Taiwan notebooks – 1Q 2022
Taiwan’s first-quarter 2022 notebook shipments performed weaker than expected, slipping over 20% sequentially and the lowest shipment level since the second quarter of 2020.
04
May
04
May
Innodisk sets edge AI computing as new business focus
Taiwan-based Innodisk, dedicated to supplying industrial embedded flash and DRAM storage solutions, has announced its new business focus on edge AI computing technologies and applications, seeking to help accelerate the materialization of industries going intelligent.
04
May
Goodix struggling amid supply chain pressure
China-based Goodix Technology, a supplier of fingerprint and touch ICs, saw its revenue and net profit continue to drop in the first quarter, saying its margins were affected by a combination of internal and external factors.
04
May
Wiwynn sees inventory build-up generate more costs
Server ODM Wiwynn delivered brisk sales and profit results for the first quarter of 2022 but saw both its gross margin and operating margin slide due to growing inventory, and rising costs of transportation and warehousing.
04
May
Can China come from behind and win the race?
Before commenting on the intrinsic strength of China’s semiconductor industry, we must have an elaborate study on China’s semiconductor market and industrial structure. According to Semiconductor Industry Association (SIA), the total output of the global semiconductor market in 2021 was US$555.9 billion, up 26.2% from 2022, of which US$192.5 billion was generated from the Chinese market, accounting for 34.6% of the global total. However, this figure refers to the sales to local Chinese companies plus sales into China’s domestic market, excluding the demand brought by foreign companies assembling diver products such as notebooks and mobile phones in China.
04
May
Industrial PC firms to embrace strong 2022
Taiwan-based industrial PC makers including Advantech, Ennoconn, Aaeon Technology, iBase Technology, Axiomtek, Posiflex Technology and Avalue Technology are poised to enjoy impressive sales growth this year, as infrastructure activities are resuming, according to industry sources.
04
May
Darfon sees e-bike order visibility till year-end 2022
Darfon Electronics has obtained orders for electric bicycles (e-bikes) with shipments scheduled until the end of 2022, according to company chairman Andy Su
04
May
GCS eyeing gains from investment in Unikorn Semiconductor
Pure-play compound semiconductor wafer foundry Global Communication Semiconductors (GCS) expects to start generating gains from its investment in Unikorn Semiconductor, a compound semiconductor maker spun off from LED epitaxial wafer and chip maker Epistar, in 2023, according to company president and CEO Brian Ann.
04
May
HTC posts smaller loss in 1Q22
HTC saw its net losses narrow substantially on-year in the first quarter of 2022, but gross margin grew for the 18th consecutive month to 37.8%, thanks to robust sales of its VR and other products for the metaverse.
04
May
Canadian AI firm Pleora seeks partners in Taiwan to provide integrated solution for industrial automation
Canada AI company Pleora Technologies which created GigE Vision, a standard for networking cameras and processing in industrial automation projects, joined the 2022 Canada Trade Office Taipei (CTOT) startup accelerator program, hoping to find strategic partners which are system integrators or hardware manufacturers and together expand its industrial automation markets in Asia.