July clone mobo orders mostly short-term
According to motherboard companies, their recently increasing orders in the clone sector have mostly come from Europe, Russia and China. However, as these orders are mainly short-term and require limited lead times, it is believed that actual market demand has not yet surfaced.
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Graphics card makers maintain conservative outlook for July sales
- Gray-market chipset prices appear weak due to unclear market demand
- Taiwan MLCC makers go mainstream and give up niche production
- TFT LCD IC gold bumping service providers expect higher utilization
- Winbond boosted TFT LCD source driver IC shipments in 2Q
- Chinese-version Xbox set for launch at year-end in Taiwan
- SMIC and GSMC land US$1.3 billion in loans
- Drastic hike in Taiwan sanctions on China investments sparks protest uproar
- New Samsung DDR orders from HP hike prices
- HP said to narrow notebook contract makers to four
256Mbit DDR: Spot price leap drives late July contract prices up 26%
- Taiwan display panel TFT LCD production, revenues slip in June
- Hitachi opens Mobara V3 TFT LCD factory
- Sampo to use SmartASIC LCD TV controller ICs
- Taiwan handset shipments show growth in 2Q
- Foxconn appoints former Motorola executive to head its handset R&D unit
- DDR demand keeping TSOP packaging utilization high
- IEK: Taiwan first-half IC production rose nearly 10% YoY
- Japanese MLCC firms may outsource low-end production
- NTT DoCoMo to establish i-mode consulting firm in the Netherlands
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