Inventec Corp (英業達) reported that revenue last month increased 6.24 percent year-on-year to NT$47.71 billion (US$1.53 billion) from NT$44.91 billion a year earlier, thanks to rush orders before the G20 summit in Japan, a company official told the Taipei Times by telephone yesterday on condition of anonymity.
“Some clients were worried that new US tariffs would take effect after the G20 [summit],” she said, referring to US President Donald Trump’s earlier threat of imposing a 25 percent surtax on US$300 billion of Chinese goods, including mobile phones and laptops.
“We shipped up to 1.9 million laptops last month,” the official said, adding that shipments would likely slow this quarter, as Trump agreed to halt the implementation of new tariffs.
As Intel Corp is making up for a shortage of central processing units, which plagued the PC industry in the first half of this year, Inventec said that it expects shipments to improve by next month.
“Shipments of servers for our enterprise clients will remain the same as last quarter,” she said.
The company expects single-digit percentage sales growth for smart devices in the second half of this year, she added.
Inventec is an original design manufacturer for various electronics and computers. It also serves as a key assembler of Apple Inc’s AirPods.
Last month, Inventec’s board of directors approved a plan to invest US$54.81 million by acquiring a 10 percent stake in US-based ZT Group International Inc, which provides hyperscale computer and storage solutions.
Company data showed that cumulative revenue from January to last month reached NT$242.67 billion, up 4.73 percent from NT$231.71 billion for the same period last year.
Separately, Asustek Computer Inc (華碩) reported that revenue last month fell 9.6 percent to NT$30.8 billion from NT$34.07 billion a year earlier, bringing overall second-quarter revenue to NT$74.2 billion, an annual decline of 8.8 percent.
The company attributed the lackluster performance to weakening demand in developing markets, brought on by the ongoing trade dispute between the US and China.
However, the company retains a positive outlook for the long term and plans to adjust its product portfolio in an effort to adapt to market changes, Asustek said in a statement.
Cumulative revenue in the first six months dropped 7.95 percent annually to NT$160.1 billion.
NEW IDENTITY: Known for its software, India has expanded into hardware, with its semiconductor industry growing from US$38bn in 2023 to US$45bn to US$50bn India on Saturday inaugurated its first semiconductor assembly and test facility, a milestone in the government’s push to reduce dependence on foreign chipmakers and stake a claim in a sector dominated by China. Indian Prime Minister Narendra Modi opened US firm Micron Technology Inc’s semiconductor assembly, test and packaging unit in his home state of Gujarat, hailing the “dawn of a new era” for India’s technology ambitions. “When young Indians look back in the future, they will see this decade as the turning point in our tech future,” Modi told the event, which was broadcast on his YouTube channel. The plant would convert
Nanya Technology Corp (南亞科技) yesterday said the DRAM supply crunch could extend through 2028, as the artificial intelligence (AI) boom has led the world’s major memory makers to dramatically reduce production of standard DRAM and allocate a significant portion of their capacity for high-bandwidth memory (HBM) chips. The most severe supply constraints would stretch to the first half of next year due to “very limited” increases in new DRAM capacity worldwide, Nanya Technology president Lee Pei-ing (李培瑛) told a news briefing. The company plans to increase monthly 12-inch wafer capacity to 20,000 in the first half of 2028 after a
Property transactions in the nation’s six special municipalities plunged last month, as a lengthy Lunar New Year holiday combined with ongoing credit tightening dampened housing market activity, data compiled by local land administration offices released on Monday showed. The six cities recorded a total of 10,480 property transfers last month, down 42.5 percent from January and marking the second-lowest monthly level on record, the data showed. “The sharp drop largely reflected seasonal factors and tighter credit conditions,” Evertrust Rehouse Co (永慶房屋) deputy research manager Chen Chin-ping (陳金萍) said. The nine-day Lunar New Year holiday fell in February this year, reducing
Zimbabwe’s ban on raw lithium exports is forcing Chinese miners to rethink their strategy, speeding up plans to process the metal locally instead of shipping it to China’s vast rechargeable battery industry. The country is Africa’s largest lithium producer and has one of the world’s largest reserves, according to the US Geological Survey (USGS). Zimbabwe already banned the export of lithium ore in 2022 and last year announced it would halt exports of lithium concentrates from January next year. However, on Wednesday it imposed the ban with immediate effect, leaving unclear what the lithium mining sector would do in the