Tuesday, August 10, 2004
VIA Technologies and Silicon Integrated Systems (SiS) are expecting higher chipset shipments in third quarter as the level of non-Intel chipsets inventories going to increase reported by Taiwan motherboard makers.
VIA expects its chipset shipments to grow 15-18% sequentially in the third quarter and forecast to hit NT$5 billion in total revenues for third quarter, up 11.4% from NT$4.49 billion in the second quarter. SiS expects its third-quarter chipset shipments to increase 25% sequentially that could help the company to rake a total NT$2.7 billion in revenues for the third quarter, up from NT$2.19 billion in the second quarter.
Separately, Intel plans to cut prices for a complete lineup of its chipsets, including the 915 family before the end of third quarter. The first wave of reduce price is on August 22nd on Intel's socket LGA 775 Pentium 4 and Celeron D processors. Current sales of devices that support the 915 platform, including sales of socket LGA 775 CPUs, 915 chipsets and PCIe graphics cards have lagged far behind expectations, with PC users reluctant to adopt the new platform. However, Intel will adjust its popular 865 family by an average of US$0.30-0.40 per unit.
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