First tier notebook shipments will miss
2006 targets. Things are even worse for Taiwan's second
tier notebook manufactureres and they're hurting. Both TSMC and UMC see
in the fourth quarter. Man things are bad everywhere and SiS
and VIA are suffering.
Taiwan-based chipset vendors VIA Technologies and Silicon Integrated System
(SiS), which both posted sequential revenue declines in June, may continue suffering
from unimproved performance in July, according to the Chinese-language Commercial
Times. Since CPU prices are expected to decline in the end of July, with following
PC inventory reductions, the two chipset makers will likely not see their sales
increased this month, continuing to suffer from the slowdown in the global PC
market, the paper noted. Supported by the new CPU prices and back-to-school
demand, the worldwide PC market will start picking up in August, the paper said.