Nanya Technology Corp (南亞科技) yesterday posted its best monthly revenue in 21 months as prices advanced 8.8 percent amid stronger-than-expected demand, boding well for the DRAM chipmaker’s revenue outlook.
Revenue rose 4.98 percent to NT$4.01 billion (US$125.5 million) last month, from NT$3.82 billion in October, the highest level since March last year. On an annual basis, revenue climbed 18.93 percent from NT$3.37 billion.
“Market demand is better than we previously thought,” Nanya spokesman Joseph Wu (吳志祥) said in a telephone call. “Demand continues to surpass supply.”
Nanya cannot increase its output as the Taoyuan-based chipmaker is preparing a test run of its technological conversion to next-generation 20-nanometer technology, Wu said.
Shipments fell about 4 percent last month from October, he said.
In October, Nanya president Lee Pei-ing (李培瑛) said he expected a persistent shortage of chips to boost average selling prices by 5 percent this quarter from the previous quarter.
Supply constraint would be across the board, from DRAM chips used in PCs and mobile phones to those for servers, he said.
“Now, we hold an even more optimistic [view],” Wu said.
In the first 11 months, Nanya posted revenue of NT$37.67 billion, down 7.3 percent from NT$40.31 billion in the same period last year.
ADATA Technology Co (威剛科技), a DRAM and NAND flash memory module supplier, also benefited from the industry’s recovery.
The company yesterday said its revenue fell less than 1 percent last month to NT$2.56 billion from NT$2.58 billion in October.
The October figure marked an 27-month high due to strong customer demand.
Compared with November last year, revenue jumped 49.6 percent from NT$1.72 billion.
“Chip supply is to remain tight over next three months,” ADATA said in a statement. “The company is bullish about demand for DRAM and NAND flash chips. The chip shortage will extend into the first quarter of next year.”
POTENTIAL SETBACK: Although Chinese chip designers and foundry firms already have US EDA software, they might be unable to update those programs under new US rules The US’ latest ban on advanced electronic design automation (EDA) software exports to China might hinder Chinese chip companies from accessing advanced semiconductor technology, as they attempt to upgrade to 3-nanometer processes in the next three to five years, market researcher TrendForce Corp (集邦科技) said yesterday. The US Department of Commerce’s Bureau of Industry and Security on Friday announced bans on EDA tools for gate-all-around field-effect transistors (GAAFET), a new-generation semiconductor technology that US chipmaker Intel Corp and Samsung Electronics Co from South Korea are adopting to make 4-nanometer and 3-nanometer chips. The bureau in a statement said that gate-all-around field-effect transistor
WIDENING THE FIELD: Human resources managers must drop prejudices regarding gender, appearance and age to find the best candidates, Micro Technology said The job market for Taiwan’s semiconductor industry remained tight this quarter, as hiring activity slowed from a record high last quarter, a survey released yesterday by online human resource firm 104 Job Bank (104人力銀行) showed. Ongoing labor shortages have prompted local semiconductor firms to recruit more women and foreigners in Taiwan and in Southeast Asia, the job bank said. The talent gap in the first quarter reached 35,000 people per month, a surge of 39.8 percent from the same period last year, as the contactless economy and digital transformation shore up demand for semiconductors, 104 Job Bank said in its annual report
POSITIVE CULTURE: Pursuing 12-inch wafers earlier than peers helped TSMC lead the industry, said a former executive, whose main regret was working for SMIC in China Corporate culture at Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is what made the chipmaker a leading player in the global industry, a former executive said in an interview with California’s Computer History Museum. “One of the really important reasons that TSMC succeeded” is the culture at the firm, where “if equipment went down at two o’clock in the morning, we just called an equipment engineer,” and the worker would not complain, said former TSMC joint chief operating officer Chiang Shan-yi (蔣尚義). “We didn’t really do anything special, anything great, but we didn’t make any major mistakes,” when compared with competitors, such
Cloud computing equipment company Wiwynn Corp (緯穎科技), which counts Meta Platforms Inc as one of its key customers, is boosting capacity expansion in Malaysia through a new investment of about NT$1.94 billion (US$64.7 million), it said yesterday in a statement filed with the Taiwan Stock Exchange. The investment, which aims to help the company with business development and strategic arrangements, would be made through subsidiary Wiwynn Technology Services Malaysia Sdn Bhd to build a new factory, Wiwynn said in the filing. The announcement came about one-and-a-half months after the company started phase II of its new server printed circuit board assembly (PCBA)