Chi Mei Optoelectronics Co (奇美電子), the nation’s second-biggest liquid-crystal-display (LCD) panel maker, said yesterday it had suspended plans to start mass production of large-size TV screens at a new advanced fab, citing a gloomy market outlook.
The Tainan-based panel maker said in October it planned to start shipping 50-inch or larger TV panels from an 8.5-generation (8.5G) plant in the second half of this year.
“The company has started moving in equipment for the 8.5G fab. However, as the market outlook is unclear, the company will set a new schedule for mass production depending on market demand,” Chi Mei said in a filing to the Taiwan Stock Exchange.
Chi Mei had said earlier that it expected falling prices to boost demand for LCD TVs with screens bigger than 40 inches.
Chi Mei’s filing confirmed a report by the Chinese-language Commercial Times that it had postponed the production ramp up of the 8.5G factory.
Chi Mei could see losses widen to NT$20.34 billion (US$605 million) in the fourth quarter of last year, while its bigger rival, AU Optronics Corp (AUO, 友達光電), could swing into losses of NT$24.8 billion in the same period as panel prices plunge on contracting demand, Citigroup said in a report.
Shares of Chi Mei and AUO fell 0.49 percent and 2.12 percent to NT$10.1 and NT$23.05 respectively.
SEMICONDUCTOR SERVICES: A company executive said that Taiwanese firms must think about how to participate in global supply chains and lift their competitiveness Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday said it expects to launch its first multifunctional service center in Pingtung County in the middle of 2027, in a bid to foster a resilient high-tech facility construction ecosystem. TSMC broached the idea of creating a center two or three years ago when it started building new manufacturing capacity in the US and Japan, the company said. The center, dubbed an “ecosystem park,” would assist local manufacturing facility construction partners to upgrade their capabilities and secure more deals from other global chipmakers such as Intel Corp, Micron Technology Inc and Infineon Technologies AG, TSMC said. It
People walk past advertising for a Syensqo chip at the Semicon Taiwan exhibition in Taipei yesterday.
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The US on Friday penalized two Chinese firms that acquired US chipmaking equipment for China’s top chipmaker, Semiconductor Manufacturing International Corp (SMIC, 中芯國際), including them among 32 entities that were added to the US Department of Commerce’s restricted trade list, a US government posting showed. Twenty-three of the 32 are in China. GMC Semiconductor Technology (Wuxi) Co (吉姆西半導體科技) and Jicun Semiconductor Technology (Shanghai) Co (吉存半導體科技) were placed on the list, formally known as the Entity List, for acquiring equipment for SMIC Northern Integrated Circuit Manufacturing (Beijing) Corp (中芯北方積體電路) and Semiconductor Manufacturing International (Beijing) Corp (中芯北京), the US Federal Register posting said. The