DRAM makers Powerchip and ProMOS August revenues up on month Bits + chips | Sep 3, 12:12 | | Powerchip Technology and ProMOS Technologies have both posted sequential revenue gains in August 2010, despite recent reductions in DRAM prices. Powerchip's revenues were up 3.2% from July to NT$8.89 billion (US$277.68 million), while ProMOS saw August revenues grow 9.8% on month to NT$2.41 billion. Read more | |  |
| PCB makers lower notebook PCB shipment outlook for 3Q10 Bits + chips | Sep 3, 11:15 | | PCB maker HannStar Board has revised its shipment guidance for notebook PCBs from growth to decline for the third quarter of 2010, while peer companies including Gold Circuit Electronics, Tripod Technology and Dynamic Electronics also expressed conservative views over their third-quarter shipment outlooks. Read more | | |
| | | | | HP aims for second place in netbook market in 2011 Systems | Sep 3, 16:19 As Intel has recently supplied Hewlett-Packard (HP) a large volume of its dual-core Atom N550 processor with a price of only US$65, 25% lower than Intel's... Read more | | Acer adopts Nvidia 3D solution for latest 3D notebook Systems | Sep 3, 15:15 Acer has adopted Nvidia's shutter glass solution for its latest 3D notebook, the Aspire 5745DG, which features a 15.6-inch panel and GeForce GT 425M... Read more | Arcadyan to start production of LTE routers/IADs in 2H11 Systems | Sep 3, 14:40 Arcadyan Technology, a Taiwan-based maker of broadband networking/communication equipment, plans to begin volume production of LTE routers and IADs (integrated... Read more | | Taiwan makers expect shipment growth in 4Q10 from latest Apple products Systems | Sep 3, 11:42 Apple's iPod touch manufacturer Quanta Computer, iPod nano manufacturer Foxconn Electronics (Hon Hai Precision Industry) and iPod shuffle manufacturer... Read more | AUO, CMI, CPT seeking other business to ease oversupply of small- to medium-size panels Displays | Sep 3, 15:56 Panel makers AU Optronics (AUO), Chimei Innolux (CMI) and Chunghwa Picture Tubes (CPT) are transferring their small- to medium-size production capacity... Read more | | ITO film/glass makers post mixed 1H10 net profits Displays | Sep 3, 15:30 ITO glass supplier Applied Vacuum Coating Technology (AVCT) and ITO film supplier Ushine Photonics have posted net loss of NT$133.56 (US$4.18 million)... Read more | Solid capacitor maker Feei Cherng enters HP notebook component supply chain Bits + chips | Sep 3, 12:08 Solid capacitor maker Feei Cherng has reportedly entered the component supply chain for Hewlett-Packard (HP) notebooks, which will increase the company's... Read more | | Asia solar cell prices unlikely to fall in September Bits + chips | Sep 3, 11:23 Prices for Asia-made solar cells are showing no signs of decrease in September, and some Taiwan-based solar cell makers have even modestly raised quotes... Read more | Taiwan solar cell makers Neo Solar and Solartech report strong August sales Bits + chips | Sep 3, 11:23 Neo Solar Power's August 2010 revenues increased 13.65% sequentially and 82.3% on year to NT$2.01 billion (US$62.78 million), exceeding the NT$2 billion... Read more | | Taiwan equipment makers venturing into green energy industry Bits + chips | Sep 3, 11:11 More Taiwan-based equipment suppliers, which used to see sales contributed by their panel customers account for 70-80% of their total revenues, are venturing... Read more | LCD driver IC vendor Sitronix set to see revenues decline in 3Q10 Bits + chips | Sep 3, 10:59 LCD driver IC vendor Sitronix Technology has indicated that shipments of its large-size LCD panel driver ICs have been lower than expected so far in... Read more | | IC distributors snap up handsome gains in 1H10 Bits + chips | Sep 3, 10:53 Most Taiwan-based IC distributors have posted handsome gains for the first half of 2010, with WPG Holdings, WT Microelectronics, and Yosun Industrial... Read more |
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Systems | Taiwan WiMAX operators can be in parallel operation of LTE, says Rohde & Schwarz Taiwan Sep 3, 16:56 | | | | | Forcecon sees revenues up, gross margins down in 1H10 Sep 3, 16:49 | | | | | Foxconn provides flexible quotes to clients Sep 3, 15:42 | | | | | Asia Optical, Genius Electronic may land lens module orders for new iPod touch, say sources Sep 3, 12:20 | | | | | Taiwan market: Vibo to add 3,576 HSPA+ base stations within one year Sep 3, 12:14 | | | | | Taiwan market: Hitachi GST to launch LifeStudio series HDDs Sep 3, 11:19 | | | | |
Mobos | VIA Technologies posts net loss for 1H10 Sep 3, 16:29 | | | | | Nvidia expects to take top position with new Fermi-based graphics cards, says notebook GM Sep 3, 12:25 | | | | |
Displays | Wintek reports 17% sequential growth in August revenues Sep 3, 15:48 | | | | |
Bits + chips | Inventory dumping among traders in Taiwan, says inSpectrum Sep 3, 15:37 | | | | | Apacer reports 1H10 EPS of NT$1.90 Sep 3, 15:31 | | | | | Win Semi, Presto sign contract for GaAs testing Sep 3, 14:39 | | | | | Micron likely to buy SMIC Wuhan plant, says paper Newswatch | Sep 3, 14:25 | | | | | Ceramic substrate vendor Leatec looks to improved gross margin in 3Q10 Sep 3, 11:39 | | | | |
Telecom | Samsung to launch LTE-enabled smartphone in the US in September, sources say Sep 3, 11:22 | | | |
| PC replacement trend for enterprise market to appear in 1Q11, says Asustek Systems | Sep 2, 16:59 | | Asustek Computer vice president Kevin Lin has commented that most enterprises recently started to finish their budget planning for PC replacements, and are expected to start in the first quarter of 2011. Read more | | |
| Compal president pessimistic about non-Apple tablet PC shipments in 2011 Systems | Sep 2, 16:46 | | Compal Electronics president Ray Chen at a company investors conference on September 1, commented that he expects shipments of non-Apple tablet PCs to not exceed 15 million units in 2011 and players will quickly quit after finding out the market is not as easy as they expect. Read more | | |
| NAND flash vendors cutting chip prices Bits + chips | Sep 2, 12:27 | | NAND flash chip vendors are now more willing to lower the prices of their NAND flash parts due to rising inventory levels, according to industry sources, adding that the price of 32Gb NAND flash has dropped to as low as US$4.30 per unit recently. Read more | | |
| | | | | HP may not see 2010 notebook shipments surpass 40 million units, says Digitimes Research Systems | Sep 2, 17:03 Due to a strong nosedive in global consumer notebook demand, all the first-tier notebook vendors except Apple, reduced their notebook orders significantly... Read more | | III signs cooperation MOU with India CEWiT to develop relay stations Systems | Sep 2, 16:52 The Taiwan government-backed Institute for Information Industry (III) on September 1 signed a cooperation MOU with the Center of Excellence in Wireless... Read more | Compal to see 3Q10 notebook shipments drop up to 10% on quarter Systems | Sep 2, 16:50 Compal Electronics has reduced its third-quarter 2010 notebook shipment forecast from a growth of 5% originally to a single-digit percentage drop on... Read more | | FET to invest in China-based company Systems | Sep 2, 15:53 Taiwan-based mobile telecom carrier Far EasTone Telecommunications (FET) will invest US$7.0 million, through its wholly-owned subsidiary FarEastern New... Read more | On-quarter hard drive shipments to stay flat in 3Q10, but drop in 4Q10 Systems | Sep 2, 14:49 Despite IT market already having entered the back-to-school season, weak notebook demand is expected to cause hard drive shipments to stay flat sequentially... Read more | | TI expects shipments of DLP 3D Ready chips to reach 2-3 million units in 2011 Displays | Sep 2, 17:01 Texas Instruments (TI) vice president of DLP business Kent Novak at a conference has commented that the company's shipments of DLP 3D Ready chips will... Read more | TPK sees strong profit in 1H10 Displays | Sep 2, 16:27 Touch panel maker TPK Touch Solutions has announced consolidated revenues of NT$15.99 billion (US$499.53 million) with net profits of NT$1.46 billion... Read more | | Amtran lands LCD TV orders from India-based vendor Displays | Sep 2, 16:15 Taiwan-based LCD TV maker Amtran Technology has recently landed orders from an India-based TV vendor and will start shipments in 2011, according to company... Read more | Lite-On Group aiming to achieve revenues of NT$350-400 billion in 2013 Bits + chips | Sep 2, 14:28 Lite-On Group, at its investors conference on September 1, noted that the company is aiming to achieve NT$350-400 billion (US$10.93-12.5 billion) in... Read more | | Taiwan solar wafer makers holding price steady for Sept 2010 Bits + chips | Sep 2, 13:52 Solar-grade silicon wafer makers in Taiwan will not raise quotes for September 2010 as they believe further price increase could have serious ramifications... Read more | Global FPCB market moving in positive direction, say sources Bits + chips | Sep 2, 12:26 Flexible PCB makers both in Taiwan and Japan recorded strong performance in the second quarter indicating that the global FPCB industry is moving forward... Read more | | China market: Symbian losing dominance, market share falls to 50-60% Telecom | Sep 2, 12:03 With Research in Motion (RIM), Apple and a slew of Android-based handset vendors making more aggressive moves in the China market, Symbian operating... Read more |
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Systems | TW-Airnet to launch 5TV Chinese-language video/audio services at App Store Sep 2, 17:06 | | | | | Heatpipe maker Yeh-Chiang 1H10 revenues jump 69% on year Sep 2, 11:36 | | | | |
Displays | Tatung reports net loss for 1H10 Sep 2, 17:07 | | | | | Taiwan market: Amtran launches 5 new Vizio LED TVs Sep 2, 15:00 | | | | |
Bits + chips | IC backend houses likely to post weaker-than-expected 3Q10 revenues Newswatch | Sep 2, 16:36 | | | | | Elpida and Spansion develop 4Gb SLC NAND Sep 2, 16:31 | | | | | Chip revenues forecast to grow 31.5% in 2010, says Gartner Sep 2, 14:46 | | | | | Globalfoundries adds new 28nm technology offering, unveils 22/20nm roadmap Sep 2, 11:40 | | | | |
Telecom | China market: Sony Ericsson unveils first TD-SCDMA smartphone Sep 2, 10:26 | | | |
| Demand rebound for large-size panels to move back from August to October, says Chipbond chairman Bits + chips | Sep 1, 15:38 | | A demand rebound for large-size LCD panels will take place in the first two weeks of October instead of August as previously expected, Fei-Jain Wu, chairman of driver-IC packaging and testing house Chipbond Technology, has said. Read more | | |
| NAND flash prices more reasonable to spur demand, says Phison chairman Bits + chips | Sep 1, 11:32 | | Phison Electronics has seen a strong rebound in NAND flash demand recently, and believes prices may have fallen to a level acceptable to its clients, according to company chairman Khein Seng Pau. Chip suppliers have also stepped up their efforts to control output, Pau said. Read more | | |
| German solar module makers showing signs of accepting cell prices from Taiwan Bits + chips | Sep 1, 11:17 | | German solar module companies and Taiwan-based solar cell makers could soon end their price negotiation stalemate with strong demand from markets outside of Germany and the solar cell makers continuing to run at full capacity, according to sources form Taiwanese cell makers. Read more | | |
| | | | | Flextronics provides pay hike in southern China Systems | Sep 1, 17:08 Singapore-based EMS provider Flextronics International has raised basic wages for employees at its production base in Zhuhai, southern China, from an... Read more | | Acer tops desktop and notebook PC markets in Russia in 2Q10, says IDC Systems | Sep 1, 11:44 Taiwan-based Acer grabbed top-spot positions in both desktop and notebook segments of the Russian PC market in the second quarter of 2010, said International... Read more | CMC expects proportion of revenues for Blu-ray Disc to exceed 50% in 2012 Systems | Sep 1, 11:37 Taiwan-based optical disc maker CMC Magnetics expects the proportion of its consolidated revenues for Blu-ray Disc (BD) discs to reach 10% in 2010, increase... Read more | | Nvidia said to be planning chipset that combines GPU and southbridge Mobos | Sep 1, 17:09 Nvidia has recently been developing a chipset that combines the functions of a southbridge and a GPU, with the goal of the product to reduce cost for... Read more | ProMOS reports loss for 2Q10 Bits + chips | Sep 1, 11:59 DRAM maker ProMOS Technologies remained unprofitable in the second quarter of 2010, but saw net losses for the quarter narrow significantly compared... Read more | | China market: Strong smartphone orders from sales channel for October holidays Telecom | Sep 1, 11:25 In preparation for China's National Day holidays in October, distributors and retailers in the country have significantly increased smartphone orders... Read more |
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Systems | Quanta sees 2Q10 gross margin hit record low Sep 1, 16:32 | | | | | Acer reports 1H10 gross margin of 9.85% Sep 1, 16:27 | | | | | Quanta Storage posts 1H10 EPS of NT$1.62 Sep 1, 11:56 | | | | | Taiwan market: Sony unveils 3D Blu-ray Disc player Sep 1, 11:35 | | | | |
Displays | Taiwan market: Sony to launch six 3D LCD TVs in 2010 Sep 1, 17:09 | | | | | Taiwan market: LCD TV shipments up 10% on year in 1H10 Sep 1, 16:23 | | | | | CPT to adjust 70% capacity at 4.5G for touch panel production Sep 1, 15:38 | | | | | G-Tech posts net profit for 1H10 Sep 1, 11:26 | | | | |
Bits + chips | RF MEMS to improve performance of handset antennas, says iSuppli Sep 1, 17:09 | | | | | Aluminum capacitor maker Chinsan reports strong EPS for 1H10 Sep 1, 15:15 | | | | | NOR flash designer Eon posts NT$3.88 EPS for 1H10 Sep 1, 15:08 | | | | | Spansion and TI ink foundry deal Sep 1, 14:21 | | | | | Hynix collaborates with HP on ReRAM Sep 1, 14:12 | | | | | Consumer IC design house Sonix looks to declining sales for 3Q10 Newswatch | Sep 1, 14:08 | | | | | IC distributor WPG see profits more than double in 1H10 Newswatch | Sep 1, 13:59 | | | | |
Telecom | FET to wholly own Sparq in two steps Sep 1, 11:48 | | | | | Taiwan-market: TWM launches under-NT$7,000 own-brand smartphones Sep 1, 11:19 | | | |
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Notes and corrections | | A September 1 article regarding speculation of a new chipset solution being developed by Nvidia has been updated with comments from the company. | | A September 1 article regarding wage increases by Flextronics has been updated to clarify comments made by the company. |
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