Intel platform migration and AMD K8 price cuts have Taiwan chipset vendors bullish on

No_Style · May 6, 2005, 10:29 PM

Taiwan’s major system chipset makers – VIA Technologies, Silicon Integrated Systems (SiS) and ULi Electronics – are all positive about the second quarter, as Intel’s aggressive move to phase out its 845 platform and price cuts for Advanced Micro Devices (AMD) K8 CPU should stimulate demand, the companies stated.

Intel’s more aggressive migration to the 915 platform starting this quarter should benefit the three chipset vendors, as they can pick up additional business in the entry-level market, the companies indicated. In addition, price cuts for AMD K8 processors has resulted in increased demand for the platform, which a key market segment for the three Taiwan vendors.

In April, Chipset shipments from VIA grew about 4% sequentially, with the K8 platform accounting for about 70% of its total shipments, the company said. Despite seasonality affecting second quarter results, the vendor anticipates its sales in the second quarter will remain flat on the first quarter, when VIA recorded NT$3.9 billion in revenues and NT$63 million in pretax profits.
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Read More/Source: DigiTimes

May 6, 2005, 10:29 PM	#1
No_Style Styleless Wonder Join Date: Jun 2002 Location: Ottawa, Ontario Posts: 6,034 Rep Power: 0	Intel platform migration and AMD K8 price cuts have Taiwan chipset vendors bullish on Taiwan’s major system chipset makers – VIA Technologies, Silicon Integrated Systems (SiS) and ULi Electronics – are all positive about the second quarter, as Intel’s aggressive move to phase out its 845 platform and price cuts for Advanced Micro Devices (AMD) K8 CPU should stimulate demand, the companies stated. Intel’s more aggressive migration to the 915 platform starting this quarter should benefit the three chipset vendors, as they can pick up additional business in the entry-level market, the companies indicated. In addition, price cuts for AMD K8 processors has resulted in increased demand for the platform, which a key market segment for the three Taiwan vendors. In April, Chipset shipments from VIA grew about 4% sequentially, with the K8 platform accounting for about 70% of its total shipments, the company said. Despite seasonality affecting second quarter results, the vendor anticipates its sales in the second quarter will remain flat on the first quarter, when VIA recorded NT$3.9 billion in revenues and NT$63 million in pretax profits. _______________ Read More/Source: DigiTimes __________________ "The Best Style Is No Style" Specifications Here