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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
14:34 (GMT+8)
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SMIC completes construction on multiple fabs in Shenzhen IC manufacturing | Nov 20, 10:45 | | Semiconductor Manufacturing International (SMIC) has completed construction of its new and separate 200mm (8-inch) and 300mm (12-inch) fabs in Shenzhen, China. David NK Wang made his first appearance as SMIC's CEO on November 19, when the China-based foundry held a ceremony to celebrate the completion. Read more | | |
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Chipbond likely to miss revenue guidance for 4Q09, say watchers IC manufacturing | Nov 20, 16:38 | | LCD driver IC packaging and testing house Chipbond Technology may see fourth-quarter 2009 revenues decline by up to 30% sequentially, as customers' inventory levels are still high, according to market watchers. Gross margin for the quarter will accordingly slide to 14-16% for the quarter, compared to 23.5% in the third quarter. Read more | | |
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| | | | Toshiba to form China joint venture for system LSI assembly and testing IC manufacturing | Nov 20, 16:36 Toshiba on November 20 announced it plans to team up with Nantong Fujitsu Microelectronics (NFME), a joint venture owned by China-based Nantong Huada... Read more | | KYEC sees 4Q09 sales grow on quarter; aborts plans to spin off memory testing unit IC manufacturing | Nov 20, 15:03 King Yuan Electronics Company (KYEC) has estimated revenues to grow by up to 5% sequentially in the fourth quarter of 2009, while maintaining a 60-65%... Read more | North America chip-gear book-to-bill remains above 1.0 in October, says SEMI IC manufacturing | Nov 20, 10:49 North America-based semiconductor equipment manufacturers posted US$756.2 million in orders in October 2009 and a book-to-bill ratio of 1.10, according... Read more | | Aptina adds Micron 8-inch fab in Japan to its production line IC design | Nov 20, 16:45 Aptina Imaging plans to use Micron Technology's 8-inch fab in Japan as a CMOS image sensor (CIS) production site since it is still unable to immediately... Read more | IC design houses see influx of short lead-time orders from China IC design | Nov 20, 14:44 Taiwan-based IC designers are seeing increased short lead-time orders for December 2009 from China, as OEMs and vendors place orders to avoid shipping... Read more | | Strong partnerships and complete solutions drive growth: Q&A with LSI executive VP and general manager Jeff Richardson IC design | Nov 20, 14:38 Despite the economic downturn in 2008, LSI saw annual revenues increase. With complete solutions and a strong position in the storage and networking... Read more | Elpida opens DRAM testing lab in Munich Memory | Nov 20, 12:30 Elpida Memory has held a ceremony in Munich, Germany to officially open its test laboratory for DRAM chips at its Munich Design Center, which began operations... Read more | | Inductor makers to see flat revenues in November; slight drop in 4Q09 Passive, PCB, other IC components | Nov 20, 16:19 Taiwan-based inductor makers Chilisin Electronics, King Core Electronics and Mag.Layers Scientific-Technics are expected to see revenues stay flat in... Read more |
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One too many LCD driver IC backend service providers in Taiwan, says Chipbond IC manufacturing | Nov 19, 14:22 | | Taiwan-based Chipbond Technology has commented that reducing the number of the local LCD driver IC packaging and testing houses to three through acquisitions or mergers will help the industry grow healthily. Chipbond is open to such cooperation with fellow makers, according to an unspecified executive at the company. Read more | | |
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TSMC able to take seat on SMIC board, say state-run China media IC manufacturing | Nov 19, 11:46 | | It is still possible for Taiwan Semiconductor Manufacturing Company (TSMC) to take a seat on the board of directors for Semiconductor Manufacturing International Corporation (SMIC) due to its holdings of up to 10% in the China-based wafer foundry, according to a recent report in the Chinese-language China Electronics News, which is under the supervision of China's Ministry of Industry and Information Technology (MIIT). TSMC has stated that it will be a passive investor. Read more | | |
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IC distributor Yosun to set up more offices in China Passive, PCB, other IC components | Nov 19, 15:57 | | Taiwan-based IC distributor Yosun Industrial plans to invest an additional NT$120 million (US$3.73 million) to set up more branch offices in second- and third-class cities in China and expects revenues generated from the China market to increase at least 50% in 2010. Read more | | |
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IC manufacturing | Japan chip-gear book-to-bill flat in October 2009, says SEAJ Nov 19, 16:51 | | | | |
IC design | Sitronix to see revenues increase in November 2009 Nov 19, 15:11 | | | | |
Memory | Taiwan market: Transcend offers 4GB USB flash drives with eSobi software Newswatch | Nov 19, 15:03 | | | | | Kingston shipping 12GB DDR3 kits for Core i7 Nov 19, 11:55 | | | | |
Passive, PCB, other IC components | Solder material maker Shenmao expects revenues in 2010 to grow 20% on year Nov 19, 16:41 | | | | |
Solar | PV inverter market shines bright in 3Q09, says IMS Research Nov 19, 16:57 | | | |
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DRAM prices likely to drop in December, say module makers Memory | Nov 18, 12:24 | | Some DRAM module makers in Taiwan are forecasting a price correction to reflect seasonal demand in December, and have expressed caution about the near-term chip pricing. Read more | | |
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China government pushes PV subsidization program; 294 demo projects with total capacity of 642MWp planned Solar | Nov 18, 14:54 | | The China government, in order to boost the execution of Golden Sun, a 2009-2010 subsidization program to promote development of PV technologies and their applications as well as domestic PV-related industries, will have local governments implement 294 demonstration projects with a total installation capacity of 642MWp around China, according to the Ministry of Finance. Read more | | |
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MediaTek and Spreadtrum raise wafer starts at foundries for 4Q09 IC design | Nov 18, 14:31 | | MediaTek has placed more wafer starts at Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) for the fourth quarter of 2009, buoyed by demand for white-box handsets, according to industry sources in China. Total orders from the fabless customer for the quarter are likely to increase 15% sequentially. Read more | | |
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| | | | Share buy-up from ASE will not affect USI operation, says USI IC manufacturing | Nov 18, 16:51 A Universal Scientific Industrial (USI) spokesperson has commented on Advanced Semiconductor Engineering's (ASE's) announcement to buy up shares in USI,... Read more | | Spirox sees no risk of overspending by foundries and IC backend suppliers in 2010 IC manufacturing | Nov 18, 16:36 Taiwan-based Spirox, which provides integrated solutions from IC design through manufacturing for the semiconductor and TFT LCD high-tech industries,... Read more | ASE to buy up shares in USI, targeting SiP applications IC manufacturing | Nov 18, 11:12 Advanced Semiconductor Engineering (ASE) is seeking to acquire all of the outstanding shares of Universal Scientific Industrial (USI) for NT$21 (US$0.65)... Read more | | ALi revenues expected to grow 5-10% in 4Q09 IC design | Nov 18, 15:11 Consumer IC design house ALi is likely to see fourth-quarter revenues increase 5-10% sequentially to NT$1.5-1.6 billion (US$46.69-49.81 million) buoyed... Read more | MediaTek to ship GSM/GPRS single-chip solution in December IC design | Nov 18, 12:06 MediaTek is scheduled to volume produce its first GSM/GPRS single chips MT6253 in December, according to industry sources. The solution will target white-box... Read more | | Chip resistor substrate ASP will remain stable Passive, PCB, other IC components | Nov 18, 16:54 Chip resistor substrate ASPs will not see large fluctuations as demand remains high, according to market sources. Alumina substrate supplier Leatec Fine... Read more | Taiwan solar cell makers Motech, E-Ton, Neo Solar sign supply MOUs with CSI Solar | Nov 18, 14:08 Taiwan-based crystalline silicon solar cell makers Motech Industries, E-Ton Solar Tech and Neo Solar Power have each signed a memorandum of understanding... Read more | | AUO debuts PV project in Taiwan Solar | Nov 18, 11:53 AU Optronics (AUO) has announced the completion of a building-integrated photovoltaic (BIPV) project at a Taipei school - the LCD panel maker's first... Read more |
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IC manufacturing | Taiwan IC production value to shrink 8% in 2009, says TSIA Nov 18, 13:32 | | | | |
IC design | Princeton launches USB/SD host audio decoder IC Nov 18, 16:38 | | | | | Hynix and Seti grab CIS orders for HP entry-level notebooks Nov 18, 13:34 | | | | | Semiconductor total available market for digital cable STBs declining through 2013, says In-Stat Nov 18, 10:24 | | | | |
Passive, PCB, other IC components | Yageo releases RE precision thick film resistors targeting consumer electronics applications Nov 18, 16:24 | | | | | Taiwan-based passive device makers Polytronics, Thinking Electronic see prospects for new products Nov 18, 14:26 | | | |
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DRAM production costs to drop significantly in 2010, say Taiwan makers Memory | Nov 17, 14:17 | | With more DRAM producers progressing to next-generation production process, the competition in die shrink will cause an overall reduction in DRAM production costs in 2010, according to sources at Taiwan-based DRAM makers. Read more | | |
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Innolux-CMO merger to benefit Novatek Passive, PCB, other IC components - Newswatch | Nov 17, 17:10 | | The merger of Innolux Display and Chi Mei Optoelectronics (CMO) is expected to help Taiwan-based large-size LCD driver IC design house Novatek Microelectronics land more orders from the new company, according to market sources. Read more | | |
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ASE, SPIL revenues expected to drop slightly in November IC manufacturing - Newswatch | Nov 17, 15:14 | | Chip packaging and testing house Advanced Semiconductor Engineering (ASE) is likely to see revenues slip by less than 5% on month in November 2009, while Siliconware Precision Industries (SPIL) may report slightly dropping or flat sequential revenues, according to market watchers. The estimates show improvement compared to larger declines experienced over the same month of 2008 and 2007, which the watchers attributed to demand from the PC sector. Read more | | |
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CMO-Innolux merger to revamp supply chain, say Taiwan equipment makers IC manufacturing | Nov 16, 16:26 | | With the upstream industry becoming more consolidated, the trend is expected to vertically integrate their supply chain, according to Taiwan-based LCD equipment makers, which have pinned their hopes on operating more efficiently with domestic customers and partners. Read more | | |
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MediaTek to see December revenues return to NT$10 billion, say sources IC design | Nov 16, 12:17 | | MediaTek's revenues are expected to return to NT$10 billion (US$310.85 million) in December, generating revenues of NT$29-30 billion in the fourth quarter, as order volume has been recovering, according to industry sources. However, the company has reiterated that its previous forecast, saying its fourth-quarter revenues will drop 13-19% to NT$27.8-29.8 billion. Read more | | |
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Memory backend suppliers gearing up for DDR3 Memory | Nov 16, 12:10 | | With customers pushing the DDR3 generation, memory packaging and testing firms Powertech Technology (PTI), Formosa Advanced Technologies Company (FATC) and Walton Advanced Engineering all estimate DDR3 will contribute 90% to their overall DRAM shipments at the end of 2010, up from 40-50% at end-2009, according to company sources. Read more | | |
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2009 2010 3Q09 4Q09 China China market DRAM forecast foundry IC IC design IC manufacturing Memory Passive, PCB, other IC components profit PV revenues semiconductor Solar Taiwan |
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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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