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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
12:53 (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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IC design houses see influx of short lead-time orders from China Nov 20, 14:44 Taiwan-based IC designers are seeing increased short lead-time orders for December 2009 from China, as OEMs and vendors place orders to avoid shipping delays due to uncertain weather, according to industry sources. North China is currently experiencing a blizzard which has caused traffic chaos. Read more |
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SMIC completes construction on multiple fabs in Shenzhen Nov 20, 10:45 Semiconductor Manufacturing International (SMIC) has completed construction of its new and separate 200mm (8-inch) and 300mm (12-inch) fabs in Shenzhen, China. David NK Wang made his first appearance as SMIC's CEO on November 19, when the China-based foundry held a ceremony to celebrate the completion. Read more |
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China will need 6-8 8G plants to fulfill panel demand in the future Nov 19, 17:06 Market watchers expect China will require six to eight 8G or above LCD panel production lines to fulfill its demand in the future. China's LCD TV panel demand in 2009 is estimated at around 27 million units, and is forecast to rise to 38 million units in 2010 and 45 million units in 2012, market sources added. Read more |
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IC distributor Yosun to set up more offices in China Nov 19, 15:57 Taiwan-based IC distributor Yosun Industrial plans to invest an additional NT$120 million (US$3.73 million) to set up more branch offices in second- and third-class cities in China and expects revenues generated from the China market to increase at least 50% in 2010. Read more |
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TSMC able to take seat on SMIC board, say state-run China media Nov 19, 11:46 It is still possible for Taiwan Semiconductor Manufacturing Company (TSMC) to take a seat on the board of directors for Semiconductor Manufacturing International Corporation (SMIC) due to its holdings of up to 10% in the China-based wafer foundry, according to a recent report in the Chinese-language China Electronics News, which is under the supervision of China's Ministry of Industry and Information Technology (MIIT). TSMC has stated that it will be a passive investor. Read more |
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Autodesk to help China promote engineering design education Nov 18, 16:58 US-based Autodesk, a global provider of 2D and 3D design software, on November 17 signed a memorandum of understanding (MOU) with China's Ministry of Education for cooperation to boost innovation and advance education in engineering design in China, according to Autodesk China. Read more |
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China government pushes PV subsidization program; 294 demo projects with total capacity of 642MWp planned Nov 18, 14:54 The China government, in order to boost the execution of Golden Sun, a 2009-2010 subsidization program to promote development of PV technologies and their applications as well as domestic PV-related industries, will have local governments implement 294 demonstration projects with a total installation capacity of 642MWp around China, according to the Ministry of Finance. Read more |
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MediaTek to ship GSM/GPRS single-chip solution in December Nov 18, 12:06 MediaTek is scheduled to volume produce its first GSM/GPRS single chips MT6253 in December, according to industry sources. The solution will target white-box handsets priced at less than 3,000 yuan (US$440). Read more |
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China-based TCL announces JV with Century to jointly build 8.5G plant Newswatch - Nov 17, 15:37 China-based LCD TV vendor TCL Group has signed an agreement with Century Science & Technology Investment Corporation to jointly set up a 8.5G LCD panel production plant in Shenzhen, China, according to a TCL announcement cited by the Shanghai Securities News. Read more |
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Chipbond affiliate in China suspends expansion plan pending rule changes Nov 16, 14:16 Chipbond Technology's China-based affiliate Chipmore Technology has suspended plans to expand capacity for gold bumping, pending possible changes to Taiwan government policies concerning cross-strait investment, according to the company. Read more |
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MediaTek to see December revenues return to NT$10 billion, say sources Nov 16, 12:17 MediaTek's revenues are expected to return to NT$10 billion (US$310.85 million) in December, generating revenues of NT$29-30 billion in the fourth quarter, as order volume has been recovering, according to industry sources. However, the company has reiterated that its previous forecast, saying its fourth-quarter revenues will drop 13-19% to NT$27.8-29.8 billion. Read more |
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China government may cancel BIPV subsidization program Nov 16, 10:28 The China government is likely to cancel a program to subsidize building-integrated photovoltaic systems (BIPV) at a rate of 20 yuan (US$2.9) per watt because of its overlapping with another PV incentives program. according to reports from China. Read more |
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TSMC access to SMIC shares depends on government approval, says Chang Nov 13, 15:58 Taiwan Semiconductor Manufacturing Company (TSMC) will accept the shares offered by Semiconductor Manufacturing International (SMIC) in line with the two companies' lawsuit settlement if the offer is permitted by government laws and regulations, according to TSMC chairman and CEO Morris Chang. Read more |
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Foxconn launches series of investments in China Stockwatch - Nov 12, 16:59 Foxconn Electronics (Hon Hai Precision Industry) has announced a series of investments in China with the total amount reaching US$393 million, according to company posts on the Taiwan Stock Exchange (TSE). Read more |
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Jiangsu province of China aims at PV production value of 100 billion yuan in 2012 Nov 12, 16:57 Jiangsu, currently boasting the largest number of photovoltaic (PV) makers in all provinces of China, aims to create a total production value of 100 billion yuan (US$14.6 billion) for PV products in 2012, according to a procurement delegation from businesses in the eastern province that arrived in Taiwan on November 9. Read more |
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Aide Solar to form PV module joint venture in China with Europe-based system provider Nov 12, 16:03 Jiangsu Aide Solar Energy Technology, a China-based solar cell and photovoltaic (PV) module maker, will form a joint venture with a PV system supplier in Europe to produce PV modules in China, according to Fang Min-qing, chairman of PanJit International, the parent company of Aide Solar. Read more |
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China market: TV vendors starting price war for LED TVs Nov 12, 12:02 Domestic and international vendors in China are cutting prices for LED-backlit LCD TVs to stimulate sales, with Hisense offering the deepest cuts, according to reports from China. Read more |
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CPT takeover of China company expected to be approved soon Nov 11, 15:26 Chunghwa Picture Tubes (CPT) expects its bid to take over China-listed Mindong Electric Group to receive final approval by China's finance and securities authorities around the end of November, according to the Taiwan-based LCD panel maker. Read more |
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TSMC to receive US$200 million and shares from SMIC Nov 11, 11:38 Taiwan Semiconductor Manufacturing Company (TSMC) and Semiconductor Manufacturing International (SMIC) have revealed the terms of a settlement for their trade secrets lawsuit, with the China foundry paying the world's top contract chipmaker US$200 million, plus its own shares. Read more |
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TPV signs joint venture agreement with LG Display Nov 10, 17:10 TPV Technology has announced that its wholly owned subsidiary Top Victory Investments has entered a joint venture (JV) agreement with LG Display. Read more |
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Taiwan makers urged to tap China RFID market Nov 10, 16:17 Taiwan makers of RFID related products are urged to join the China RFID Alliance in order to tap the growing RFID market in China, according to Zhang Qi, chairperson of China RFID Alliance. Read more |
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SMIC appoints new CEO after Richard Chang resignation Nov 10, 12:39 Semiconductor Manufacturing International Corporation (SMIC) has announced that its CEO Richard Chang has resigned to pursue other personal interests. Read more |
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China-based PV module makers cut quotes for 1Q10; Europe competitors follow suit Nov 10, 10:18 China-based photovoltaic (PV) module makers have lowered their quotes for the Europe market by 14.3% from 1.4 euros/watt currently to 1.2 euros/watt for the first quarter of 2010. In response, Europe-based makers have also reduced quotes by 10.5% from 1.9 euros/watt presently to 1.7 euros/watt, according to industry sources in Taiwan. Read more |
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China-based BOE and Taiwan equipment suppliers sign letter of intent for 8.5G LCD fab Nov 6, 12:41 The Taiwan Optoelectronic and Semiconductors Equipment Association (TOSEA) and China-based panel maker BOE Technology signed a letter of intent (LOI) on November 5 in Taipei that will see BOE give priority to equipment sourced from Taiwan for its 8.5G LCD plant. Read more |
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Yageo October 2009 revenues drop 7% Nov 6, 11:43 Passive component maker Yageo has reported October revenues of NT$1.86 billion (US$57.26 million), reaching a 5% on-year growth and representing the second high in 2009. Read more |
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China market: 3Q09 search engine revenues total about 2 billion yuan, says Analysys Nov 5, 10:19 Online search engines in the China market generated total revenues of 2.003 billion yuan (US$293 million) in the third quarter of 2009, increasing 10.7% sequentially and 36.8% on year, according to China-based consulting company Analysys International. Read more |
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Taiwan-based Chinesegamer licenses game to China operator Nov 4, 16:59 Taiwan-based Chinesegamer International has announced the licensing of its Chinese Hero Online 3D game to Sohu.com ChangYou for the China market. Read more |
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China market: LED TV demand to reach 4 million units in 2010, says CECC Nov 4, 11:58 Demand for LED-backlit LCD TVs in the China market is expected to increase to four million units in 2010 from one million units in 2009, and to eight million units in 2011, as both international and domestic brands are actively promoting the product, according to China Electronic Chamber of Commerce (CECC). Read more |
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China Telecom to procure 50-80 million CDMA handsets in 2010, says VIA Telecom CEO Nov 4, 11:35 China Telecom plans to procure 50-80 million CDMA handsets in 2010, of which 70% will be inexpensive models with average sales prices of 200 yuan (US$29), to meet expected demand from new subscribers mainly in rural areas, according to Ker Zhang, CEO of Taiwan-based 3G IC design house VIA Telecom, which supplies handset solutions to the carrier. Read more |
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Advantech partners with XJ Group for China smart grids market Nov 2, 11:30 Taiwan-based industrial PC (IPC) maker Advantech has become a partner of XJ Group, a supplier of power generation, transmission and distribution equipment in China, for tapping China's smart grids market, according to Advantech. Read more |
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Taiwan-based ICP Electronics to move production lines to China Nov 2, 10:34 Taiwan-based industrial PC (IPC) maker ICP Electronics has completed expansion of production capacity at Armorlink SH Corporation, its subsidiary in Shanghai, China, and will move all production lines at its Taiwan headquarters to the subsidiary by the end of 2009, according to the company. Read more |
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CPT looking for partners to invest in China LCD production, says chairman Oct 30, 14:13 Chunghwa Picture Tubes (CPT), eyeing the China LCD TV market, is looking for partners to construct 6-8G panel plants in China while waiting for the Taiwan government to lift a ban on investment in front-end LCD production in China, according to company chairman Lin Wei-Shan. Read more |
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Acer expects BRIC to boost its PC shipments in 2010 Oct 29, 17:10 Acer CEO Gianfranco Lanci has said that strong demand from Brazil, Russia, India and China (BRIC) markets will be major contributors to the company's PC shipment growth in 2010. Read more |
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Wistron board approves various investments, including acquisition of rollable display specialist Polymer Vision Oct 29, 17:08 Wistron announced on October 28 that its board of directors has officially approved the company's 12 million euro (US$17.76 million) investment made to acquire Holland-based e-paper maker Polymer Vision. The board also approved Wistron investments in two chassis ventures in China, upgrades at its LCD product manufacturing facilities and an electronic waste recycling company. Read more |
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China poly-Si makers plan to hike spot quotes, say Taiwan makers Oct 29, 14:46 China-based poly-Si material makers plan to follow moves by solar-grade crystalline silicon wafer makers to raise their spot market prices, slightly hiking their spot quotes by 1.5-2%, according to industry sources in Taiwan. Read more |
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China to produce 30,000 tonnes of poly-Si in 2009, says report Oct 29, 11:29 China-based makers will produce an estimated total of 30,000 metric tons of polycrystalline silicon (poly-Si) in 2009, lower than the domestic demand, China-based website http://www.chinamining.org/ quoted Lei Ting, vice president of Suntech Power, as saying. Read more |
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AUO says limited impact from strike at China SMT supplier Oct 28, 11:16 AU Optronics (AUO) has said it expects to see limited impact from ongoing strike action at the factory of Fuchi Electronics (Suzhou FDK) in Suzhou, eastern China which supplies SMT components to AUO. Read more |
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China market: Nokia set to launch first TD-SCDMA handset by year-end Oct 28, 11:10 Nokia has announced its first TD-SCDMA handset, the 6788, which it expects to launch in the China market by the end of December 2009 in partnership with China Mobile. Read more |
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Second-tier makers dragging down overall utilization rate in China solar cell industry Oct 27, 15:45 While major China-based solar cell makers have been seeing utilization rates of 70-90% due to rebounding global demand in the second half of 2009, their fellow second-tier and smaller competitors have not obtained many orders, according to industry sources in Taiwan. Consequently, the overall utilization rate in China is currently only 50% of an estimated aggregate annual capacity of 7.0GWp, the sources pointed out. Read more |
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TV panel shipments expected to grow until 1Q10 on low inventory in China Oct 27, 15:23 Taiwan-based LCD panel makers are expected to see their shipments of TV panels enjoy brisk sales in fourth-quarter 2009 and in the first quarter of 2010 due to strong demand from the TV sector in China and the roll-out of new TV models by vendors in the first quarter 2010, according to industry sources in Taiwan. Read more |
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Motorola steps up cooperation with China-based handset makers, say sources Oct 27, 11:39 Motorola has stepped up its cooperation with China-based handset makers, instead of Taiwan makers, for the production of entry-level and mid-range handsets using chipset solutions mostly from Taiwan-based MediaTek and China-based Spreadtrum Communications, according to industry sources in Taiwan. Read more |
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China chip sales to rebound in 2010, says iSuppli Oct 26, 10:23 Following a decline in 2009, the China semiconductor market is expected to rebound vigorously in 2010 as exports of electronic products recover from the global economic crisis, according to iSuppli. Read more |
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Iteq to expand CCL and FCCL capacity Oct 23, 16:23 Taiwan-based Iteq plans to expand the monthly capacity at its Guangzhou, China plant for flexible copper-clad laminates (FCCLs) from 30,000 square meters to 100,000 square meters in the third quarter of 2010. The company also said it will add 500,000 square feet to the company's total CCL monthly capacity in the fourth quarter of 2009, and another 400,000 square feet in fourth-quarter 2010. Read more |
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China LCD TV shipments grow 120% during National Day holidays, says AUO VP Oct 23, 14:31 China's LCD TV shipments during the National Day holidays in October are estimated to reach 2.6 million units, a significant growth of 120% compared to the same period of 2008, according to AU Optronics (AUO) executive VP of global business unit Paul Peng. Read more |
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China market: Local PV equipment makers gaining competitive advantage Oct 23, 14:13 While foreign suppliers have occupied almost all of China's IC manufacturing equipment market, China-based makers are becoming increasingly competitive in the PV manufacturing equipment segment due to much lower prices, according to industry sources in Taiwan. Read more |
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TSMC grabs new orders from China Oct 23, 12:32 Taiwan Semiconductor Manufacturing Company (TSMC) has secured set-top box (STB) IC orders from a subsidiary of China-based home appliance vendor Haier, according to industry sources in China. The foundry is also collaborating with Huawei Technologies and ZTE to tap China's networking chip market, the sources added. Read more |
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Asustek to hire more workers Oct 22, 17:10 With high tech companies beginning to report their third quarter results, it appears that the global economy is warming slightly from its previously gloomy conditions, and recent stirrings within Asustek Computer indicate that the local PC giant is also partaking in the positive market momentum, which in turn, can mean more jobs for Taiwan locals. Read more |
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HannStar Board kicks off construction of new plant in Jiangyin, China Oct 22, 16:24 Notebook PCB maker HannStar Board has kicked off construction of a new plant in Jiangyin, China to meet increasing demand from customers. Read more |
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MediaTek to launch mobile TV chips in 2010, say sources Oct 22, 14:32 MediaTek will roll out mobile TV solutions supporting the DVB-H and DVB-T standards in 2010, according to market sources. The designer is also considering the possibility of developing chip solutions compliant with China's CMMB mobile TV standard. Read more |
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