Shipments by Taiwanese manufacturers of notebook computers grew at a slower-than-expected quarterly pace of 4.5 percent in the second quarter, as Intel Corp delayed the launch of its new chips and global economic weakness damped demand, researcher International Data Corp (IDC) said in its latest report.
IDC had projected a 7.9 percent quarterly growth in shipments for the April to June period, an IDC report released on Thursday said.
“Delay in the launch of [Intel’s] new Montevina platform is one of the main reasons,” IDC PC analyst Helen Chiang (江芳韻) said in the report.
Rising inflation mainly caused by the oil price rise also hurt end demand and local contract notebook makers orders, IDC said.
Local notebook computer manufacturers, led by Quanta Computer Inc (廣達電腦), shipped around 28 million units in the second quarter, up 42 percent from a year ago, as consumers continue to replace their desktop computers with laptops, the report said.
Because of a falling average selling price, local laptop computer makers shipped US$14.81 billion in notebooks last quarter, up 38.5 percent year-on-year, IDC data showed.
Looking ahead, Chiang said the persistent sub-prime crisis in the US and weakening demand in Europe could be potential factors that drag notebook shipments lower in the third quarter.
In the second quarter, Quanta ranked No. 1 among the nation’s notebook computer manufacturers, grabbing a 31 percent share of the market in terms of shipments.
Compal Electronics Inc (仁寶) grabbed the second spot with a 23 percent share and Wistron Corp (緯創) seized a 16 percent share in third, IDC data showed.
CHIP RACE: Three years of overbroad export controls drove foreign competitors to pursue their own AI chips, and ‘cost US taxpayers billions of dollars,’ Nvidia said China has figured out the US strategy for allowing it to buy Nvidia Corp’s H200s and is rejecting the artificial intelligence (AI) chip in favor of domestically developed semiconductors, White House AI adviser David Sacks said, citing news reports. US President Donald Trump on Monday said that he would allow shipments of Nvidia’s H200 chips to China, part of an administration effort backed by Sacks to challenge Chinese tech champions such as Huawei Technologies Co (華為) by bringing US competition to their home market. On Friday, Sacks signaled that he was uncertain about whether that approach would work. “They’re rejecting our chips,” Sacks
Taiwan’s long-term economic competitiveness will hinge not only on national champions like Taiwan Semiconductor Manufacturing Co. (TSMC, 台積電) but also on the widespread adoption of artificial intelligence (AI) and other emerging technologies, a US-based scholar has said. At a lecture in Taipei on Tuesday, Jeffrey Ding, assistant professor of political science at the George Washington University and author of "Technology and the Rise of Great Powers," argued that historical experience shows that general-purpose technologies (GPTs) — such as electricity, computers and now AI — shape long-term economic advantages through their diffusion across the broader economy. "What really matters is not who pioneers
TAIWAN VALUE CHAIN: Foxtron is to fully own Luxgen following the transaction and it plans to launch a new electric model, the Foxtron Bria, in Taiwan next year Yulon Motor Co (裕隆汽車) yesterday said that its board of directors approved the disposal of its electric vehicle (EV) unit, Luxgen Motor Co (納智捷汽車), to Foxtron Vehicle Technologies Co (鴻華先進) for NT$787.6 million (US$24.98 million). Foxtron, a half-half joint venture between Yulon affiliate Hua-Chuang Automobile Information Technical Center Co (華創車電) and Hon Hai Precision Industry Co (鴻海精密), expects to wrap up the deal in the first quarter of next year. Foxtron would fully own Luxgen following the transaction, including five car distributing companies, outlets and all employees. The deal is subject to the approval of the Fair Trade Commission, Foxtron said. “Foxtron will be
In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent: a prototype of a machine capable of producing the cutting-edge semiconductor chips that power artificial intelligence (AI), smartphones and weapons central to Western military dominance, Reuters has learned. Completed early this year and undergoing testing, the prototype fills nearly an entire factory floor. It was built by a team of former engineers from Dutch semiconductor giant ASML who reverse-engineered the company’s extreme ultraviolet lithography (EUV) machines, according to two people with knowledge of the project. EUV machines sit at the heart of a technological Cold
RSS