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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
19:37 (GMT+8)
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PSC receives eTT DRAM orders from system makers Memory | Nov 6, 11:52 | | Powerchip Semiconductor (PSC), which mainly supplies effectively tested (eTT) DRAM chips to module customers, has recently landed orders from Taiwan- and US-based system vendors, according to industry sources in Taiwan. With supply in the contract market tightening recently, some PC OEMs are looking to spot market suppliers to meet demand. Read more | | |
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China-based BOE and Taiwan equipment suppliers sign letter of intent for 8.5G LCD fab Passive, PCB, other IC components | 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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| | | | Driver IC backend supplier revenues down in October 2009 IC manufacturing | Nov 6, 16:56 Driver IC backend supplier Chipbond Technology saw its October revenues decline by 25.2% to NT$468 million (US$13.39 million) as customers have slowed... Read more | | TSMC clarifies reports on SMIC lawsuit IC manufacturing - Stockwatch | Nov 6, 10:35 Taiwan Semiconductor Manufacturing Company (TSMC) has filed a company filing with the Taiwan Stock Exchange (TSE) responding to the verdict recently... Read more | IC design house Richtek may see slight revenue drop in 4Q09 IC design | Nov 6, 12:07 Richtek Technology has estimated fourth-quarter 2009 revenues may stay flat or drop slightly to NT$2.2-2.5 billion (US$67.64 million-76.87 million).... Read more | | A-Data revenues hit 31-month high in October 2009 Memory | Nov 6, 15:00 A-Data Technology has reported revenues of NT$4.365 billion (US$134.21 million) for October 2009, the highest since March 2007. The figures showed revenue... Read more | Nanya to raise NT$16 billion Memory | Nov 6, 12:24 Nanya Technology on November 5 announced its board of directors has approved plans to raise an estimated NT$16 billion (US$491.94 million) by issuing... Read more | | Elpida and ProMOS ink partnership on DRAM Memory | Nov 6, 10:28 Elpida Memory and ProMOS Technologies announced on November 6 the signing of a DRAM foundry agreement. Read more | Aluminum capacitor prices will remain stable, says Nichidenbo Passive, PCB, other IC components | Nov 6, 16:34 Nichidenbo, a distributor of Nippon Chemi-con in Taiwan, has said ASPs of aluminum capacitors will remain stable and are not likely to increase temporarily... Read more | | Alumina substrate supplier Leatec expects 4Q09 revenues to grow Passive, PCB, other IC components | Nov 6, 15:09 Leatec Fine Ceramics, a Taiwan-based alumina substrate supplier for chip resistor manufacturers, expects its fourth-quarter 2009 revenues to grow from... Read more | Yageo October 2009 revenues drop 7% Passive, PCB, other IC components | 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... Read more | | GET sees revenues high in October 2009 Solar | Nov 6, 15:45 Solar-grade poly-Si wafer maker Green Energy Technology (GET) has reported revenues of NT$1.003 billion (US$31 million) for October, its second consecutive... Read more |
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TSMC to demand US$1 billion compensation from SMIC IC manufacturing | Nov 5, 14:51 | | Taiwan Semiconductor Manufacturing Company (TSMC) will pursue compensation of up to US$1 billion from Semiconductor Manufacturing International Corporation (SMIC) following a ruling in favor of TSMC delivered by the Alameda County Superior Court on November 3 on their trade secrets trial, according to a lawyer for TSMC. Read more | | |
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Gintech Energy raises additional funds to improve financial structure Solar | Nov 5, 10:24 | | Taiwan-based solar cell maker Gintech Energy has raised an additional capital of NT$2.763 billion (US$85.4 million) through the release of 65 million new shares at NT$42.50 per share, according to a company announcement on November 4. The new funds will be used to improve the company's financial structure, it said. Read more | | |
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Elpida licensing deal with TIMC remains firm, says TIMC designated head Memory | Nov 5
John Hsuan, who has been tapped to set up Taiwan Innovative Memory Company (TIMC), has reiterated that the licensing terms in an agreement reached with technology partner Elpida Memory remains unchanged. TIMC will be allowed to permanently use Elpida's patented IP without additional charges after acquiring a 10% stake in the Japan-based memory chip company. Read more |
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| | | | Chipbond and IST 4Q09 revenues to drop 20% on quarter IC manufacturing | Nov 5, 16:23 Chipbond Technology and International Semiconductor Technology (IST) may see sequential revenue drops of almost 20% in the fourth quarter of 2009, in... Read more | | Ralink, Leadtrend and ALi to see revenues climb in October IC design | Nov 5, 16:48 Taiwan-based IC design houses, Ralink Technology, Leadtrend Technology and ALi, all expect increased revenues for October although some others may see... Read more | Ralink and Realtek WLAN chip market shares set to increase in 2010 IC design | Nov 5, 15:39 Taiwan-based WLAN chipmakers Ralink Technology and Realtek Semiconductor are expected to see their market shares increase in 2010 as a number of Taiwan... Read more | | Elpida swings to operating profit in Jul-Sep 2009 Memory | Nov 5, 17:04 Elpida Memory has announced net sales for the second quarter of its fiscal 2009 (ended September 30, 2009) rose 32.1% sequentially to 95.9 billion yen... Read more |
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Taiwan equipment makers post mixed 1Q-3Q09 earnings IC manufacturing | Nov 4, 14:26 | | Taiwan-based Usun Technology has reported on-year profit growth of 89% for the first three quarters of 2009, whereas fellow equipment maker Csun Manufacturing saw a 54% decline. Both Gallant Precision Machining (GPM) and Kenmec Mechanical Engineering swung to losses in the nine-month period, compared to profits a year ago. Read more | | |
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DRAM contract prices to rise by double-digits in November, says Nanya Memory | Nov 4, 11:06 | | Contract quotes for DRAM chips may continue to grow by a double-digit percentage in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai said he does not see a downward correction in the short term, as demand from PC OEMs remains strong. Read more | | |
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| | | | Specialty IC foundry VIS conservative about 4Q09 IC manufacturing | Nov 4, 12:17 Analog/mixed-signal and logic IC specialist Vanguard International Semiconductor (VIS) has estimated wafer shipments to decrease by around 30% sequentially... Read more | | UMC to offer more incentives to employees IC manufacturing | Nov 4, 11:20 United Microelectronics Corporation (UMC) has decided to distribute performance bonuses among its employees as an incentive to reinforce loyalty. The... Read more | IC designer GMT positive about 1Q10, says president IC design | Nov 4, 16:46 Analog IC design house Global Mixed-mode Technology (GMT) expects revenues to decline 15% sequentially to NT$1.08 billion (US$33.13 million) in fourth-quarter... Read more | | ALi, Sunplus developing STB chips for HDTVs IC design | Nov 4, 16:46 ALi and Sunplus Technology are stepping up efforts to expand their set-top box (STB) chips for HDTVs, according to industry sources. Both IC designers... Read more | Alcor Micro to tap touch panel controller market IC design | Nov 4, 15:43 NAND flash controller designer Alcor Micro, plans to introduce capacitive controller chips for touch panels in 2010, according to the company. Read more | | Faraday, Global Unichip differ on 4Q09 outlook IC design | Nov 4, 14:58 Faraday Technology expects fourth-quarter revenues to drop by 10% due to weaker demand for ASICs, while Global Unichip has said its revenues in the fourth... Read more |
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IC manufacturing | 3Q09 chip growth sets stage for 22% surge in 2010, says Future Horizons Nov 4, 12:12 | | | | |
IC design | China Telecom to procure 50-80 million CDMA handsets in 2010, says VIA Telecom CEO Nov 4, 11:35 | | | | |
Memory | Samsung and Micron expand in 3Q09 NAND flash market, says DRAMeXchange Nov 4, 13:57 | | | | |
Passive, PCB, other IC components | MEMS chip business struggles with growing pains, says IC Insights Nov 4, 12:06 | | | |
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Solar cell makers Motech and E-Ton expect strong 4Q09 Solar | Nov 3, 11:19 | | Taiwan-based Motech Industries and E-Ton Solar Tech both expect strong solar cell shipments in the fourth quarter of 2009. They shipped 235MWp and 139MWp respectively during January-September and expect shipments to reach 360MWp and 200MWp respectively for 2009, according to the companies at their investors conferences on November 2. Read more | | |
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DRAM maker PSC revenues up 63% in October Memory | Nov 3, 16:35 | | Powerchip Semiconductor (PSC) has reported revenues of NT$4.239 billion (US$131 million) for October 2009, the highest since August 2008. The figure also showed a 63% growth from NT$2.603 billion a year ago, ending a 15-month streak of on-year revenue drops. Read more | | |
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US$2.50 reasonable for DRAM, says Kingston Technology Far East Memory | Nov 3
| | DK Tsai, chairman of Kingston Technology Far East and PTI |
US$2.50 is a healthy price level for both DRAM makers and PC ODM/OEM makers, according to Kingston Technology Far East chairman DK Tsai, who also heads packaging and testing firm Powertech Technology (PTI). Tsai pointed out that DRAM production costs are US$2.20-2.30 based on 70nm processes, US$1.80-2 on 60nm and about US$1.50 on 50nm, implying DRAM makers can profit from US$2.50 price levels. Read more |
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| | | | Intel CEO promotes Larrabee privately during China visit IC design | Nov 3, 16:54 Intel CEO Paul Otellini talked privately with several China-based graphics card makers to promote its Larrabee GPU, which is set to launch in 2010, during... Read more | | Sony to use MediaTek controller chips for ultra low-price LCD TVs, say sources IC design | Nov 3, 16:07 Sony is reportedly set to use TV controller chips, such as scaler ICs, from Taiwan-based MediaTek for its so-called super entry-level B series ultra... Read more | Elpida takes director-seat majority following Rexchip shuffle Memory | Nov 3, 15:47 Taiwan-based DRAM maker Rexchip Electronics has recently reshuffled its board of directors with Elpida Memory occupying six seats and Powerchip Semiconductor... Read more | | WPG reports high 3Q09 profits; expects 10-20% revenue decline in 4Q09 Passive, PCB, other IC components | Nov 3, 16:29 IC distributor WPG Holdings has reported net profits of NT$1.3 billion (US$39.8 million) and net EPS of NT$1.46 for the third quarter on consolidated... Read more | NPC likely to receive FC substrate backend orders from Intel after NGK stops its supply Passive, PCB, other IC components | Nov 3, 16:15 IC substrate supplier Nan Ya Printed Circuit Board (NPC) may see weaker order volumes in the short term because its Japan-based strategic partner NGK... Read more | | Taiwan-based solder material maker Shenmao sees high net profits in 3Q09 Passive, PCB, other IC components | Nov 3, 14:30 Taiwan-based solder material maker Shenmao Technology posted record net profits of NT$148 million (US$4.5 million) in the third quarter of 2009 mainly... Read more | Inductor makers to see stable demand from notebook, handset clients in 4Q09 Passive, PCB, other IC components | Nov 3, 12:02 Taiwan-based inductor makers, including Cyntec and Mag.Layers Scientific-Technics, are optimistic about fourth-quarter outlook with stable demand from... Read more | | Solar wafer maker SAS expects October revenues to hit all-time high Solar | Nov 3, 12:19 Taiwan-based solar wafer maker Sino-American Silicon Products (SAS) expects to hit record revenues in October due to booming sales, according to company... Read more |
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ASE, SPIL speeding up copper wire bonding expansion IC manufacturing | Nov 2, 16:34 | | Advanced Semiconductor Engineering (ASE) plans to add an additional 2,000 copper wirebonders by the end of 2010, while Siliconware Precision Industries (SPIL) will add 200-300 copper wirebonders per quarter in the first half of 2010, according to the companies. Read more | | |
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DRAM module makers post outstanding 3Q09 profits Memory | Nov 2, 15:59 | | Taiwan memory module makers A-data Technology, Transcend Information and Power Quotient International (PQI) all saw significant profit growth in the third quarter of 2009. Read more | | |
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| | | | UMC purchases equipment worth more than US$75 million IC manufacturing | Nov 2, 16:04 United Microelectronics Corporation (UMC) has announced recent equipment purchases from Tokyo Electron, Lam Research International Sarl, and Hitachi... Read more | | Taiwan DRAM makers see losses narrow in 3Q09; expected to break even in 4Q09 Memory | Nov 2, 15:00 Taiwan-based DRAM makers saw losses narrow in third-quarter 2009 with combined losses at Powerchip Semiconductor Corporation (PSC), ProMOS Technologies,... Read more | Cyntec to delist from TSE in March 2010; become wholly owned subsidiary of Delta Electronics Passive, PCB, other IC components | Nov 2, 16:52 Passive component maker Cyntec has announced that it will become a 100%-owned subsidiary of its parent company Delta Electronics, and will delist from... Read more | | Delta Electronics lands contract to install 117KWp PV system in US Solar | Nov 2, 10:18 Taiwan-based Delta Electronics has obtained a contract from Silicon Valley-based River of Life Christian Church to install a 117KWp (kilowatt-peak) on-grid... Read more | |
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Notes and corrections |
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A November 2 report incorrectly stated Transcend Information reported net profits of NT$114 million for the third quarter of 2009. The correct figure is NT$1.14 billion. |
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2009 2010 3Q09 4Q09 China demand DRAM foundry IC IC design IC manufacturing Memory NAND flash Passive, PCB, other IC components PV revenues semiconductor 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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