The nation’s major PC contract manufacturers yesterday said that their consolidated revenue fell for the second consecutive month last month, citing that the first quarter of a year is usually a weak season.
Compal Electronics Inc (仁寶電腦), the world’s second-largest contract laptop maker, yesterday posted a 5.9 percent drop in consolidated revenue of NT$57.18 billion (US$1.9 billion) for last month compared with NT$60.77 billion the previous month.
On an annual basis, the figure represents 30.3 percent growth from NT$43.75 billion.
Wistron Corp (緯創), the world’s third-biggest contract notebook maker, yesterday said its consolidated revenue fell 4.3 percent from NT$55.4 billion in December last year to NT$52.95 billion last month, which reflects 2.85 percent growth compared with the NT$51.48 billion posted in January last year.
Inventec Corp (英業達), the world’s fourth-largest contract laptop maker, for the first time submitted a filing to Taiwan Stock Market yesterday, and reported its monthly consolidated revenue after the government requested enterprises follow international financial reporting standards when making journal entries from the beginning of this year.
Inventec said its consolidated revenue was NT$34.63 billion last month, which represents a 5.94 percent increase from NT$32.69 billion in January last year.
Compal’s shares closed down 0.95 percent at NT$20.75 in Taipei trading on Wednesday ahead of the Lunar New Year holiday, while Wistron’s shares closed down 0.74 percent at NT$33.45 and Inventec’s shares closed down 0.84 percent at NT$11.85.
The TAIEX closed up 0.25 percent at 7,906.65 points on Wednesday.
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
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
ASE Technology Holding Co (ASE, 日月光投控), the world’s biggest chip assembly and testing service provider, yesterday said it would boost equipment capital expenditure by up to 16 percent for this year to cope with strong customer demand for artificial intelligence (AI) applications. Aside from AI, a growing demand for semiconductors used in the automotive and industrial sectors is to drive ASE’s capacity next year, the Kaohsiung-based company said. “We do see the disparity between AI and other general sectors, and that pretty much aligns the scenario in the first half of this year,” ASE chief operating officer Tien Wu (吳田玉) told an
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