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GlobalWafers' orders extend into 2024 - Vimarsana News

GlobalWafers' orders extend into 2024

Order visibility at GlobalWafers Inc (環球晶圓) extends into 2024 and its capacity for next year is fully booked, the world’s No. 3 silicon wafer supplier said yesterday. GlobalWafers is trying to squeeze out extra capacity by increasing production efficiency, but the company is still unable to satisfy customer demand for next year, company chairwoman Doris Hsu (徐秀蘭) told reporters on the sidelines of a ceremony to mark the 41st anniversary of the Hsinchu Science Park (新竹科學園區). “We have clear order visibility for 2023 and it should be okay into 2024,” Hsu said. “W...

Powerchip shares soar 52.1% in IPO - Taipei Times - Vimarsana News

Powerchip shares soar 52.1% in IPO - Taipei Times

Shares of contract chipmaker Powerchip Semiconductor Manufacturing Corp (力積電) yesterday rose by more than 50 percent on its debut on the Taiwan Stock Exchange (TWSE), buoyed by a rosy outlook for the pure-play wafer foundry industry amid tight global supply, dealers said. Shares of Powerchip Semiconductor closed at NT$75.90, up 52.1 percent from its issuance price of NT$49.90, helping offset the impact on the local market of US market losses on Friday, when the tech-heavy NASDAQ lost 1.92 percent and the Dow Jones Industrial Average declined 0.17 percent due to disappointing US jobs data...

ASE's China divestment to upgrade portfolio: analysts - Vimarsana News

ASE's China divestment to upgrade portfolio: analysts

ASE Technology Holding Co’s (日月光投控) proposed sale of some Chinese subsidiaries is expected to affect its overall revenue in the near term, but would help optimize its product portfolio in the long term, analysts said last week. ASE is the world’s largest chip packaging and testing company. Its products include wire bonding, flip chip, system-in-package (SiP) solutions and broad-based electronics manufacturing services. The company on Wednesday announced that it is planning to sell its shares in Global Advanced Packaging Test (Hong Kong) Ltd, ASE (Weihai) Inc (日月光半導體å¨...

Novatek says seasonality to affect sales - Vimarsana News

Novatek says seasonality to affect sales

Novatek Microelectronics Corp (聯詠), which designs driver ICs used in flat panels, expects revenue to drop up to 6 percent sequentially this quarter from an all-time high, as demand for consumer electronics, such as TVs and more affordable Chromebook computers, slackens in the low season. Revenue is to fall to between NT$36 billion and NT$37 billion (US$1.29 billion and US$1.33 billion) this quarter, compared with NT$38.35 billion in the third quarter, Novatek president Steven Wang (王守仁) told investors in a virtual conference yesterday. “The industry is entering its slow season in t...

Plants to be fully utilized next year: GlobalWafers - Vimarsana News

Plants to be fully utilized next year: GlobalWafers

GlobalWafers Inc (環球晶圓), the world’s No. 3 silicon wafer supplier, yesterday said its factories would continue to be fully utilized next year with no sign of wafer supply constraints easing. The Hsinchu-based company said that most customers intend to negotiate new supply contracts with higher prices and longer durations to secure a supply of wafers for the next three to eight years, compared with the last upcycle in 2017 and 2018. “Overall, market demand has been showing unique signals,” GlobalWafers chairwoman Doris Hsu (徐秀蘭) told an investors’ teleconference. “That d...