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　　UMC 起头65nm tapeout
　　UMC’s 总 裁声称UMC 有过渡从一个pure-play 铸造厂因为一IDM 与 65nm tapeout 已经开始当45nm 是提名发射在07/08 时。UMC 并且 期望90nm 贡献将上升到15% 和将超出20% 在4Q. [ UDN, 10月6 日]

　　DRAM 1H Oct contract prices to continue drop
　　Limited by a tight chipset supply and a weaker than expected long-holiday effect from China, observers believe that DRAM contract prices should continue to drop with both DDR and DDR2 module prices to drop by 3-5%. [Commercial Times, Oct 6]

　　MOEA minister claims 0.18-micron policy relaxation necessary
　　Although stressing the need for relaxing the IC production technology export policy from 0.25- to 0.18-microns, Taiwan's economics affairs minister also stressed that over expansion would pose a threat to Taiwan. [EDN, Oct 6]

　　Power protector maker Powertech Industrial reports Sep revenues shoot 80% on month
　　Powertech Industrial reports Sep revenues shot up by an approximate of 80% at NT$41.1m and the company expects orders to increase further in Oct and Nov. Power inverter maker Taipei Multipower Electronics, on the other hand, also saw steady shipment growth for LCD-related products, with Jul shipment amounts at 4.9m, Aug at 5.5m and Sep at 6m. [DigiTimes]

　　October 5

　　DisplaySearch: No management reshuffle after buyout by NPD Group
　　Ross Young, president of DisplaySearch, said that DisplaySearch, despite being bought out by NPD Group, would not be integrated into NPD operations and that there are no employee reductions associated with the acquisition. [DigiTimes]

　　STN LCD makers had strong revenues in Sep
　　Giantplus is expected to post the strongest sequential growth in Sep sales to NT$850m. Wintek's Sep sales hit a record within the past three months reaching NT$5.4b. [EDN, Oct 5]

　　CPT to finalize NT$13b bank loan
　　After signing a US$200m bank loan for 6G capacity expansion in July, the company will finalize signing a NT$13b bank loan by end of the week. [Apple Daily, Oct 5]

　　HannStar denies capital shortage
　　HannStar denies it will have a capital shortage, despite a Oct 14 deadline for a US$246m ECB and suppliers indicating the company may postpone paying loans. HannStar says it has NT$18b cash on hand and is only negotiating with several of its suppliers to prolong the account payable deadlines. [EDN, Oct 5]

　　Nikon debuts new WiFi DSCs
　　Nikon will introduce four new WiFi DSCs in Oct and the company aims to grab 15-20% share of the Taiwan market in 2005 upon the addition to product lines and satisfactory lens and manual cameras sales. [DigiTimes]

　　Memory makers shift back to DDR production upon high DDR2 inventory
　　As inventory for DDR2 remains high, memory makers shifted back to DDR production during Sep with consequences expected to emerge during late Oct to Nov. Industry observers believe that memory makers could make a better profit with the adjustment as they are able to catch the Christmas season demand. [DigiTimes]

　　NeoPac debuts 72W LED
　　NeoPac Lighting debuted a 72W LED, which is equal to a 200W incandescent lamp with a brightness of 1,800 Lumens. [DigiTimes]

　　DFI: ACP-motherboard contribution likely to exceed 70% of Sep revenues
　　DFI expects to see its ACP-motherboard sales to contribute more than 70% in Sep, up from 67% in Jul. In 2004, the ACP-motherboard business contributed 49.8% to DFI's full-year revenues. [DigiTimes]

　　LED backlight module in 7-inch LCDs to overtake CCFLs if quotes drop 27%
　　If quotes for LED-based backlight modules for the seven-inch TFT LCD segment dropped to US$5-5.50, the adoption will pick up, LED makers commented. In the seven-inch LCD panel segment, backlight modules based on CCFLs are currently priced at US$4.50, whereas quotes for LED-based units are US$7-8. [DigiTimes]

　　GPS specialist Holux looking to develop consumer electronics and car-use applications in 2006
　　Holux Technology reached monthly shipments of 50k GPS receivers to major IT vendors including Asustek, Acer, HP, and Dopod. The GPS module provider intends to extend its product line from GPS receivers and the PDA application to the consumer electronics and car-use segments next year. [DigiTimes]

　　Rising entry-level handset sales up STN/CSTN panel demand
　　Rising entry-level handset sales have driven up demand for STN/CSTN LCD panels. Wintek, the largest Taiwan-based STN LCD maker, stated that the contribution of the TFT LCD segment fell from 40% of total handset-use LCD panels in 2Q to 33-39% at present. [DigiTimes]

　　Asustek working on own-brand and manufacturing split
　　Asustek is currently working on separating its own-brand and manufacturing divisions in the next three years, according to company chairman Jonney Shih. By 3Q06, Asustek will move all of its OEM and entry-level branded notebook production to its new China plant in Nanhui, Shanghai. By the end of next year, the company is looking to migrate 80% of its own-brand production to the China plant. [DigiTimes]

　　Latest 24 hours news
　　Excerpts from the Greater-China press: October 7

　　BenQ’s consolidated revenues surge 60% sequentially in September

　　MediaTek September revenues hit record high

　　Synnex hits record monthly consolidated revenues for second time straight in September

　　Q&A: Asustek chairman talks about business expansion

　　Five STB makers select ANT and Alcatel joint solution for IPTV

　　Expected new Apple product causes NAND flash prices to rise

　　Asustek subsidiary Kinsus looking to buy COF substrate maker

　　Taiwan’s top three optical lens makers post record consolidated revenues for September

　　Information Network: US to capture half of global semiconductor processing equipment in 2005

　　ECS and Tatung in strategic alliance

　　GemTek to ship USB dongles to Nintendo in October

　　Sapphire debuts Radeon X1300 and X1800 XL graphics cards

　　IDC: LCD monitors expected to overtake CRTs as soon as early 2006 in the Asia/Pacific region

　　Lattice defines its role: Q&A with Alex Yang, Lattice Semiconductor

　　DRAM makers September sales: ProMOS up, PSC down

　　Innolux 4.5G capacity continues to ramp; company breaks even in September

　　Weak DDR2 pricing a drag on the market

　　Taiwan market: Optoma plans to launch 1080p projectors in 2Q06 priced up to 40% lower than current models

　　Epson: High resolution and low prices are the future trends for projectors