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NEWS & VIEWS
Taipei,
Monday, December 1, 200822:22 (GMT+8)
There are now [4] new stories posted on our member site. Please sign in to read real-time news updates.More details of AMD 45nm desktop CPU schedule revealedMobos | Dec 1, 14:11After the launch of its 45nm AM2+ Phenom II X4 900 series CPUs on January 8 next year, AMD is expected to introduce six 45nm AM3 CPUs in February: the quad-core Phenom II X4 925 and 910 with 6MB L3 Cache, the quad-core Phenom II X4 810 and 805 with 4MB L3 Cache, and the triple-core Phenom II X3 720 and 710 with 6MB L3 Cache, according to sources at motherboard makers. Read more China foundries HHNEC and GSMC expected to finalize merger talks next monthBits + chips | Dec 1, 15:16Shanghai Integrated Circuit Industry Association (SICA), a semi-official government organization in China, has claimed that local foundries Hua Hong NEC (HHNEC) and Grace Semiconductor Manufacturing Corporation (GSMC) are likely to finailize merger talks by Lunar New Year next month. Read more TSMC MEMS deployment on schedule despite economic downturnBits + chips | Dec 1, 12:27Taiwan Semiconductor Manufacturing Company (TSMC) is said to be further enhancing the company's development of micro-electro mechanical systems (MEMS) business, with new equipment being installed on schedule, according to sources at the foundry's equipment and material suppliers. Read more Taiwan to become WTO GPA memberSystems | Dec 1, 14:31The World Trade Organization (WTO) is expected to announce on December 9 of Taiwan's accession to the WTO Agreement on Government Procurement (GPA),... Read moreLED packager Everlight to ax employees in DecemberDisplays | Dec 1, 16:27Taiwan-based LED packaging company Everlight has decided to reduce its expenses on human resource by laying off employees starting December, according... Read moreSolar cell maker E-Ton reportedly lands 100MWp order from Italy PV module makerBits + chips | Dec 1, 15:15E-Ton Solar Tech, a Taiwan-based maker of crystalline silicon solar cells, is expected to sign with a photovoltaic (PV) module producer in Italy for... Read moreMediaTek November sales affected by falling white-box handset demand from ChinaBits + chips | Dec 1, 12:28Due to falling demand of white-box handsets in China, market observers have lowered the expectations of MediaTek's November sales from NT$7.5 billion... Read moreSDRAM specialist Etron posts losses for first 3 quartersBits + chips - Newswatch | Dec 1, 11:09Impacted by the economic downturn, SDRAM specialist Etron Technology has posted after-tax losses of NT$322 million (US$9.65 million) for the first three... Read moreTaiwan market: CHT aims to sell 50,000 iPhone 3Gs by 1Q09Telecom | Dec 1, 12:29Chunghwa Telecom (CHT) will start marketing the iPhone 3G handsets in the Taiwan market on December 13, with an aim to sell up to 50,000 units by the... Read more
Systems Taiwan market: price-cut competition for BD devices at IT Month fairDec 1, 16:35 BenQ launches 10.1-inch netbookDec 1, 16:24 Pioneer showcases 16-layer 400GB optical discDec 1, 16:19 Thermaltake 4Q sales to fall short of goal, but optimistic about 2009Dec 1, 16:11 JP Morgan expects global PC shipments to drop 5% in 2009, says paperNewswatch | Dec 1, 15:27 Taiwan market: Canon launches EOS 5D Mark IIDec 1, 14:26 Cooling module maker Sunon benfiting from netbooks, says paperNewswatch | Dec 1, 14:05 Asustek expects IT market to recover in 3Q09, says paperNewswatch | Dec 1, 11:58 Displays Taiwan market: Chimei expects to reach LCD TV shipment goal this yearDec 1, 17:15 Bits + chips KYEC postpones spin-off of memory testing division to January 2010Stockwatch | Dec 1, 14:40 Depreciating Korean won driving down MLCC pricesDec 1, 12:12 Applied Materials introduces aerial imaging to boost lithography productivityDec 1, 10:54 Telecom Mio to launch its first GPS-enabled 3.5G touch screen handset in 1Q09Dec 1, 11:40 Some solar cell makers seeking to renegotiate contract prices for silicon wafersBits + chips | Nov 28, 15:19In light of prices of polycrystalline silicon (poly-Si) solar cells having dropped from US$2.8-3.0/watt in early November 2008 to US$2.6-2.7/watt currently, and with further drops expected, some Taiwan-based makers of solar cells plan to ask their contract suppliers of solar-grade poly-Si wafers to lower contract prices to about US$7.5 per 6-inch wafer, according to industry sources in Taiwan. Read more IC designers may see even worse performance in 4Q08 due to frozen orders in NovemberBits + chips | Nov 28, 01:10Taiwan first-tier IC design companies have revised fourth-quarter sales forecasts warning that performance is unlikely to meet earlier expectations because orders have been frozen since mid-November. Read more NXP suspends MEMS orders to SMICBits + chips | Nov 28, 01:05Semiconductor Manufacturing International (SMIC), which announced plans to enter the MEMS OEM market at the end of October, has already seen orders from its major customer, NXP Semiconductors, cut because of an unclear economic outlook, according to MEMS equipment suppliers. Read more Elpida to increase stake in Rexchip to 52%Bits + chips | Nov 28, 01:00Elpida Memory's board of directors has decided to increase its holdings in Rexchip Electronics, its Taiwan-based joint venture founded along with strategic partner Powerchip Semiconductor Corporation (PSC). Read more Intel denies rumored Calpella platform delay, says paperSystems - Newswatch | Nov 28, 17:21Due to the price of Intel's current Centrino 2 notebook platform being too high – making it difficult for vendors to drop their notebook pricing... Read moreTaiwan IT makers not affected by Thailand protestsSystems | Nov 28, 16:43Although protesters have paralyzed Bangkok's air transportation, several Taiwan-based IT companies who have operations in Thailand have reported that... Read moreTaiwan network-equipment makers still see influx of WiMAX ordersSystems | Nov 28, 15:14Despite growing concerns of global market conditions, Taiwan-based network equipment makers have continued to receive orders for WiMAX CPE (customer... Read moreOptical disc makers benefit from polycarbonate price dropsSystems | Nov 28, 10:38International prices of optical-grade polycarbonate (PC) have dropped by 11-17% from US$2.8-2.9/kg in the third quarter of 2008 to US$2.4-2.5/kg in the... Read moreCMO purchases equipment worth about NT$1.5 billionDisplays - Stockwatch | Nov 28, 12:30Taiwan-based LCD panel maker Chi Mei Optoelectronics (CMO) purchased total NT$788.6 million (US$23.7 million) worth of equipments from US-based Espec... Read moreCCL makers 4Q08 profitability to be crippled by oversupply and price dropsBits + chips | Nov 28, 17:11Copper clad laminate (CCLs) suppliers Iteq, Taiwan Union Technology (TUC), Hwa Woei Laminate, Uniplus Electronics and Elite Material (EMC) are coming... Read moreMicron likely to increase orders for ChipMOS, SPIL and FATCBits + chips | Nov 28, 15:30ChipMOS Technologies, Siliconware Precision Industries (SPIL) and Formosa Advanced Technologies Company (FATC) are expected to benefit from Micron Technology... Read moreToshiba delivers positive outlook for SSD market over next two yearsBits + chips | Nov 28, 10:56Toshiba has recently expressed its optimism about wider NAND flash deployment in solid-state drive (SSD) applications over the next two years. Market... Read moreSTMicroelectronics said to volume produce dual-axis MEMS gyroscope in 1H09Bits + chips | Nov 28, 10:49STMicroelectronics reportedly will enter the dual-axis microelectromechanical systems (MEMS) gyroscope market next year, mounting a challenge against... Read moreQimonda completes sale of Inotera sharesBits + chips | Nov 28, 10:25Qimonda has announced the completion of the sale of its Inotera stake to Micron and the receipt of the second tranche of US$200 million in cash. Read more Systems Taiwan market: Microsoft offers SBS 2008 on 3-year payment playNov 28, 16:54 Goldman Sachs trims 4Q08 notebook shipment growth to 1%, says paperNewswatch | Nov 28, 15:42 Toshiba to increase 2009 purchases from Taiwan by 20%, says paperNewswatch | Nov 28, 15:35 Displays Resistive touch panel maker Mildex to list on OTCNov 28, 15:12 Bits + chips TSMC and UMC to carry out cost-reduction plans, report saysNewswatch | Nov 28, 17:22 Equipment supplier Spirox sets up 5KW pilot HCPV system in TaiwanNov 28, 16:18 Economic crisis impacting MEMS market, says YoleNov 28, 12:30 Taiwan market: Delta Electronics wins second big PV projectNov 28, 12:17 Telecom Compal Communications lands Windows Mobile-based PDA phone orders from Motorola, says paperNewswatch | Nov 28, 14:58 Foxconn has yet to issue layoff orders, says company spokesmanSystems | Nov 27, 12:05With rumors circulating around the market saying that Foxconn Electronics (Hon Hai Precision Industry) has laid off employees from its plants in China, company spokesman Edmund Ding has commented that the company has not yet issued any official layoff orders. Read more Pegatron at risk of inventory buildup, say IC distributorsBits + chips | Nov 27, 16:47Pegatron Technology is said to be facing a stock oversupply because shipments to Asustek Computer have not been as good as expected. Supplies intended for IBM and Lenovo have also exceeded demand, according to IC distributors. Read more Intel raids skilled staff from SMIC and Hynix for Fab 68 in ChinaBits + chips | Nov 27, 14:11Intel has completed first-round recruitment of staff for its 12-inch fab in Dalian, China (Fab 68) amid the rising wave of layoffs and production cuts by global semiconductor players, according to market sources in China. Read more Top-three Taiwan digital camera OEMs benefit as vendors look to increase production efficiencySystems | Nov 27, 16:56As inexpensive digital cameras have been selling well worldwide, vendors have put more emphasis on ODM/OEM makers' economies of scale in an attempt to... Read moreIntel to phase out Core 2 Quad Q6600 CPU in 1Q09Systems | Nov 27, 01:15Intel is planning to start phasing out the 65nm Core 2 Quad Q6600 in the first quarter of 2009, prompting several PC and channel vendors to start planning... Read moreSmall- to medium-size panel demand will not rebound until after January 2009Displays | Nov 27, 01:10Several small- to medium-size panel and component makers believe that demand is unlikely to recover until after the Lunar New Year, which will start... Read moreSun Materials starts construction on Taiwan's first solar-grade poly-Si plantBits + chips | Nov 27, 16:56Taiwan-based Sun Materials Technology on November 26 held a groundbreaking ceremony for constructing the country's first solar-grade polycrystalline... Read moreFire breaks out at TPT PV module plant in Pingchen, no damage reportedBits + chips | Nov 27, 16:26A fire broke out at Taiwan PCB Techvest's (TPT's) Pingchen plant in Taiwan during the morning of November 26. The fire was controlled immediately and... Read morePhison to start 90nm SATA controller production in 1Q09, targeting low-cost PCsBits + chips | Nov 27, 16:10Controller IC design house Phison Electronics is looking to start mass production SATA-interface solid-state drive (SSD) controllers on 90nm by the first... Read moreEfficiency, differentiation, time-to-market and localized service are keys to probe card success: Q&A with FormFactor CEO Mario RuscevBits + chips | Nov 27, 15:48FormFactor, a leading provider of advanced wafer probe cards, has inevitably taken a hit to its operations as a result of the tough economic times. Due... Read moreDRAM and NAND flash pricing drop to new lowsBits + chips | Nov 27, 01:05DRAM and NAND flash chip prices both recently dropped to new lows with 1Gb DDR2 chips at around US$0.70 and NAND flash chips falling around 20% over... Read moreRalink lands orders for Eee Top; expects to achieve 40% gross margin in 4Q08Bits + chips | Nov 27, 01:00Ralink Technology has successfully entered Asustek Computer's Eee Top WLAN chip supply chain and will have a chance to supply chips for Eee PCs next... Read moreHTC to ship Touch Pro and Touch Viva smartphones to India-based Idel CellularTelecom | Nov 27, 15:24High Tech Computer (HTC) has added Idel Cellular into its client list in India, in addition to current partners, which include Bharti Airtel and Reliance... Read more
Systems HP Taiwan shuffles up high-end personnel, says paperNewswatch | Nov 27, 15:58 PND shipments to grow in 2009, but prices to decline, says Berg InsightNov 27, 11:07 Mobos VIA to spin off RISC-based CPU business to save costs, says paperNewswatch | Nov 27, 12:08 Displays BenQ short-throw projectors No. 1 in Middle East and Africa in 3QNov 27, 16:59 iSuppli trims 2008 and 2009 LCD TV forecast, but sees continued growthNov 27, 15:53 US market: Vizio reduces TV prices for the holidaysNov 27, 14:41 Taiwan market: Sony starts price war for LCD TVsNov 27, 12:29 Small- to mid-size TFT-LCD shipments to decline 2% in 4Q08, iSuppli saysNov 27, 11:19 LCD monitor shipments from SIs and vendors down in October, says WitsViewNov 27, 11:03 Bits + chips PCB maker Uniflex to form strategic alliance with BoardtekNov 27, 17:14 eMemory enters volume production for 0.13-micron OTP memoryNov 27, 14:12 Elpida goes green with development of 50nm process DDR3 SDRAMNov 27, 12:26 UMC announces advancement in its high-k/metal-gate process solutionNov 27, 12:25 Telecom Taiwan market: Sparq becomes first provider of E.164 VoIP servicesNov 27, 16:30
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RESEARCH REPORTSSubscription required Preliminary report: Taiwan notebooks – 3Q 2008 (Nov 27)Taiwan shipped 39.0 million notebook PCs in the third quarter of 2008, up 33.6% sequentially and 51.9% from the same period one year earlier.
 Table of contents Full report Preliminary report: Taiwan handsets – 3Q 2008 (Nov 27)Taiwan shipped 27.9 million handsets in the third quarter of 2008, up 1.9% sequentially and 1.7% from the same period one year earlier.
Table of contents Full report Preliminary report: Taiwan small- to mid-size LCD panels – 3Q 2008 (Nov 27)Taiwan shipped 173 million small- to medium-size panels in the third quarter of 2008, an increase of 28.6% sequentially and 24.5% from the same period one year earlier.
Table of contents Full report   More reports
HOT SYSTEMS BenQ launches 10.1-inch netbookBenQ has launched its Joybook Lite U101 netbook featuring a 10.1-inch 16:9 screen with LED backlight unit (BLU). Read moreTaiwan market: Nokia launches 5800 XpressMusic handsetNokia on November 25 launched its first touch panel 5800 XpressMusic handsets in the Taiwan market with a suggested retail price of NT$14,900 (US$446)... Read moreTaiwan market: Acer to start selling Core i7-based desktop PC at IT Month 2008Acer has announced that it will start selling its first Intel Core i7-based desktop PC, the Aspire M7720, in Taiwan at IT Month 2008 which begins November... Read more More hot systems
ON DISPLAY
Nokia launches messaging device E63Photo: Company, Dec 1. More
HP showcases Intel Atom-based nettops in TaiwanPhoto: Yen Ting Chen, Digitimes, Dec 1. More
BenQ 10.1-inch U101 netbook Photo: Company, Dec 1. More
Samsung Gravity available from T-MobilePhoto: Company, Dec 1. More
More on display
TAG CLOUD
Asustek China Desktop, server Display components DRAM handset IC design IC manufacturing LCD LCD panel LCD TV LED Memory Mobile phone and PDA Mobo, chipset Monitor, TV netbook Networking notebook panel Passive, PCB, other IC components Portable revenues sales Samsung Software, Internet Solar Storage, peripherals Taiwan TSMC
FRANKLY SPEAKING
Efficiency, differentiation, time-to-market and localized service are keys to probe card success: Q&A with FormFactor CEO Mario Ruscev (Nov 27)FormFactor, a leading provider of advanced wafer probe cards, has inevitably taken a hit to its operations as a result of the tough economic times. Due... Read more
Staying focused on wireless connectivity: Q&A with CSR CEO Joep van Beurden (Nov 26)Despite unsatisfactory 2008 financial results, UK-based CSR, which has over 50% market share of built-in Bluetooth chips for handsets, is still diversifying... Read more
Opportunity is always present in the midst of crisis: Q&A with Freescale CEO Rich Beyer (Nov 13)Rich Beyer, CEO of Freescale Semiconductor, was attending a technology seminar held in Beijing early this month, providing his insights into the current... Read more More interviews
NEWS FROM OTHER SITES Holiday shopping off to higher start (Nov 30) - CNNMoneyStores and online merchants were busier this weekend than they were a year ago, according to figures out Sunday, but signs persist that holiday shopping will suffer in the weakest economic climate in decades.
Gartner: CIOs must plan for growth - Express ComputerGartner analysts have advised CIOs in the Asia Pacific region to plan for future growth. Speaking in the opening keynote presentation at the Gartner Symposium/ITxpo in Sydney, Senior Vice President and Global Head of Research Peter Sondergaard said that an economic downturn can be a perfect time to undertake projects that warrant priority, because of their impact on future growth.
Global chip makers plan cutbacks - Wall Street Journal Chip makers are shutting down less-productive factories, delaying investment projects and even cutting staff in a sign that the global economic slowdown and the credit crunch are taking a hefty toll on demand and hurting their operations. The coming few months could be critical for several memory-chip makers in Asia, Europe and the US as they continue to grapple with weak demand and a severe cash crunch amid plunging chip prices, which remain well below their manufacturing costs.
Bangkok airport closure may direct investors elsewhere (Nov 27) - Bangkok PostThe closure of Suvarnabhumi Airport may be the last straw for business sector and foreign investors, who say they will no longer be reluctant to shift investments to other countries. It is said to be damaging the country's image and investment in in tourism and logistics.Attacks hurt Mumbai's bid to be a world finance center (Nov 27) - The Wall Street JournalThe deadly attacks Wednesday in Mumbai, in addition to the human toll, have damaged for now the city's lofty ambitions of becoming an international finance capital rivaling Hong Kong and Singapore.'Bailout' is Merriam-Webster's word of the year - Fox NewsPeople looked it up so often on Merriam-Webster's online dictionary that the Springfield-based publisher says "bailout" was an easy choice for its annual Word of the Year honor.Singapore's production declines as global recession cuts demand - Bloomberg"There is no denying that fundamental weakness in demand is turning from bad to worse," Irvin Seah, an economist at DBS Group Holdings Ltd. in Singapore, said in a report today. The outlook for manufacturers in the coming months "will not be a pretty picture."Rescue needed to avoid 'chaos' - London Free PressRushing to rescue Citigroup, the U.S. government agreed to shoulder hundreds of billions in possible losses and to plow a fresh US$20 billion into the stricken bank. "It would create chaos," said Winson Fong, managing director at SG Asset Management in Hong Kong, which oversees about $3 billion in equities in Asia. "Simply put, you couldn't borrow or lend for a while. This is a nightmare scenario." Forecasts for dismal US holiday sales - ReutersAmericans expect to limit credit-card purchases, seek out bargains and stretch spending as recession fears put a damper on their holiday cheer. If the gloomiest predictions come true, that could spell disaster for many more store chains and their employees, and provide insight on how long it may take the economy to recover. Apec upbeat over global downturn (Nov 23) - BBC NewsLeaders of Asia-Pacific nations have closed their annual summit by declaring their belief that the global economic crisis can be overcome by 2010.
The 21 leaders meeting in Lima, Peru, said they supported economic stimulus to ward off the threat of recession. More news from other sites
FINANCE Revenues: WiMAX companies (NT$m)CompanyOct1Q - 3Q2007
Accton (2345)1,34311,56713,499
Alpha (3380)2,67117,64120,706
Cameo (6142)1,3619,37911,626
D-Link (2332)3632,4273,482
Far Eastone (4904)4,31638,53246,172
Gemtek (4906)1,42913,15612,459
Ralink (3534)4323,5613,845
Zyxel (2391)1,11510,14413,753
Show me the money...A/RBalance sheet - fullBalance sheet - shortIncome statement - fullIncome statement - shortInventory valuePerformancePre-tax profitRevenues - OctRevenues - monthlyRevenues - 3QRevenues - quarterlyRevenues - annualR&D expensesStock prices - 1 DecStock prices - daily More finance
INDUSTRY INTROS 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. Read more Taiwan motherboard industry overview (Jun 9)Taiwan’s motherboard industry remains dominated by four main players – Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Elitegroup Computer Systems (ECS) – who hold the majority share of own-brand and channel market shipments. Read more Taiwan notebook industry overview (Jun 9)The worldwide notebook market saw total shipments of 101.28 million units in 2007, an increase of 36% compared to the previous year. Read more More intros
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