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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
04:58 (GMT+8)
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Subject: Bits + chips > Passive, PCB, other IC components |
Aluminum capacitor prices will remain stable, says Nichidenbo 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 due to appreciation of the Japanese yen. NDB saw October 2009 revenues decline 12.9% sequentially to NT$176 million (US$5.41 million). Read more |
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Alumina substrate supplier Leatec expects 4Q09 revenues to grow 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 NT$190 million (US$5.84 million) in the third as demand remains strong. Read more |
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Spirox strengthens cooperation with Tektronix Nov 6, 15:05 Taiwan-based high-tech equipment and service solutions provider Spirox has expanded its cooperation with Tektronix by adding more of Tektronix' products such as oscilloscopes to its product offerings, and expects revenues generated to account for more than 10% of its total revenues in 2010, according to the company. 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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Taiwan equipment makers post mixed 1Q-3Q09 earnings 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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MEMS chip business struggles with growing pains, says IC Insights Nov 4, 12:06 Annual sales of MEMS-based sensor and actuator devices are expected to nearly double in four years, reaching US$7.3 billion in 2013, according to IC Insights. However, it is erroneous to portray the burgeoning MEMS segment as a utopian market opportunity, the research firm pointed out. Read more |
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WPG reports high 3Q09 profits; expects 10-20% revenue decline in 4Q09 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 revenues of NT$59.08 billion, up 25.4% sequentially. Both revenues and profits were company records. Read more |
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NPC likely to receive FC substrate backend orders from Intel after NGK stops its supply 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 Spark Plugs has announced that it will stop supplying flip-chip (FC) substrates to Intel at the end of March 2010, according to market watchers. However, NPC is expected to grab backend orders from Intel in the future, the sources added. Read more |
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Taiwan-based solder material maker Shenmao sees high net profits in 3Q09 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 due to orders for BGA spheres and solder paste from new clients as well as the introduction photovoltaic ribbons, according to the company. January-September net profits were NT$331 million, equivalent to net EPS of NT$3.74, Shenmao indicated. Read more |
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Ichia October revenues fall short of expectation, says paper Newswatch - Nov 3, 13:54 Handset keypad and flexible PCB maker Ichia Technologies saw October revenues fall short of market expectations due to slower-than-expected keypad orders from clients in Korea, according to a Chinese-language Commercial Times report. Read more |
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Inductor makers to see stable demand from notebook, handset clients in 4Q09 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 the notebook and handset sectors. Market watchers expect revenues and profits of both companies in the fourth quarter to stay flat sequentially. Read more |
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Cyntec to delist from TSE in March 2010; become wholly owned subsidiary of Delta Electronics 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 the Taiwan Stock Exchange (TSE) market on March 31, 2010 at the earliest. Read more |
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HannStar Board reiterates NT$20 billion revenues and 65 million unit shipments targets for 2009 Oct 30, 16:39 PCB maker HannStar Board expects revenues will continue to grow in October and November, and it aims to see consolidated revenues of NT$20 billion (US$614.16 million) in 2009. HannStar Board shipped 48 million notebook PCBs in the first three quarters of 2009, and yearly shipments are expected to reach its goal of 65 million units, said the company. Read more |
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Belgium-based IMEC to set up R&D center in Taiwan Oct 29, 15:04 Belgium-based Interuniversity Microelectronics Center (IMEC) plans to set up a R&D center in Taiwan in 2010 with an aim to accelerate the development of the MEMS market in Taiwan, according to IMEC. Read more |
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Unimicron cautious about 4Q09 Oct 28, 16:00 PCB maker Unimicron Technology may see revenues for the fourth quarter dip slightly or remain similar to levels in the third, as orders, excluding those postponed earlier, are not as strong as expected, according to spokesperson Shen Tsai-Sheng. Read more |
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SMIC completes customer qualification of MEMS chip Oct 28, 13:58 Semiconductor Manufacturing International Corporation (SMIC) has announced the successful function qualification of a MEMS-based chip for Microstaq, a supplier of advanced silicon MEMS-based fluid control solutions. Read more |
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Topoint, Key Ware enter Japan drill bit supply chain Oct 27, 16:40 Taiwan-based drill bit maker Topoint Technology has entered the supply chain of Japan-based substrate maker Ibiden Electronics, while Key Ware Electronics has also received orders from CMK, Shinko Electronic Industrial and Eastern, according to the companies. Both makers expect revenues from the Japan market to double on year in 2010. Read more |
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Thinking Electronic to see 10 fold growth in automotive component shipments Newswatch - Oct 27, 16:19 Taiwan-based passive component maker Thinking Electronic Industrial's monthly shipments of automotive components used in heaters is expected to ramp to ten times its current level – about three million units – around the second quarter of 2010 mainly due to fast growing demand for automobiles in the China market, according to market sources. Read more |
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Delta revenues for first three quarters decrease, but profit increases Oct 27, 14:09 Delta Electronics has announced that consolidated revenues for the first three quarters of totaled NT$89.13 billion (US$2.75 billion), down 19.5% from NT$110.73 billion in 2008. Read more |
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Passive component maker Mag.Layers 3Q09 pre-tax profits up 82% on year Newswatch - Oct 26, 15:18 Taiwan-based Mag.Layers Scientific-Technics, which focuses on niche high-frequency telecommunication components for both the handset and notebook segments, has posted pre-tax profits of NT$124 million (US$3.8 million) for the third quarter of 2009. The figure presented a 63% growth from pre-tax profits of NT$76 million from the prior quarter, and a 82% jump on year. Read more |
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IC distributors WPG and Yosun see strong 3Q09 profits Newswatch - Oct 26, 14:57 WPG Holdings is expected to report a pre-tax EPS (earnings per share) of NT$1.50 (US$0.05) for the third quarter of 2009, similar to the NT$1.55 for the January-June period, according to market watchers. Meanwhile, rival Yosun Industrial has posted an EPS of NT$1.38 before tax for the third quarter, compared to NT$0.73 in the second. Read more |
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NPC expects strong revenues from FC CSP substrates in 2010 Oct 26, 10:22 Nan Ya Printed Circuit Board (NPC) may see its revenues from flip-chip chip scale packaging (FC CSP) substrates double in 2010 because of significant demand from the handset segment, according to the company. 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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Taiwan-based passive component suppliers to see 4Q09 revenue drops narrow pushed by iPhone sales Oct 23, 15:26 Yageo, Cyntec, Polytronics Technology, Mag.Layers Scientific-Technics, Thinking Electronic and TXC are expected to see narrower revenue declines or flat revenues in the fourth quarter of 2009 thanks to the popularity of Apple's iPhone, according to market watchers. Read more |
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Zenitron sees USB 3.0, touch and green solutions as growth drivers in 2010 Oct 22, 16:38 Taiwan-based IC distributor Zenitron expects sales of touch panel solutions, energy-saving solutions and USB 3.0 devices to be its revenue growth drivers in 2010, according to CEO Jason Chen. The company's new multimedia product –a digital media processor from Realtek Semiconductor – is also expected to help push Zenitron's revenues next year, Chen added. 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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LCD equipment supplier Mirle says order visibility extended into 2Q10 Oct 22, 15:10 Flat-panel display (FPD) equipment specialist Mirle Automation has secured orders worth NT$2.8 billion (US$86.8 million), and seen its order visibility extend to the second quarter of 2010, according to the company. Of the order backlog, orders worth NT$1.6 billion are from the display industry. Read more |
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Xilinx and ARM announce development collaboration Oct 21, 16:59 Xilinx and ARM have announced they are collaborating to enable ARM processor and interconnect technology on Xilinx FPGAs. Xilinx is adopting ARM Cortex processor IP, using performance-optimized ARM cell libraries and embedded memories for their future programmable platforms. In addition, ARM and Xilinx are working to define the next-generation ARM AMBA interconnect technology that is enhanced and optimized for FPGA architectures. Read more |
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Passive component makers to expand capacity for increased market demand Newswatch - Oct 21, 16:09 Both Taiwan- and Japan-based passive component makers have said they will expand capacity starting in 2010 as demand has been recovering. Read more |
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IC distributor Zenitron expects memory cards to sustain growth for 4Q09 Oct 21, 14:58 Taiwan-based Zenitron, a major distributor for SanDisk NAND flash products, expects revenues from memory cards used in handsets and digital still cameras (DSCs) to drive growth for the fourth quarter of 2009, according to company CEO Jason Chen. Read more |
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Yageo reports NT$501 million 3Q09 profit Oct 21, 11:53 Yageo has reported third-quarter revenues of NT$5.5 billion (US$168.81 million), up 22% on quarter, driven by seasonal demand from notebook, motherboard and power supply segments. Gross margin grew sequentially to 23.1%, thanks to the improved product mix and the upturn of capacity utilization. The company also posted the highest operating income since the third quarter of 2007 with NT$641 million and an operating profit margin of 11.7% as the result of intense cost controlling. Its unaudited net profits in the third quarter were NT$501 million or an EPS of NT$0.23. Read more |
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PCB maker Yu Fo conservative about 4Q09 Oct 20, 16:43 Motherboard PCB maker Yu Fo Electronic's consolidated revenues are expected to drop more than 10% in fourth-quarter 2009 due to a low order visibility of about three weeks, according to market watchers. Read more |
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Packaging material and equipment supplier Laser Tek positive about 4Q09 Newswatch - Oct 20, 16:00 Laser Tek, a major supplier of SMD (surface-mount-device) packaging materials and semiconductor equipment in Taiwan, has reported clearer order visibility for LED packagers and laser trimmers through the fourth quarter of 2009. Read more |
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Macronix, Maxchip to step into MEMS foundry services Oct 20, 15:52 Taiwan-based mask ROM and NOR flash maker Macronix International is adjusting the manufacturing process at its 6-inch fab in an attempt to compete for MEMS foundry orders, while Maxchip Electronics, a wholly owned subsidiary of Taiwan-based DRAM maker Powerchip Semiconductor, will add equipment to its 8-inch fab to provide MEMS foundry service, according to industry sources. Read more |
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CCL maker EMC expects revenue share of halogen- and lead-free products to increase to 50% Oct 19, 16:57 Elite Material (EMC) expects halogen- and lead-free copper-clad laminates (CCLs) to become its major growth drivers in the next several years, with revenue share increasing to 50%, as more and more handset vendors, including Samsung Electronics, LG Electronics (LGE), Nokia and Apple, have begun adopting environment-friendly materials. Read more |
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Memory IC distributors see strong 3Q09 profits Oct 19, 16:24 Taiwan-based memory IC distributors Supreme Electronics, Coasia Microelectronics and Techmosa International all saw profits grow significantly in the third quarter due to seasonal demand and healthy product prices, according to market sources. Read more |
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Taiwan science parks see revenue drops narrower in July and August 2009 Oct 19, 16:22 Taiwan's government-run science parks – Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) – continued to see revenues drop on year during January-August 2009, but the negative growth showed some improvement in July and August, according to the National Science Council (NSC). Read more |
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Passive component maker Thinking posts significant growth in 3Q09 Oct 19, 11:56 Taiwan-based Thinking Electronic saw its third-quarter revenues and pre-tax profits grow 29% and 144% to NT$566 million (US$17.54 million) and NT$310 million, respectively, thanks to strong demand from notebook, handset, games console and China's home appliance customers. Read more |
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ITRI signs MOU with first-tier medical electronics companies Newswatch - Oct 16, 17:04 Taiwan's Industrial Technology Research Institute (ITRI) has signed a MOU with GE Healthcare, Tunstall and TUV Rheinland for cooperation in regulating medical electronics product standards. Read more |
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IC distributor Chander stops selling Cypress products Newswatch - Oct 16, 16:51 Taiwan-based IC distributor Chander Electronics has ended its relationship with Cypress, while it will begin distributing Motorola's products soon, according to the company. Chander expects its revenues to hold level in October 2009, and monthly revenues will remain around NT$100 million (US$3.1 million) in the fourth quarter. Read more |
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Probe card maker MPI expects 5-10% shipment decline in 4Q09 Oct 16, 16:13 MJC Probe (MPI) has estimated its fourth-quarter probe card shipments will stay flat or decline by 5-10% due to decreased orders from LCD driver IC customers, but demand for handset RF IC products is turning strong. Read more |
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MLCC shipments remain stable on demand for notebook products Newswatch - Oct 15, 16:57 Taiwan-based passive component makers are likely to see revenues hold level in October 2009 on stable multi-layer ceramic-chip capacitor (MLCC) orders for notebook related products, according to industry sources. Revenues are expected to grow in the first quarter of 2010. Read more |
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IC distributors expected to see high sales in October thanks to increased Sony PS3 component orders Newswatch - Oct 15, 16:25 Taiwan-based IC distributors are expected to see their revenues remain high in October 2009 thanks to strong orders for Sony PlayStation 3 related products, according to industry sources. Read more |
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Rohm announces acquisition of Kionix Oct 14, 16:50 MEMS accelerometer supplier Kionix and Japan-based Rohm have entered into a definitive agreement pursuant to which Rohm will acquire all of the outstanding shares of common stock of Kionix. The boards of directors of Rohm and Kionix, and the shareholders of Kionix have approved this transaction. Upon completion of the acquisition, Kionix will become a wholly owned subsidiary of Rohm. Rohm plans to operate Kionix as a stand-alone business under the Kionix name and brand with the full support and resources of the entire Rohm organization. Read more |
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Polytronics 3Q09 pre-tax profits almost double Oct 14, 16:30 Protective component maker Polytronics Technology has announced revenues for the third quarter grew 30.9% sequentially to NT$309 million (US$9.55 million), with pre-tax profits jumping 99% to NT$104 million thanks to increased shipments of high-margin products. Read more |
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Chip resistor substrate supplier Leatec maintaining high utilization rate in 4Q09 Oct 14, 15:42 Leatec Fine Ceramics, a Taiwan-based alumina substrate supplier for chip resistor manufacturers, has seen clearer order visibility through the fourth quarter as customers are preparing stock ahead to avoid the expected continuous material price hike, according to industry sources. Leatec's utilization rate is expected to remain high at above 90% in the quarter. Read more |
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PCB makers HannStar Board and GCE upbeat about 4Q09 Oct 14, 15:09 PCB makers HannStar Board and Gold Circuit Electronics (GCE) have estimated better fourth-quarter 2009 results compared to the previous quarter thanks to strong demand for notebook PCBs. HannStar said its utilization rate for the quarter will grow to 98-100%, while GCE expects its fourth-quarter utilization rate to reach 80-90%. Read more |
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Handset component makers expect growing revenues and profits in 4Q09 Oct 14, 12:18 Three major Taiwan-based handset component makers – Ichia Technologies, Merry Electronics and Silitech Technology – all expect their revenues and profits to grow substantially in the fourth quarter 2009, buoyed by shipments of new models by handset vendors for the year-end holiday season, according to sources at the makers. Read more |
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GaAs foundry AWSC to raise NT$100 million for capacity expansion Oct 14, 11:41 Advanced Wireless Semiconductor Company (AWSC) plans to raise NT$100 million (US$3.1 million) in additional capital by issuing new shares at a tentative price of NT$27 each, according to the company. AWSC said the new funds will finance its capacity expansion plans in 2010. 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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