Nanya Technology Corp (南亞科技), the nation’s biggest PC DRAM chipmaker, yesterday denied any knowledge of a plan to engage in technology and capital tie-up talks with Japan’s biggest memory chipmaker, Elpida Memory Inc, as has been reported in the media.
The Taoyuan-based chipmaker’s comments came after Nikkei Business Daily reported yesterday that Elpida Memory was set to start talks next month with Nanya to form an alliance. Creating a holding company was one of approaches being studied, the Nikkei said.
The speculation came after most local DRAM chipmakers drifted into deep losses because of weak chip prices, which have plunged over 55 percent since May this year, based on Taipei-based market researcher TrendForce Corp’s (集邦科技) tally.
“We hereby clarify that Nanya had not been informed of, nor acknowledged, the news,” Nanya spokesman Pai Pei-lin (白培霖) said in an e-mailed statement yesterday.
Nanya said it has no intention to drop its current technology and business partner Micron Technology Inc. Apart from jointly developing next-generation technologies with Micron, Nanya also formed a DRAM manufacturing venture, Inotera Memories Inc (華亞科技), with its US partner in Taiwan to produce memory chips.
Nanya reported its seventh quarterly loss for the third quarter, during which its losses widened to NT$12 billion (US$396 million).
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest contract chipmaker, yesterday said its materials management head, Vanessa Lee (李文如), had tendered her resignation for personal reasons. The personnel adjustment takes effect tomorrow, TSMC said in a statement. The latest development came one month after Lee reportedly took leave from the middle of last month. Cliff Hou (侯永清), senior vice president and deputy cochief operating officer, is to concurrently take on the role of head of the materials management division, which has been under his supervision, TSMC said. Lee, who joined TSMC in 2022, was appointed senior director of materials management and
Gudeng Precision Industrial Co (家登精密), the sole extreme ultraviolet pod supplier to Taiwan Semiconductor Manufacturing Co (台積電), yesterday said it has trimmed its revenue growth target for this year as US tariffs are likely to depress customer demand and weigh on the whole supply chain. Gudeng’s remarks came after the US on Monday notified 14 countries, including Japan and South Korea, of new tariff rates that are set to take effect on Aug. 1. Taiwan is still negotiating for a rate lower than the 32 percent “reciprocal” tariffs announced by the US in April, which it later postponed to today. The
MAJOR CONTRIBUTOR: Revenue from AI servers made up more than 50 percent of Wistron’s total server revenue in the second quarter, the company said Wistron Corp (緯創) on Tuesday reported a 135.6 percent year-on-year surge in revenue for last month, driven by strong demand for artificial intelligence (AI) servers, with the momentum expected to extend into the third quarter. Revenue last month reached NT$209.18 billion (US$7.2 billion), a record high for June, bringing second-quarter revenue to NT$551.29 billion, a 129.47 percent annual increase, the company said. Revenue in the first half of the year totaled NT$897.77 billion, up 87.36 percent from a year earlier and also a record high for the period, it said. The company remains cautiously optimistic about AI server shipments in the third quarter,
Nvidia Corp CEO Jensen Huang (黃仁勳) on Thursday met with US President Donald Trump at the White House, days before a planned trip to China by the head of the world’s most valuable chipmaker, people familiar with the matter said. Details of what the two men discussed were not immediately available, and the people familiar with the meeting declined to elaborate on the agenda. Spokespeople for the White House had no immediate comment. Nvidia declined to comment. Nvidia’s CEO has been vocal about the need for US companies to access the world’s largest semiconductor market and is a frequent visitor to China.
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