Wistron Corp (緯創) and Quanta Computer Inc (廣達電腦) reported their first-quarter revenues yesterday, but with very different results under the same economic conditions.
For the first three months of the year, Wistron posted revenues of NT$112.52 billion (US$3.34 billion), an increase of NT$25.71 billion, or 29.62 percent, from same period last year.
Of Wistron’s three major product lines, the PC segment demonstrated the largest year-on-year first quarter increase of 143.69 percent, followed by information communication technology products at 36.67 percent.
Last month, the PC contract maker made NT$46.05 billion in revenues, a year-on-year single-month increase of 31.34 percent.
Of the top five Taiwanese PC contract makers, Wistron Corp (緯創) for the first time overtook Compal Electronics Inc (仁寶電腦) for the No. 2 spot in the final quarter of last year, market researcher International Data Corp tallies showed.
For its part, Quanta’s first-quarter revenues were NT$156 billion, a drop of 23.02 percent from the previous year.
Last month, Quanta sales were down 16.50 percent from March last year, with NT$63.38 billion in revenues on total sales of 2.7 million notebook PCs.
The domestic unit of the Chinese-owned, Dutch-headquartered chipmaker Nexperia BV will soon be able to produce semiconductors locally within China, according to two company sources. Nexperia is at the center of a global tug-of-war over critical semiconductor technology, with a Dutch court in February ordering a probe into alleged mismanagement at the company. The geopolitical tussle has disrupted supply chains, with some carmakers reportedly forced to cut production due to chip shortages. Local production would allow Nexperia’s domestic arm, Nexperia Semiconductors (China) Ltd (安世半導體中國), to bypass restrictions in place since October on the supply of silicon wafers — etched with tiny components to
Taiwan’s foreign exchange reserves fell below the US$600 billion mark at the end of last month, with the central bank reporting a total of US$596.89 billion — a decline of US$8.6 billion from February — ending a three-month streak of increases. The central bank attributed the drop to a combination of factors such as outflows by foreign institutional investors, currency fluctuations and its own market interventions. “The large-scale outflows disrupted the balance of supply and demand in the foreign exchange market, prompting the central bank to intervene repeatedly by selling US dollars to stabilize the local currency,” Department of Foreign
Taiwan is open to joining a global liquefied natural gas (LNG) program if one is created, but on the condition that countries provide delivery even in a scenario where there is a conflict with China, an energy department official said yesterday. While Taiwan’s priority is to have enough LNG at home, the nation is open to exploring potential strategic reserves in other countries such as Japan or South Korea, Energy Administration Deputy Director-General Chen Chung-hsien (陳崇憲) said. While the LNG market does not have a global reserve for emergencies like that of oil, the concept has been raised a few times —
AI-FUELED DEMAND: The company has been benefiting from the skyrocketing prices for DRAM chips amid the AI frenzy, especially its core product — DDR4 DRAM chips DRAM chipmaker Nanya Technology Corp (南亞科技) yesterday reported that its revenue for the first quarter surged 582.91 percent to NT$49.09 billion (US$1.54 billion) from NT$7.19 billion a year earlier, as the supply crunch caused chip price spikes. Last quarter’s figure is the highest on record. On a quarterly basis, revenue jumped 63.14 percent from NT$30.09 billion, the company said. In January, Nanya Technology expected global DRAM supply scarcity to continue through the first half of 2028, thanks to strong demand for artificial intelligence (AI) applications. Market researcher TrendForce Corp (集邦科技) forecast prices of standard DRAM chips would rise between 58 percent and 63
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