Intel sees chipset demand from motherboard makers exceed CPU shipments by 20%, say sources Mobos | Mar 19, 15:26 | | Motherboard clients of Intel have been increasing orders for chipsets recently, causing chipset shipments to rise to a level 20% higher than processor shipments, according to sources from motherboard makers. Read more | |  |
| CMO, Innolux, TPO complete merger Displays | Mar 19, 16:13 | | Chimei Innolux Corporation (CIC) - the entity merging Chi Mei Optoelectronics (CMO), Innolux Display and TPO Displays - was officially established on March 18, with Hsing C Tuan, chairman and president of Innolux, becoming the new company's CEO. Read more | | |
| Chip industry to grow 7% in 2011, predicts TSMC chairman Bits + chips - Newswatch | Mar 19, 10:20 | | The global semiconductor industry will grow by 7% in 2011, and is poised to post a CAGR (compound annual growth rate) of 4.2% during the period from 2011-2014, according to Morris Chang, chairman of Taiwan Semiconductor Manufacturing Company (TSMC), speaking at the recent Global Semiconductor Alliance (GSA) summit. Read more | | |
| Sony Ericsson feature phone orders to Taiwan partners to be reduced significantly in 2010, say sources Telecom | Mar 19, 11:55 | | Orders for feature phones released by Sony Ericsson to Taiwan production partners will be reduced significantly in 2010 as the handset vendor is switching its focus on smartphones, according to industry sources in Taiwan. Read more | | |
| | | | | Ability Enterprise may not reach digital camera shipment target for 1Q10 Systems | Mar 19, 17:14 Taiwan-based digital camera maker Ability Enterprise in early March set a goal of shipping five million units in the first quarter of 2010 but now thinks... Read more | | Notebook makers having difficulty shifting costs to upstream suppliers Systems | Mar 19, 17:02 Notebook makers are unlikely to be able to shift some of their costs to upstream components suppliers in 2010 since most of the notebook components are... Read more | Taiwan makers partner with picoChip to develop femtocell products Systems | Mar 19, 16:15 UK-based picoChip Design has teamed up with a number of Taiwan-based network equipment makers, including Askey Computer (a subsidiary of Asustek Computer),... Read more | | Global sales of built-in 3G modules to exceed plug-type data cards in three years, say sources Systems - Newswatch | Mar 19, 10:31 Global sales of built-in 3G modules are expected to grow by an annual rate of over 30% in the next three years with their sales volume to surpass those... Read more | First-tier motherboard makers up AMD shipment proportion for China Mobos | Mar 19, 15:52 Sales of AMD-based desktop PCs have accounted for more than 40% of the desktop segment in China, pushing first-tier motherboard makers Asustek Computer,... Read more | | Taiwan-based passive component makers to see shipment growth in March Bits + chips | Mar 19, 17:05 Taiwan-based passive components makers, including Yageo, Cyntec, Mag.Layers Scientific-Technics and TXC, are likely to see shipments grow in March, driven... Read more | DDR2 gains stronger momentum, says inSpectrum Bits + chips | Mar 19, 16:53 Spot price of DDR2 gained stronger momentum this week (March 15-19), thanks to price hike by Kingston Technology, as well as inventory replenishments... Read more | | UMC plans more hiring Bits + chips | Mar 19, 16:30 United Microelectronics Corporation (UMC) plans to seek a total of 2,400 new recruits, including 1,000 engineers for its 12-inch wafer fab located at... Read more | ChipMOS expects strong 1Q10 Bits + chips | Mar 19, 16:19 ChipMOS Technologies expects its revenues for the first quarter of 2010 to stay flat or increase by a single-digit percentage from the fourth quarter... Read more | | BYD to invest 500 million yuan for PV power stations in 2010, says media Bits + chips | Mar 19, 14:44 BYD, a China-based maker of electric cars, batteries and electronic components/devices, plans to invest 500 million yuan (US$73.2 million) to set up... Read more | Chip foundries and backend firms see order visibility extend to June Bits + chips | Mar 19, 14:37 Most Taiwan-based pure-play foundries and backend packaging and testing houses have seen order visibility extend to June, buoyed by strong demand from... Read more | | Driver IC vendor Sitronix posts profit of over NT$448 million for 2009 Bits + chips | Mar 19, 14:30 Driver IC maker Sitronix Technology has posted net profits of NT$448.5 million (US$14.14 million), or an EPS of NT$3.92, on revenues of NT$5 billion... Read more | China-based solar wafer maker Solargiga sees loss from 2009 operation Bits + chips | Mar 19, 12:03 China-based solar ingot/wafer supplier Solargiga Energy on March 18 published its 2009 financial report, posting revenues of 658 million yuan (US$96.3... Read more | | DRAM spot prices keep rising Bits + chips | Mar 19, 11:47 Spot prices for mainstream 1Gb DDR2 and same-density DDR3 have recently rallied to approach the US$3 mark, reflecting demand is outstripping supply,... Read more | Taiwan-based solar cell maker DelSolar sues Swiss Wafers for contract default Bits + chips | Mar 19, 10:44 Taiwan-based solar cell maker DelSolar has filed a lawsuit accusing Switzerland-based Swiss Wafers of violating a five-year solar wafer supply contract... Read more | | Compal Communications handset shipments to be halved in 2010, says paper Telecom - Newswatch | Mar 19, 16:45 Handset shipments from Taiwan-based Compal Communications are likely to drop 50% to eight million units in 2010 as compared to 16 million units shipped... Read more |
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Systems | Foxconn files patent lawsuit against connector maker Lotes Mar 19, 17:06 | | | | | STB shipments to continue brisk growth in 2010, says iSuppli Mar 19, 15:32 | | | | | Gemtek sees net profits drop over 42% in 2009 Mar 19, 14:19 | | | | | Taiwan market: JVC aims at 30% share for digital camcorders in 2010 Mar 19, 09:59 | | | | |
Mobos | Advantech nets NT$3.50 per share from 2009 operation Mar 19, 16:26 | | | | |
Displays | Wintek blamed for Apple iPad delay, says report Newswatch | Mar 19, 16:43 | | | | | ITO film maker Ushine seeking OTC listing Mar 19, 10:26 | | | | |
Bits + chips | Quartz component makers to see single-digit drops in 1Q10 revenues Mar 19, 11:42 | | | | | Litho market drops 47% in 2009, says The Information Network Mar 19, 10:01 | | | |
| Foxconn says no plan to split company Systems - Stockwatch | Mar 18, 16:43 | | In the wake of reports about Foxconn Electronics (Hon Hai Precision Industry) planning to split into three businesses, the EMS giant has noted that such issues need careful evaluation and the company currently is not processing any plans concerning these issues. Read more | | |
| Flextronics southern China production site expects double-digit growth in 2010 Systems | Mar 18, 10:22 | | Singapore-based EMS provider Flextronics International expects its production site in Zhuhai, southern China - the largest of the company's production bases around the world - to see a double-digit on-year revenue growth in 2010, according to Flextronics China vice president Fu Jun. Read more | | |
| TSMC on course to meet 1Q10 sales target, says CFO Bits + chips | Mar 18
| | Morris Chang and TSMC CFO Lora Ho |
Taiwan Semiconductor Manufacturing Company (TSMC) will be able to achieve its revenue target of NT$89-91 billion for the first quarter of 2010, while production has fully recovered from the impact of an earthquake that resulted in 1.5 days of loss of wafer movement in early March, according to company CFO Lora Ho. Read more | | | HTC dismisses Apple claims Telecom | Mar 18
| | T-Mobile Pocket PC Phone Edition |
HTC has outlined its disagreement with Apple's legal actions and reiterated its commitment to creating a portfolio of innovative smartphones that gives consumers a variety of choices. Read more | | | | | | | UL signs MOU with ITRI to develop safety requirements for electric vehicles Systems | Mar 18, 14:53 Underwriters Laboratories (UL), a product safety testing and certification service provider, has signed a memorandum of understanding (MOU) with Taiwan's... Read more | | Intel notebook CPUs in tight supply, says sources Mobos | Mar 18, 11:35 Intel's latest Core i7/i5/i3 series notebook processors are currently facing tight supply, as Acer, optimistic about the upcoming demand for the related... Read more | CPT to make touch panels at 4G CF line Displays | Mar 18, 16:16 Chunghwa Picture Tubes (CPT) is planning to use part of its 4G color filter (CF) capacity at its Hukou, Taiwan plant to produce projected capacitive... Read more | | Giantplus acquires CPT CF line for touch panel production Displays | Mar 18, 15:43 Small- to medium-size LCD panel maker Giantplus Technology has announced it will acquire a 3.5G color filter (CF) line in Taiwan from Chunghwa Picture... Read more | Tablet, low-capacity SSD seen as boost to NAND flash market Bits + chips - Newswatch | Mar 18, 16:56 The market for NAND flash memory, which is mainly used to store data in mobile handsets, portable music players and other consumer electronic devices,... Read more | | Taiwan-based solar cell makers seeking contract price hikes for 2Q10 Bits + chips | Mar 18, 15:00 Taiwan-based makers of crystalline silicon solar cells, foreseeing that global demand will continue to be strong and solar wafer costs will rise in the... Read more | China-based Suntech to supply PV modules for PV power station in Taiwan Bits + chips | Mar 18, 14:51 China-based photovoltaic (PV) module maker Suntech Power will be the single supplier of PV modules for use by Taiwan-based Fortune Electric to construct... Read more | | HannStar Board-GBM consolidation to create largest PCB maker in Taiwan Bits + chips | Mar 18, 14:19 The planned acquisition of Global Brands Manufacture (GBM) by HannStar Board will boost HannStar Board's total PCB capacity to 11 million square feet... Read more | Memory backend firms likely to see sequential revenue growth in 2Q10 Bits + chips | Mar 18, 14:01 Memory backend service providers, including Powertech Technology (PTI) and Walton Advanced Engineering (WAE), have seen the visibility of their orders... Read more | | IC design houses brace for decreased orders from IT vendors in 2Q10 Bits + chips | Mar 18, 11:03 Taiwan-based IC design houses have received notices from motherboard, graphics card, LCD monitor and even second-tier notebook makers indicating that... Read more | Nexus One sale to reach 1-1.2 million units in first year, say sources Telecom | Mar 18, 13:53 Sales of the Nexus One Google phones in its first year on the market could reach only 1-1.2 million units compared to 2.5-3.5 million units as originally... Read more | | Taiwan market: WiMAX operator Global Mobile to launch VoIP services in 2H10 Telecom | Mar 18, 12:06 Taiwan-based WiMAX operator Global Mobile plans to launch VoIP services starting the second half of 2010 and aims to boost its subscribers to 30,000... Read more |
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Systems | Notebook keyboard makers expect 10% or lower drops in 1Q10 revenues Mar 18, 15:52 | | | | | Syncmold to see 20-fold increase in hinge shipments to all-in-one PCS in 2010 Mar 18, 14:33 | | | | | Gamania sees strong profit growth in 2009 Mar 18, 12:05 | | | | | Quanta makes Sony VAIO M netbook, say sources Mar 18, 11:48 | | | | | Network equipment maker Tecom appoints new president Newswatch | Mar 18, 11:37 | | | | |
Bits + chips | OEM semiconductor spend to rise 13% in 2010, says iSuppli Mar 18, 17:04 | | | | | Taitien shipping high-end oscillators to networking market Mar 18, 16:59 | | | | | Roller coaster ride continues in LCD panel and equipment sales, says The Information Network Mar 18, 14:03 | | | | | MediaTek reportedly expects to ship 100 million handset chips in 2Q10 Stockwatch | Mar 18, 11:52 | | | | | UMC to pay NT$0.5 cash dividend for 2009; to issue bonds Mar 18, 11:25 | | | | | Global semiconductor materials sales drop to US$34.6 billion in 2009, says SEMI Mar 18, 11:06 | | | | | Asia-Pacific chip revenues growth defies downturn in 2009, says iSuppli Mar 18, 10:56 | | | | |
Telecom | North America smartphone shipments to exceed 65 million units in 2010, says Canalys Mar 18, 17:04 | | | | | Smartphone shipments to quadruple in Asia by 2015, says IMS Research Mar 18, 12:01 | | | |
| Taiwan-based industrial PC makers suffer short supply of components Mobos | Mar 17, 11:05 | | Taiwan-based industrial PC makers have indicated that they are facing short supply of components, especially active and passive ones, with order-to-delivery time prolonged from a normal level of 6-8 weeks to 10-12 weeks or even 20 weeks. Read more | | |
| Global LED supply not in excess of demand in 2010 or 2011, says Epistar chairman Displays | Mar 17, 15:15 | | While some LED chipmakers around the world are quickly expanding production capacity, Epistar chairman Lee Biing-jye has emphasized that there will not be global oversupply in 2010. Read more | | |
| Samsung and PSC both urge on DRAM capacity control Bits + chips | Mar 17
| | Oh-Hyun Kwon, Semiconductor Business president at Samsung Electronics |
Oh-Hyun Kwon, Semiconductor Business president at Samsung Electronics, made an appeal at the GSA Memory Conference on March 16 to DRAM makers to avoid seeking capacity expansion blindly but focus on product value and stabilize product prices. Frank Huang, chairman of Powerchip Semiconductor Corporation (PSC), raised his agreement with Kwon. Read more | | | | | | | Acer to globally debut Calpella Timeline notebooks March 22 Systems | Mar 17, 16:30 Acer will unveil its Calpella Timeline series notebooks equipped with Intel Core i3 and Core i5 processors for the global market on March 22, according... Read more | | Trend Micro ambitious to surpass Symantec in five years Systems | Mar 17, 15:40 Taiwan-based Trend Micro, currently the world's second largest provider of information security software solutions and services, aims to take over the... Read more | Wah Hong to add investment in two China subsidiaries, issue NT$500 million convertible bonds Displays | Mar 17, 15:59 Taiwan-based optical film maker Wah Hong Industrial will invest US$3 million in each of two subsidiaries in southern and southeastern China, and will... Read more | | Lextar to raise additional capital for MOCVD capacity expansion Displays | Mar 17, 14:34 Taiwan-based LED epitaxial wafer and chipmaker Lextar Electronics, a subsidiary of AU Optronics (AUO), will issue 55 million new shares at NT$50 per... Read more | LED chipmaker Tyntek aims at record revenues in 2Q10 Displays | Mar 17, 14:27 Taiwan-based LED chipmaker Tyntek expects revenues to increase by 5% from the fourth quarter of 2009 to NT$800 million (US$25 million) in the first quarter... Read more | | SDRAM prices rise on strong demand, says Etron chairman Bits + chips - Newswatch | Mar 17, 15:49 Specialty DRAM (SDRAM) order visibility has reached three months, according Etron Technology chairman Nicky Lu, who is optimistic about the second-quarter... Read more | NOR flash prices set to rise, says Macronix president Bits + chips | Mar 17, 15:46 Macronix International Company (MXIC) is set to raise prices for NOR flash memory as supply of the chip will remain tight in the second quarter due to... Read more | | Chip resistor maker Ta-I to expand capacity by 20% Bits + chips | Mar 17, 14:38 Ta-I Technology plans to spend NT$1 billion (US$31.45 million) in the next two years expanding chip resistor, protective component and LED heat sink... Read more | Wafer tester Ardentec to double capex in 2010 Bits + chips | Mar 17, 14:04 Ardentec has revealed plans to budget a capex of NT$1.5 billion (US$47.18 million) for 2010, an almost 100% rise from NT$780 million allocated last year... Read more | | Global Unichip to begin 40nm tape-out for China IC designers in 2Q10 Bits + chips | Mar 17, 12:04 Global Unichip has received orders for 40nm chip production from China and will begin design tape-out in the second quarter, according to company president... Read more | Walton to add capacity, employees in 2010 to satisfy DDR3 testing demand Bits + chips | Mar 17, 12:00 Walton Advanced Engineering (WAE) is mulling plans to expand its existing facility and revise upward its capex for 2010, having seen strong orders mainly... Read more | | Aluminum capacitor supply to improve in 2Q10 Bits + chips | Mar 17, 11:46 Tight supply of aluminum capacitors is expected to ease in the second quarter thanks to improving supply of aluminum foils, according to industry sour... Read more | China solar wafer makers hike quotes to US$3.5 for 2Q10 Bits + chips | Mar 17, 11:09 Several China-based producers of solar-grade polycrystalline silicon wafers have raised their quotes by 16.7-18.6% from US$2.95-3.0 per 6-inch wafer... Read more | | Axel Technologies to launch products at online application stores, says CEO Telecom | Mar 17, 14:42 Axel Technologies, a Finland-based provider of mobile TV solutions, plans to launch its software products such as the Fuugo at online application stores... Read more |
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Systems | EchoStar poised to operate in Taiwan market Mar 17, 14:12 | | | | | Taiwan market: Sony tops 2009 sales of Blu-ray Disc players Mar 17, 12:18 | | | | | Posiflex to offer new POS product to avoid price war Mar 17, 10:52 | | | | |
Displays | HannStar declines to comment on Dell lawsuit Mar 17, 16:58 | | | | |
Bits + chips | HannStar Board to take over 40% stake in GBM from Pou Chen Mar 17, 17:02 | | | | | US-based LCD controller vendor iML approved to list on Taiwan stock market, says paper Newswatch | Mar 17, 14:06 | | | | | Chip market scale in China to double in 2010, says SEMI CEO Mar 17, 12:14 | | | | | Sequans announces LTE IC for China market Mar 17, 12:07 | | | | | Worldwide PV market reaches record high of 6.43GW in 2009, says Solarbuzz Mar 17, 11:32 | | | | |
Telecom | BYD Electronic sees drop in revenue contribution from Nokia, say sources Mar 17, 13:59 | | | |
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Notes and corrections | | New DIGITIMES service - Starting March 18, DIGITIMES has begun publishing special reports on important trends in the high tech industry. The first report covers the e-book reader market. For more information, also visit our research section. |
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