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Most Taiwan-based LED chipmakers and packaging houses, including Ennostar and Everlight, posted sequential revenue gains in May as demand from downstream customers began to warm up, according to industry sources.
Most Taiwan-based panel makers will see their performance continue to improve in the second quarter as quotes for TV panel prices are expected to rally through June, and those for monitor applications are likely to move upward shortly, according to industry sources.
Most Taiwan-based network equipment makers, including Sercomm, Arcadyan Technology, Wistron NeWeb, and Alpha Networks, saw their sales for March and the first quarter register sequential and on-year increases, despite macro headwinds.