Notebook vendors keep close eye on end-side inventory levels

Sep 13, 13:38

First-tier notebook brand vendors Hewlett-Packard (HP), Acer and Dell, currently, are closely monitoring their end-side inventory levels and are conservative about placing new orders...

Foundry utilization to remain below 85%, says report

Newswatch - Sep 8, 11:28

Global pure-play semiconductor foundry utilization is unlikely to rise above 85% over the next six months, as the industry continues to work through excessive inventory, the Chinese-language...

Quanta announces 2Q11 results; expects strong growth for cloud computing products

Sep 1, 01:25

Quanta Computer has announced consolidated revenues of NT$274.39 billion (US$9.47 billion) for the second quarter, up 9.1% on quarter, but down 7% on year, while gross margin also...

HP upstream suppliers suffered from piled up TouchPad components

Aug 30, 01:05

As first-tier PC brand vendor Hewlett-Packard (HP) has recently halted all its TouchPad projects, upstream suppliers are currently suffering from the component inventory, which is...

DRAM spot prices rally on speculative trading

Aug 25, 01:15

Spot prices for effectively tested (eTT) chips have seen a slight rebound suggesting speculative inventory stockpiling by traders and channel distributors, according to industry sources...

HP PC spin-off plan may cause fierce PC price competition in 4Q11

Aug 23, 01:05

Hewlett-Packard's (HP's) plan of spin off its PC business has already caused a great impact to the PC industry and with the company reportedly already started working on plans to...

Price of sapphire substrates to drop in 4Q11 due to high levels of inventory

Aug 23, 01:00

Weak demand in the LED market has been causing the price for upstream sapphire substrates to drop continuously. The price of 2-inch sapphire substrates dropped to US$15-17/unit in...

Solar power system firms adopt tight inventory controls

Aug 22, 15:00

Backlogs have been plaguing the solar market since the second quarter when demand was low. Downstream system firms have been reportedly adopting tight controls over inventory. The...

Tablet players expected to cut price to digest inventory overstock

Aug 16, 01:00

Non-Apple tablet PC players, facing the fact their devices are having weaker sales than their order volumes, while demand from the retail channel has been quickly shrinking, are expected...

Acer unlikely to increase notebook orders until September, says upstream supply chain

Aug 11, 01:10

Acer is unlikely to increase its notebook orders to upstream partners until September and the company is expected to continue reducing its orders in August, according to sources from...

Compal sees drop in July revenues and notebook shipments

Aug 11, 01:00

Compal Electronics has announced consolidated revenues of NT$55.95 billion (US$1.93 billion) for July, down 6% on month, with combined consolidated revenues from January to July also...

Quanta, Wistron see revenue, notebook shipments drop in July

Aug 9, 01:05

Taiwan-based notebook makers Quanta Computer and Wistron both saw their revenues and notebook shipments drop on month in July due to their downstream clients reducing orders for July...

Taiwan distributor files lawsuit against Nintendo

Jul 26, 01:45

Nintendo's Taiwan distributor Hakuyu has filed lawsuit against Nintendo in Taipei accusing Nintendo of ending its distribution right unilaterally, while Nintendo also removed the...

Inventory of TV panels increasing due to ongoing weak demand

Jul 26, 01:35

Weak demand in the LCD TV market has been putting great pressure on panel makers. According to industry sources, While the third quarter has been the traditional high season for LCD...

ASE, SPIL to post up to 5% growth in 3Q11 sales

Jul 22, 01:20

Judging from Intel's revenue outlook, market watchers expect Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL) to see revenue growth of up to 5%...

LCD driver IC vendors count on small-size models to boost sales

Jul 21, 14:22

Taiwan-based LCD driver IC vendors including Novatek Microelectronics and Himax Technologies have strengthened their deployment in driver ICs for small-size panels recently as demand...

Most IC design houses post sequential drops in June revenues

Jul 8, 14:13

While MediaTek, Global Unichip and Faraday Technology have managed to reach their low-end revenue targets for June, fellow IC design houses including Global Mixed-mode Technology...

Chip inventories swell in 2Q11, says IHS iSuppli

Jul 8, 10:47

Semiconductor inventory levels at chip suppliers worldwide are believed to have risen for the seventh consecutive month in a row in the second quarter of 2011, as the industry rebuilds...

Acer continues to work on inventory adjustment

Jul 8, 01:25

Acer has continued to work on adjusting its inventory recently and delayed some shipments for the third quarter, according to sources at upstream component suppliers. Brand notebook...

ASE core ATM business posts 4.5% growth in 2Q11 sales

Jul 8, 01:05

Advanced Semiconductor Engineering (ASE) saw sales of its ATM (assembly test and material) division decrease 3.7% sequentially to NT$10.55 billion (US$367 million) in June, due to...

Taiwan notebook ODMs see slight sequential shipment growth in 2Q11

Jul 5, 01:30

Taiwan-based notebook makers, facing an impact from Japan's earthquake, competition from tablet vendors and the fact brand vendor significantly cleared inventory, saw their notebook...

Acer, Asustek turn marketing focus to China market in 2H11

Jul 5, 01:15

Acer's notebook inventory clearance bringing a drop to mid-range and entry-level notebook models' average selling price in Europe by 40-50 euro, causing the Europe PC market to fall...

Asustek optimistic about performance in China

Jun 30, 01:40

Asustek Computer, at a product launch conference in China, pointed out that notebook demand in the China market was weak in the second quarter, but as the IT market will enter the...

Acer reportedly planning to launch slide tablet PC in 4Q11

Jun 30, 01:00

Acer reportedly plans to launch a slide tablet PC in the fourth quarter of 2011, targeting the year-end holiday season, according to sources from the upstream supply chain.

ASE says clients working through inventory

Jun 29, 16:47

Clients have slowed down their pace of orders since June, and are working through their chip inventories that were piled up over the previous two months, according to Tien Wu, COO...

Acer reducing 3Q11 shipment forecast; company founder optimistic about inventory clearing progress

Jun 28, 01:10

Upstream component suppliers of Acer have recently been notified by Acer to reduce their inventory preparation for the third quarter as Acer has reduced its notebook shipment forecast...

Optical drive shipments expected to grow 5-10% sequentially in 3Q11

Jun 21, 01:20

Taiwan-based optical drive maker Lite-On IT and Quanta Storage expect their shipments in the third quarter will only grow as high as 5-10% due to the unclear order visibility despite...

Acer may fall out of the worldwide top-3 notebook ranking in 2Q11

Jun 16, 01:20

As Acer is still working on resolving its notebook inventory issues and expects to suffer a sequential shipment drop of 10% in the second quarter, Lenovo, the fourth-largest global...

Acer reducing 2011 tablet PC shipment target by 50%

Jun 16, 01:10

Acer, on June 15, announced that the company has reduced its annual tablet PC shipment forecast from originally 5-7 million units to only 2.5-3 million units, a drop close to 50%...

Acer notebook shipments in retail channel expected to surpass 3 million in June

Jun 14, 01:25

Acer's notebook shipments in the retail channel are expected to surpass three million units in June and if the company's upstream partners such as Compal Electronics, Wistron and...

Soaring semiconductor inventory mitigates impact of Japan disaster in 1Q11, says IHS iSuppli

Jun 3, 11:50

Normally a cause for concern, excess inventory actually served as a boon for the global semiconductor industry in the first quarter of 2011 alleviating the severity of component shortages...

Asustek taking cautious attitude toward Acer dumping 3 million notebooks in Europe

Jun 3, 10:11

As Acer has announced it will provide channels with US$150 million in sales allowances to clear inventory, sources from the notebook industry believe such action will result in close...