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Rumor: TSMC Loses Orders From Qualcomm And Mediatek

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Uh Oh Spaghettio… Mediatek Feb Sales Down 28% MoM

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TAIWAN: CLOSING WRAP 07Mar2013

1. TWSE (7960.51, +0.13% DTD, +3.39% YTD) 2. USDTWD 11am fix (29.64, -0.11% DTD) 3. DRAM-A-THON rockets Nanya Tech (2408 TT, NT$3.44, +6.83%) LIMIT UP 4. Cathay Financial (2882 TT, NT$40.95, +5.00%...

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TAIWAN: WEEK IN REVIEW

  1. DRAM-A-THON lifts Nanaya Tech 30% 2. Monitor and notebook panel prices heading south in March 3. Mediatek’s Feb sales take a tumble 4. HTC Feb sales come in much lower than expected 5. Mediatek...

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KOREAN AUTHORITY APPROVES MEDIATEK AND MSTAR MERGER

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TAIWAN: CLOSING WRAP, 18Mar2013

1. TWSE (7811.34, -1.47% DTD, +1.45% YTD) 2. USDTWD 11am fix (29.7480, -0.05% DTD) 3. DRAM-A-THON prices jump 18% in two week 4. One step closer… Korean authorities approve Mediatek (2474 TT,...

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Report: Mediatek Revenues To Hit NT$9bn In March

From DigiTimes: Having recorded revenues of NT$14.54 billion in the January-February period, MediaTek should have no problem meeting its guidance of generating revenues of NT$21.9-24 billion in the...

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TAIWAN: CLOSING WRAP, 19Mar2013

1. TWSE (7838.47, +0.35% DTD, +1.80% YTD) 2. USDTWD 11am fix (29.732, +0.05% DTD) 3. Mstar (3697 TT, NT$240, +3.45% DTD) grinds higher on Korea approval of merger with Mediatek 4. Taiwan to stick...

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More Converts To Mediatek’s Quad-Core Solution

From DigiTimes: With orders from Lenovo, Coolpad, Huawei and ZTE, MediaTek is expected to increase its previous goal of shipping over 200 million smartphone solutions in 2013, said the sources.

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TAIWAN: BEFORE THE OPEN, 25Mar2013

1. E Sun Financial issues stock dividend of NT$5bn 2. Hon Hai and Sharp just never meant to be 3. Is HTC’s “PM33100” the facebook phone? 4. Taipei bike show sales up 10.6% YoY 5. Greater Taipei’s...

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Mediatek hits high-end of 1Q13 guidance

From DigiTimes: Consolidated revenues at MediaTek for the first quarter of 2013 hit the high-end of the fabless IC firm’s previously-issued guidance range of NT$21.9-24 billion (US$730-800 million).

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TAIWAN: CLOSING WRAP, 09Apr2013

1. TWSE (7728.54, -0.31% DTD, +0.38% YTD) 2. USDTWD 11am fix (30.008, -0.02% DTD) 3. President Ma’s sister sues Next Media for libel 4. LED makers lodge solid Mar revenues 5. Mediatek reports 1Q13...

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Mediatek’s quad-core solutions the only game in town

From DigiTimes: China-based white-box tablet vendors, due to growing demand for 3G-enabled models, has been increasing adoption of 3G-supportig quad-core IC solutions developed by Taiwan-based...

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TAIWAN: CLOSING WRAP, 16Apr2013

1. TWSE (7801.05, +0.48% DTD, +1.32% YTD) 2. USDTWD 11am fix (29.934, -0.01% DTD) 3. Want Want Chairman wants for nothing 4. “Taiwan Independence” threatens cross-strait harmony 5. Mediatek’s...

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Mediatek to raise shipment target on strong Chinese demand

From DigiTimes: MediaTek has seen its monthly shipments of smartphone solutions climb to 15 million units on average, with customer orders exceeding the level to about 20 million units a month, the...

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TAIWAN: CLOSING WRAP, 23Apr2013

1. TWSE (7942.77, -0.35% DTD, +3.16% YTD) 2. USDTWD 11am fix (29.819, -0.01% DTD) 3. Mediatek (2454 TT, NT$365, +0.55% DTD) to raise shipment target on strong Chinese demand 4. DRAM-A-THON: Kingston...

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Tit For Tat: Mediatek and Qualcomm’s price war evolves

From Want China Times: Taiwan’s MediaTek, a leading mobile chip designer, is responding to fierce price competition from China’s Qualcomm by launching more diversified and comprehensive wireless...

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TAIWAN: CLOSING WRAP, 25Apr2013

1. TWSE (8,021.75, 0.02% DTD, +4.19% YTD) 2. USDTWD (29.6850, -0.33% DTD) 3. Local bourse ends little changed amid bird flu scare 4. TPK at full capacity 5. Powerchip secures US$202mm of 12inch fab...

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Quad-core processor price war begins

From DigiTimes: Qualcomm recently quoted its quad-core solutions at less than US$10, slightly cheaper than MediaTek’s offerings, the sources indicated. Meanwhile, Spreadtrum has lowered its quad-core...

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TAIWAN: CLOSING WRAP, 26Apr2013

1. TWSE (8022.06, 0.00% DTD, +4.19% YTD) 2. USDTWD 11am fix (29.599, +0.42% DTD) 3. Taiwan wants a piece of Chen’s booty 4. Taiwan cabinet approves transfer voting 5. 2013 Global Ultra HD-TV shipments...

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