycrystalline silicon (poly-Si) spot quotes from US$55/kg to US$60/kg in June by makers in China, China-based suppliers of 6-inch poly-Si solar wafers and solar cells plan to raise their spot quotes by 3-5% and 1-2% respectively this month, according to industry sources in Taiwan. Read more | | |
|
A-Data and Transcend see June revenues up double-digits Memory | Jul 8, 11:04 | | A-Data Technology and Transcend Information enjoyed on-month revenue growth of 24.5% and 25.6%, respectively, in June 2009. Both memory module makers have seen growing sales contributions from NAND flash products. Read more | | |
|
| | | | Youngtek to expand LED sorting capacity by 40% IC manufacturing | Jul 8, 16:18 Taiwan LED sorting and semiconductor testing company Youngtek Electronics (YTEC) will expand its monthly LED sorting capacity by 40% to 2.1 billion LED... Read more | | Lite-On Semi sees large growth in IC foundry, analog IC revenues IC manufacturing | Jul 8, 16:10 Taiwan IDM Lite-On Semiconductor saw consolidated revenues of NT$149 million (US$4.5 million) from its 6-inch IC foundry service and analog IC manufacturing... Read more | SPIL 2Q09 sales up more than 50% IC manufacturing | Jul 8, 15:53 Siliconware Precision Industries (SPIL) has announced unaudited revenues for second-quarter 2009 grew 53.6% sequentially to NT$14.14 billion (US$431.24... Read more | | MEMS to debut as a theme at SEMICON Taiwan 2009 IC design | Jul 8, 16:37 There will be a MEMS pavilion at SEMICON Taiwan 2009 scheduled for September 30-October 2, according to SEMI Taiwan. The government-sponsored Industrial... Read more | Nanya, Inotera sales down in June Memory | Jul 8, 16:50 DRAM makers Nanya Technology and Inotera Memories have reported larger revenue declines on year for June 2009, with the former ending its run of sequential... Read more | | Winbond completes transition to 300mm fab production Memory | Jul 8, 14:09 Taiwan's Winbond Electronics, which has shifted its focus from standard DRAM to niche memory and NOR flash, has recently completed its migration to 300mm... Read more | Flash maker Macronix enjoys revenue growth in June Memory | Jul 8, 11:57 Taiwan's mask ROM and NOR flash chipmaker Macronix International (MXIC) saw June sales grow 12.4% on month and 18.7% on year. Accumulated sales for January... Read more | | IC distributor Yosun subsidiaries to merge Passive, PCB, other IC components | Jul 8, 17:02 Taiwan-based IC distributor Yosun Industrial's subsidiaries Siltrontech Electronics and Lipers will merge in 2010 at the earliest, according to Siltrontech... Read more | Notebook PCB makers expect sales to grow by double-digits in 3Q09 Passive, PCB, other IC components | Jul 8, 15:34 Notebook PCB specialists Tripod Technology and Global Brands Manufacture (GBM) are expected to manage double-digit sales growth sequentially in the third... Read more | | Taiwan LCD equipment makers pin hopes on turnaround in 2H09 Passive, PCB, other IC components | Jul 8, 14:03 Taiwan-based TFT-LCD equipment makers have received positive signals from panel customers, and expect increased orders and shipments throughout the second... Read more | Holy Stone reports revenue growth in June Passive, PCB, other IC components | Jul 8, 11:24 Passive component maker Holy Stone has announced that June revenues reached almost NT$1.08 billion (US$32.66 million), up 8% sequentially and 9.8% on... Read more | | Three of four Taiwan-based solar cell makers see June revenues up from May Solar | Jul 8, 16:52 Taiwan-based crystalline silicon solar cell makers Gintech Energy, E-Ton Solar Tech and Solartech Energy have reported an increase in revenues for June,... Read more |
|
|
|
|
|
UMC denies yield problems with its 65nm process IC manufacturing | Jul 7, 13:57 | | United Microelectronics Corporation (UMC) has responded to recent speculation indicating its 65nm yield problems have affected shipments to Xilinx. UMC asserted that there are no concerns over its 65nm yields. However, shipments have fallen behind schedule due to overloaded capacity at its 12-inch fabs. Read more | | |
|
Samsung said to be subsidizing DRAM operations with NAND flash profits Memory | Jul 7, 17:02 | | Samsung Electronics has made efforts to provide NAND flash prices that maintain profitability in contrast to its DRAM pricing strategy, according to industry sources in Taiwan. The memory-chip vendor has adopted a strategy of using profits from NAND flash to cover losses from DRAM sales, allowing little room for Taiwan-based DRAM chipmakers to operate, the sources claimed. Read more | | |
|
MediaTek 2Q09 revenues beat guidance IC design | Jul 7, 11:53 | | MediaTek has reported consolidated revenues of NT$8.94 billion (US$271.12 million) for June 2009, down 4.48% from May but up 31.15% on year. Consolidated revenues in the second quarter were NT$28.09 billion, growing 17.48% sequentially to beat the company's earlier guidance of 6-15% increase. Read more | | |
|
| | | | Samsung said to be cutting back on CMOS image sensor production IC manufacturing | Jul 7, 17:09 Samsung Electronics, in view of improved prospects for DRAM and NAND flash production in the third quarter, has shifted capacity from making CMOS image... Read more | | SAS subsidiary seeing increased demand for wafers in China IC manufacturing | Jul 7, 12:24 Sino Silicon Technology, a China subsidiary of Taiwan-based wafer supplier Sino-American Silicon Products (SAS), is expected to have a utilization rate... Read more | IC designer Realtek posts record sales for June, 2Q09 IC design | Jul 7, 15:22 Taiwan-based networking IC design house Realtek Semiconductor has reported record revenues of NT$1.86 billion (US$57 million) for June, and NT$4.98 billion... Read more | | MediaTek deal with Qualcomm reportedly to be finalized shortly IC design | Jul 7, 14:55 Recent reports in Taiwan's Chinese-language press have recently claimed that MediaTek is close to signing a WCDMA licensing deal with Qualcomm, but the... Read more | MediaTek responds to media reports on tax lawsuit IC design - Stockwatch | Jul 7, 01:00 MediaTek has responded to a media report saying the company lost a tax lawsuit by clarifying that the Taipei High Administrative Court only judged whether... Read more | | I-Chiun to start shipping LED leadframes for TVs in 2H09 Passive, PCB, other IC components | Jul 7, 12:07 Taiwan-based I-Chiun Precision Industry is expected to start shipping LED leadframes for TVs in the second half of 2009, according to market sources. Read more |
|
|
Xilinx Virtex-5 supply issue caused by 65nm yield problems at UMC, say sources IC manufacturing | Jul 6, 11:29 | | United Microelectronics Corporation (UMC) is seeing yield problems with its 65nm process, which are disrupting supply to major FPGA customer Xilinx, according to industry sources. The tight supply may not be eased until September 2009. Read more | | |
|
PTI sales recovery continues in June, upbeat about 3Q09 Memory | 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 | | |
|
PSC says DRAM ASP and shipments up in June Memory | Jul 6, 10:17 | | Powerchip Semiconductor Corporation (PSC) has announced unaudited net sales of NT$2.12 billion (US$64.51 million) for June 2009, up 40.9% from May's NT$1.51 billion. The Taiwan-based memory chipmaker said that both its ASP and shipments went up sequentially in June, thanks to improved yields on its 65nm process. Read more | | |
|
| | | | IC tester Ardentec increases 2009 capex IC manufacturing | Jul 6, 14:14 Wafer testing house Ardentec recently adjusted upward its capex budget for 2009. Read more | | TV related IC designers to see strong shipment growth in 3Q09 IC design - Newswatch | Jul 6, 16:08 MediaTek and MStar Semiconductor are expected to see significant growth in TV chip shipments in third-quarter 2009, while Novatek Microelectronics' shipments... Read more | Taiwan analog IC designers to enjoy growth in 3Q09 IC design | Jul 6, 15:52 Taiwan analog IC design houses are expected to see double-digit sequential revenue growth in third-quarter 2009, outperforming other segments, according... Read more | | MCU maker Weltrend 2Q09 revenues up 25% IC design | Jul 6, 11:43 Microcontroller unit (MCU) design house Weltrend Semiconductor saw June revenues increase 10% sequentially to NT$160 million (US$4.86 million) and second-quarter... Read more | PSC adjusts ECB conversion price to NT$5.25 per share Memory - Newswatch | Jul 6, 11:10 Powerchip Semiconductor Corporation (PSC) has reset the conversion price of its US$157.85 million euro convertible bonds (ECBs) at NT$5.25 (US$0.16)... Read more | | Motech China subsidiary sees solar cell capacity booked up Solar | Jul 6, 10:54 Motech (Suzhou) Renewable Energy, a China subsidiary of Taiwan-based solar cell maker Motech Industries, is running at full utilization and plans to... Read more |
|
|
IC manufacturing | TSMC joins CEA-Leti program on multiple e-beam lithography Jul 6, 17:03 | | | | | May chip sales continue sequential growth, says SIA Jul 6, 10:13 | | | | |
IC design | ZTE and Qualcomm collaborate to boost UMTS system performance Jul 6, 16:53 | | | | | Realtek to acquire China-based Actions Semiconductor, says paper Newswatch | Jul 6, 16:51 | | | | | Discera introduces DragonFly programmer for customizing oscillators Newswatch | Jul 6, 12:23 | | | | |
Passive, PCB, other IC components | Nichidenbo seeing online games boost passive component orders Jul 6, 15:13 | | | |
|
Notes and corrections |
|
A July 8 article regarding the CMMB market has been updated with comments from mobile TV solution provider Siano. Siano has pointed out that a recent licensing dispute referenced in the article between it and TiMi was a temporary mistake, which was quickly resolved. Siano also expressed its view that the CMMB market is seeing an increase, not a decline as claimed by the sources in the article. |
|
© DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2009 2Q09 China China market DRAM equipment foundry IC IC design IC designer IC manufacturing Memory NAND flash Passive, PCB, other IC components revenues sales semiconductor Solar Taiwan TSMC |
|
|
|
|
|
|
|
|
Pickens pulls the plug on wind farm (Jul 8) - Technology Review Last year, T. Boone Pickens signed a deal for 667 wind turbines for an enormous 4,000-megawatt wind farm to be built in the Texas Panhandle.
Now that plan is in shambles. Bad credit markets and a lack of transmission lines for the wind turbines have led him to scrap the panhandle project, at least for now, he confirmed today. But he still has to do something with all of those turbines he's ordered. "I'm committed to 667 wind turbines and I am going to find projects for them," he said in a statement.
| Opinion: In 'phoney war' Intel attacks ARM at home (Jul 8) - EETimesUK Nokia's strategic relationship with Intel, announced last month, may be very forward-looking and not about to worry any incumbent wireless chipset suppliers, but it is nonetheless threatening to Europe's local hero, ARM Holdings.
| SSD startup touts cost efficient flash (Jul 8) - EETimesUK Dubbed single mode level cell (SMLC) technology, Fusion-io says products using the enterprise class flash offer a cost-effective MLC-based solid-state solution with the endurance and performance of SLC at a much lower cost-per-gigabyte.
| Syndiant CTO reflects on pico projector market take-off (Jul 8) - Company release | Corsair to stop making modules using Elpida memory (Jul 8) - TweakTown | OKI acquires LED line from Renesas (Jul 09) - EE Times OKI Data is increasing LED production to meet target sales by 2011. ODI, the OKI Data subsidiary that develops and manufactures print heads for LED printers, currently operates in Hachioji. These operations will be transferred to the facility now acquired from Renesas, and the facility is scheduled to go on-line in April 2010.
| MediaTek sets sights on challenging US chip suppliers (Jul 8) - Finacial Times | Photronics to close Shanghai, China facility (Jul 9) - Business Wire Photronics, a worldwide leader in supplying innovative imaging technology solutions for the global electronics industry, has announced that it is closing its integrated circuit photomask manufacturing facility in Shanghai, China. The closure is consistent with Photronics strategy to reduce costs and lower its operational breakeven point, it said.
| Milan fair to put world biggest solar plant on roof (Jul 7) - Reuters The Milan trade fair has said it is commissioning the world's biggest rooftop photovoltaic power installation covering some 270,000 square meters.
| Memory to rise to 3D challenges (Jul 8) - EE Times The semiconductor memory industry is about to experience major technological changes as three-dimensional multi-gate structures push transistors and memory architectures forward, according to a one-day memory workshop held last month in Grenoble, France, by leading researchers from around the world.
|
|
| |
|
|
|
|
|
|
|
|
|
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. |
|
 Read more
|
|
|
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. |
|
Read more |
|
|
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. |
|
Read more |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
