ELECTRONICS
Delta revenue edges higher
Delta Electronics Co (台達電) yesterday posted revenue of NT$22.67 billion (US$743.23 million) for last month, an increase of 2.48 percent year-on-year. However, revenue contracted 1.95 percent on a monthly basis compared with NT$23.12 billion in October. A revenue breakdown showed that the power electronics segment continued to bring in the bulk of revenue, 51 percent, down slightly from 53 percent the previous month. The infrastructure segment remained the second-most important business, contributing 35 percent to overall revenue, while the automation segment increased slightly by contributing 14 percent. Aggregate revenue totaled NT$245.73 billion from January to last month, up 13.86 percent year-on-year.
RETAIL
PChome launches e-coupons
PChome Online Inc (網路家庭) yesterday announced it is to cooperate with Contact Digital Integration Co Ltd (康太數位), also known as 17Life, to launch sales of electronic coupons on its e-commerce platform. Through a collaboration between 17Life and Shin Kong Mitsukoshi Department Store Co (新光三越百貨), the coupons can be used to purchase more than 300 products, ranging from food, hotel reservations, spa treatments, tour tickets and experimental courses, PChome said, adding that customers can also complete the transactions with Pi coins, the company’s online payment system. PChome said it aims to expand the usage of coupons to restaurant chains including Wowprime Corp (王品) and McDonald’s Corp, as well as buffet companies, hotels and resorts.
RETAIL
Revenue hits record high
Kuobrothers Corp (創業家兄弟) yesterday posted record high revenue of NT$541.46 million for last month on the back of Double 11 Singles’ Day sales. Apple Inc’s second-generation AirPods were a hit during the annual shopping event, while sales of toilet paper, heaters, and seasonal food and beverage products also surged, the company said. Kuobrothers said the implementation of Line Corp’s Messaging API system in the second half of this year has allowed it to obtain more insight into customers’ shopping preferences. The company said the conversion rate of orders received via its Line account increased 3.5 times on Nov. 11.
TELECOMS
Hsinchu 5G test completed
Chunghwa Telecom Co (中華電信), the nation’s biggest telecom, yesterday said that it has completed testing of the nation’s first 5G small-cell network in Hsinchu County’s Nanliao Fishing Port in collaboration with Nokia Oyj. The outdoor 5G network deployment is part of the government’s smart city program, the company said. The 5G network can be utilized for remote energy management of streets lights and other functions, such as traffic flow management, the company said in a statement.
EQUITIES
Shares buoyed by Wall St
The TAIEX yesterday closed higher after US markets posted gains at the end of last week following the release of strong job data in Washington, dealers said. The electronics sector remained the engine pushing the market higher, led by semiconductor and optoelectronics shares, but ongoing uncertainty over global trade limited the upward momentum, they said. The TAIEX closed up 51.13 points, or 0.44 percent, at 11,660.77 on turnover of NT$120.351 billion, Taiwan Stock Exchange data showed.
COMPETITION: AMD, Intel and Qualcomm are unveiling new laptop and desktop parts in Las Vegas, arguing their technologies provide the best performance for AI workloads Advanced Micro Devices Inc (AMD), the second-biggest maker of computer processors, said its chips are to be used by Dell Technologies Inc for the first time in PCs sold to businesses. The chipmaker unveiled new processors it says would make AMD-based PCs the best at running artificial intelligence (AI) software. Dell has decided to use the chips in some of its computers aimed at business customers, AMD executives said at CES in Las Vegas on Monday. Dell’s embrace of AMD for corporate PCs — it already uses the chipmaker for consumer devices — is another blow for Intel Corp as the company
ADVANCED: Previously, Taiwanese chip companies were restricted from building overseas fabs with technology less than two generations behind domestic factories Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp, would no longer be restricted from investing in next-generation 2-nanometer chip production in the US, the Ministry of Economic Affairs said yesterday. However, the ministry added that the world’s biggest contract chipmaker would not be making any reckless decisions, given the weight of its up to US$30 billion investment. To safeguard Taiwan’s chip technology advantages, the government has barred local chipmakers from making chips using more advanced technologies at their overseas factories, in China particularly. Chipmakers were previously only allowed to produce chips using less advanced technologies, specifically
MediaTek Inc (聯發科) yesterday said it is teaming up with Nvidia Corp to develop a new chip for artificial intelligence (AI) supercomputers that uses architecture licensed from Arm Holdings PLC. The new product is targeting AI researchers, data scientists and students rather than the mass PC market, the company said. The announcement comes as MediaTek makes efforts to add AI capabilities to its Dimensity chips for smartphones and tablets, Genio family for the Internet of Things devices, Pentonic series of smart TVs, Kompanio line of Arm-based Chromebooks, along with the Dimensity auto platform for vehicles. MeidaTek, the world’s largest chip designer for smartphones
TECH PULL: Electronics heavyweights also attracted strong buying ahead of the CES, analysts said. Meanwhile, Asian markets were mixed amid Trump’s incoming presidency Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) shares yesterday closed at a new high in the wake of a rally among tech stocks on Wall Street on Friday, moving the TAIEX sharply higher by more than 600 points. TSMC, the most heavily weighted stock in the TAIEX, rose 4.65 percent to close at a new high of NT$1,125, boosting its market value to NT$29.17 trillion (US$888 billion) and contributing about 400 points to the TAIEX’s rise. The TAIEX ended up 639.41 points, or 2.79 percent, at 23,547.71. Turnover totaled NT$406.478 billion, Taiwan Stock Exchange data showed. The surge in TSMC follows a positive performance
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