Acer Inc (宏碁), the world’s third-biggest maker of personal computers, climbed from a four-year low in Taipei trading after saying its operating margin may have risen in the final three months of last year.
Acer gained 2.50 percent to NT$40.70 on the Taiwan Stock Exchange, rising from its lowest since September 2004 as the benchmark TAIEX index dropped 0.78 percent.
The company may have benefited from its July introduction of the Aspire One computer, an ultra-compact model that retails for about US$400.
Global shipments of so-called “netbooks” will probably increase by 11.3 percent this year to about 138 million units from 124 million last year, Taipei-based researcher Market Intelligence Center (市場情報中心) under the Institute for Information Industry (資策會) said.
“This highlights Acer’s success in capturing consumer needs by offering low-cost laptop computers in the second half when the global economy took a drastic turn in direction,” said Eric Yao (姚宗宏), who owns Acer shares in the US$152 million funds he helps manage at Truswell Securities Investment Trust Co (富鼎投信).
Fourth-quarter operating margin may have bettered or equaled its 2.9 percent third-quarter result, Taipei-based Acer said in a statement after the market closed on Friday.
Compal Electronics Inc (仁寶), the world’s second-largest maker of notebook computers, has cut this year’s notebook computer shipments target to 32 million from 35 million units because of the worsening financial crisis, Compal vice-president Gary Lu (呂清雄) told the Dow Jones Newswires yesterday.
Compal shipped 25.6 million notebook computers last year, lower than its previous expectation of 27 million units, Lu said.
The company posted a 3 percent decline year-on-year in last year’s consolidated revenue to NT$427.68 billion, a company statement showed Saturday.
Shares of Compal were unchanged at NT$16.15.
Separately, Dell Inc, trying to revive sales and lure buyers back from Hewlett-Packard Co, introduced a “luxury” laptop called the Adamo and a portable computer called the Mini 10 at the Consumer Electronics Show in Las Vegas.
The Adamo, which has a glass screen, will go on sale in the first half of the year, Dell vice president Michael Tatelman said on Friday. He declined to give additional details about the laptop, including its weight.
Sales of notebook PCs outstripped orders for desktops for the first time in the third quarter of last year, researcher iSuppli Corp said last month.
WEAKER ACTIVITY: The sharpest deterioration was seen in the electronics and optical components sector, with the production index falling 13.2 points to 44.5 Taiwan’s manufacturing sector last month contracted for a second consecutive month, with the purchasing managers’ index (PMI) slipping to 48, reflecting ongoing caution over trade uncertainties, the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The decline reflects growing caution among companies amid uncertainty surrounding US tariffs, semiconductor duties and automotive import levies, and it is also likely linked to fading front-loading activity, CIER president Lien Hsien-ming (連賢明) said. “Some clients have started shifting orders to Southeast Asian countries where tariff regimes are already clear,” Lien told a news conference. Firms across the supply chain are also lowering stock levels to mitigate
IN THE AIR: While most companies said they were committed to North American operations, some added that production and costs would depend on the outcome of a US trade probe Leading local contract electronics makers Wistron Corp (緯創), Quanta Computer Inc (廣達), Inventec Corp (英業達) and Compal Electronics Inc (仁寶) are to maintain their North American expansion plans, despite Washington’s 20 percent tariff on Taiwanese goods. Wistron said it has long maintained a presence in the US, while distributing production across Taiwan, North America, Southeast Asia and Europe. The company is in talks with customers to align capacity with their site preferences, a company official told the Taipei Times by telephone on Friday. The company is still in talks with clients over who would bear the tariff costs, with the outcome pending further
Six Taiwanese companies, including contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), made the 2025 Fortune Global 500 list of the world’s largest firms by revenue. In a report published by New York-based Fortune magazine on Tuesday, Hon Hai Precision Industry Co (鴻海精密), also known as Foxconn Technology Group (富士康科技集團), ranked highest among Taiwanese firms, placing 28th with revenue of US$213.69 billion. Up 60 spots from last year, TSMC rose to No. 126 with US$90.16 billion in revenue, followed by Quanta Computer Inc (廣達) at 348th, Pegatron Corp (和碩) at 461st, CPC Corp, Taiwan (台灣中油) at 494th and Wistron Corp (緯創) at
NEGOTIATIONS: Semiconductors play an outsized role in Taiwan’s industrial and economic development and are a major driver of the Taiwan-US trade imbalance With US President Donald Trump threatening to impose tariffs on semiconductors, Taiwan is expected to face a significant challenge, as information and communications technology (ICT) products account for more than 70 percent of its exports to the US, Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) president Lien Hsien-ming (連賢明) said on Friday. Compared with other countries, semiconductors play a disproportionately large role in Taiwan’s industrial and economic development, Lien said. As the sixth-largest contributor to the US trade deficit, Taiwan recorded a US$73.9 billion trade surplus with the US last year — up from US$47.8 billion in 2023 — driven by strong