news
News
  • Winbond Accounting confirms Nuvoton’s acquisition of Panasonic Semiconductor loss

    Winbond Accounting confirms Nuvoton’s acquisition of Panasonic Semiconductor loss

    Dec 02, 2020

    The stock price of Winbond, a major memory manufacturer, bucked the trend when Taiwan stocks rose sharply on the 16th. The main reason was the third quarter 2020 financial report released last week. The net profit after tax for a single quarter was NT$331 million. , A significant decrease of 53.3% compared with the second quarter and a decrease of 44% compared with the same period in 2019, the EPS per share came to 0.08 yuan. Cumulatively, the net profit after tax for the first three quarters was 954 million yuan, a decrease of 35.06% from the same period in 2019, and EPS per share came to 0.24 yuan. Under this circumstance, the stock price of Winbond continued to be impacted. The closing price on the 16th came to 17.05 yuan, down 0.35 yuan, or 2.01%.According to the integrated financial report for the third quarter released by Winbond, the subsidiaries including Nuvoton Technology increased their management and R&D expenses, although the third quarter revenue was NT$16.034 billion, an increase of 25.76 compared to the second quarter, also an increase of 19.47% from the same period in 2019. Among them, the gross profit margin was 26.96%, a decrease of 2.34 percentage points from the second quarter and an increase of 0.47 percentage points from 2019. The net profit after tax came to 331 million yuan, a decrease of 53.3% from the second quarter and a decrease from the same period in 2019. 44%, EPS per share is 0.08 yuan.Analyzing its financial statements for the current quarter, after its subsidiary Nuvoton completed the acquisition of Panasonic Semiconductor in Japan in September, it immediately confirmed a loss of NT$254 million from Panasonic Semiconductor in Japan that month. Since Winbond holds a 59.8% stake in Nuvoton, it is also reflected in Winbond's consolidated financial report for the quarter.In fact, when Nuvoton previously acquired Japan’s Panasonic Semiconductor, the market discovered that since 2014, Panasonic Semiconductor has continued to reform and lose weight, including the transformation from IDM to Fab-lite, and continued sales of factories, hoping to stop using the asset-light model. Loss. Unfortunately, these methods did not work. As of 2018, although Panasonic Semiconductor's revenue was 92.2 billion yen (approximately NT$25.8 billion), its net loss after tax was as high as 23.5 billion yen (approximately NT$6.6 billion). . And such continuous losses finally made Panasonic decide to withdraw from the semiconductor industry, which also contributed to the acquisition of Nuvoton.Only after the acquisition of Panasonic Semiconductor, how Nuvoton deal with related losses has become the focus of attention. Market participants pointed out that although Nuvoton obtained the operating rights, patents, production equipment and personnel of Panasonic Semiconductor through mergers and acquisitions, it usually takes some time for Japanese semiconductor companies to adjust. If the merger is completed in September, Winbond Imme...

    Read More
  • 8-inch wafer foundry opens price increase mode until next year Q2

    8-inch wafer foundry opens price increase mode until next year Q2

    Nov 11, 2020

    Foundry production capacity is in short supply, including TSMC, UMC, Advanced Semiconductor Manufacturing Co., Ltd., and Power Semiconductor Manufacturing Co., Ltd. and other foundries in the fourth quarter. The orders will be fully booked. At present, in addition to TSMC’s clear decision not to raise prices, UMC has confirmed last week that 8-inch wafer capacity is insufficient. This year, it has raised prices in response to the additional demand of IC design plants, and will be more comprehensive next year. At the same time, recent orders for chips for smartphones and automobiles have been released significantly, foundry is under pressure, and production capacity has become tighter. The subsequent packaging and testing plants also have orders queuing, which has caused chip price increases. Follow up the price adjustment to pass on the cost pressure...Since the beginning of the year, due to the impact of the new crown epidemic, the global increase in home office and online education has led to an increase in the demand for notebook computers and tablet products, which has driven the growth of demand for driver ICs and other semiconductor products. In addition, Huawei has aggressively promoted before the ban takes effect. The OEM negotiates production capacity, and orders for small and medium-sized enterprises are delayed. Under the situation of multiple factors, the global 8-inch wafer production capacity is tight. In order to ensure sufficient production capacity, many IC design manufacturers have begun to actively book production capacity for next year, and some long-term orders have even been placed in the second quarter of 2021. Some IC design manufacturers said that the current foundry production capacity is very tight, and the delivery time has been extended a lot. The previous delivery time was about two months, but at this stage it has reached four months. Even with such a delivery date, it is still being snatched wildly, otherwise there will be a huge risk of delivery failure. Among them, the 8-inch production capacity is the most popular, especially in the Chinese mainland market, where the market has fully launched a price increase model. Following Chipone North and Fuman Electronics, the industry also reported that Novatek, the leader in panel driver ICs, and Duntek, the world’s largest touch IC manufacturer, raised product prices, and Novatek’s increase rate reached 10%-15%. The increase depends on different customers.8-inch wafer foundry capacity continues to be tightHua Hong Semiconductor has three 8-inch wafer fabs with a monthly capacity of approximately 180,000 wafers; it has a 12-inch wafer fab with a monthly production capacity of 40,000 wafers. CICC's recent survey minutes on Hua Hong Semiconductor show that the 8-inch wafer production line is operating at full capacity.  As the supply of 8-inch wafers exceeds demand, some manufacturers have also increased product prices. According to Free Finance reports, UMC’s 8-i...

    Read More
  • Spreading out of stock! Crystal oscillator manufacturers announce price increases

    Spreading out of stock! Crystal oscillator manufacturers announce price increases

    Oct 21, 2020

    As the agent of the crystal oscillator, as far as the editor knows, recently, a domestic crystal oscillator company issued a price adjustment announcement. The company said that from September 26, 2020, the shipping price of a certain model of product will be appropriately increased. The price is increased by more than 15% on the basis of the current price, and the increase of special frequency points depends on different situations.The company said that due to the recent changes in the domestic and foreign trade environment, the cost of various raw materials has risen, and the cost of products has continued to rise. The pressure on the cost of some of the company's products has gradually increased, and the pressure caused by rising costs cannot be relieved through internal mining . At the same time, in order to continuously introduce more low-power, ultra-small, high-quality new products, the company has increased its R&D investment, which has led to a substantial increase in the company's production and operating costs.Crystal oscillators are now in short supply, many models are out of stock, and prices fluctuate every day, such as 3215 package, 32.768MHZ is super short, there is no resources, it doesn't matter, there is no stock at all.In fact, on August 26th, crystal oscillator manufacturers stated that due to the combined factors such as rising raw materials, key technology and process upgrades, demand growth, and changes in supply and demand, the prices of their products have increased to a certain extent.It is reported that the current delivery time of the crystal oscillator market is not very good. Although the current delivery time has improved compared with the beginning of the year, there are still some shortages. It is expected that it will improve by the end of this year or early next year.Crystal oscillator is ubiquitous in electronic equipment. It is an indispensable basic component for clock frequency and reference frequency signals in electronic circuits. It is widely used in 5G equipment, automotive electronics, mobile terminals, smart wearables, home appliances, computer phones, medical equipment and other fields .Since the beginning of this year, TWS headsets are in a period of rapid growth, single product prices are high, and industry profit margins are also high, and they are leveraging a market of nearly 10 billion yuan. In TWS headsets, the market demand for thermal crystal oscillators such as 2520 and 2016, which are small, high-precision, and low-power consumption, is also increasing. In addition, high-tech fields such as 5G base stations, automotive electronics, and the Internet of Things have a high demand for temperature-compensated crystals and thermal crystals in two sizes of 2520. Orders for this model of products have increased, gradually showing a trend of rising volume and price.Data shows that the current global crystal oscillator industry market is gradually increasing. With the gradual expansi...

    Read More
  • Indasina company inside PK competition in September had been ended successfully

    Indasina company inside PK competition in September had been ended successfully

    Oct 10, 2020

    Indasina Group internal business PK competition had been finished in September end. After a month of careful preparation and numerous tests of business, two groups Domestic team and Overseas team had been successfully climbing the company's performance history to break the peak again and show their elegant appearance.In this competition, both teams and sales fully embody the spirit of "to be the first to carry", try their biggest efforts to win themself and also don't forget Team-work. Every one's success may vary, but please believe, success requires every people who want to succeed to strive, to struggle, and each of the road to success, it is full of frustrations, only those who believe that their goal, continuous efforts, and constantly struggle, to achieve the final success, there are several colleagues in the circle of war "by leaps and bounds, day order full highest award, order quantity up to the highest award, best growth award prize, the completion rate, the highest prize in GP, etc."If good sales amount are achieved, I will let every employee have a red packet" is a promise made by Sales Manager in early September. Today, he fulfills his promise. Every colleague who received the red packet was very excited and happy.Although September has passed, 2020 is not over yet, and there is only one season left. We will continue to make much better.

    Read More
1 2 3 4 5 >>
[  a total ofA total of  5  pagespages]

Please tell us your needs

Indasina, a group corporation composed of factories, is committed to a variety of electronic products and the overall customized solutions.

partners 8
Partners7
Partners6
Partners5
Partners4
Partners3
Partners2
Partners1
Leave a message Request A Free Quote
If you are interested in our products and want to know more details,please leave a message here,we will reply you as soon as we can.