Taipei-based tech journo for Bloomberg: Foxconn, HTC, TSMC, thus Apple, Xiaomi. Follow me for scoops on the tech supply chain. I represent myself, not my boss

Hon Hai Profit Surges to Record as IPhones Retake Lead — (Bloomberg) -- Hon Hai Precision Industry Co. posted record profit as the assembler of Apple Inc. devices benefited from the iPhone's gain in global market share. Fourth-quarter net income climbed 33 percent to NT$56.7 billion ($1.8 billion), according to figures derived from full-year results filed to the Taiwan Stock Exchange on Monday.

TSMC Drops as Weakening Smartphone Market Threatens Chip Demand — (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. fell for a fifth day in Taipei trading, its longest losing streak in two years, after at least four analysts published reports saying a stronger U.S. dollar may weaken smartphone chip demand. The shares dropped 1 percent to NT$144 as of 10:58 a.m.

Apple Said to Start China IPhone Trade-In Program With Foxconn — (Bloomberg) -- Apple Inc. plans to introduce a trade-in program for iPhones in China, people familiar with the effort said, after a similar program bolstered sales in the U.S. Consumers will be able to take older iPhones to Apple stores in China for credit against the company's products as soon as March 31, the people said, asking not to be identified because the details aren't public.

Delta Looks to Robots, Electric Cars to Stem PC Slump — (Bloomberg) -- Computer makers including Apple Inc. and Dell Inc. have turned to Delta Electronics Inc. to power their PCs for the past decade. Now, the supplier is moving into electric vehicles and factory robots. "It's a natural evolution," Yancey Hai, chairman of the Taipei-based company, said of the release last year of its first robot.

Taiwan Said to Expand TransAsia Pilot Testing to Airbus Fleet — (Bloomberg) -- Taiwan's Civil Aeronautics Administration has expanded testing of TransAsia Airways Corp. pilots to those flying its Airbus Group NV planes after a fatal crash last month, according to officials familiar with the plan.

HTC Chairwoman Cher Wang Takes Over CEO Role From Peter Chou — (Bloomberg) -- HTC Corp. Chairwoman Cher Wang took the role of chief executive officer, replacing Peter Chou after three years of declining sales at the Taiwanese smartphone maker. Chou, who also held the title of president, will remain at the company in a new role as head of the HTC Future Development Lab, the company said in a statement.

HP Said to Narrow Bidder List for $2.5 Billion China Units Sale — (Bloomberg) -- Hewlett-Packard Co., the world's second-biggest computer maker, has narrowed the list of bidders for control of two Chinese units that could fetch more than $2.5 billion, people familiar with the matter said. Tsinghua Unigroup Ltd., ICBC International Ltd.'s direct-investment arm RT Capital and state-owned China Huaxin Post & Telecommunication Economy Development Center have been shortlisted, the people said.

What it’s like to wear Valve and HTC’s Vive VR headset — The instructions I received by phone were simple and cryptic: Turn up at the appointed hour. HTC had something to show me, and they weren't dropping any hints as to what it was.

Apple said to delay larger iPad output on panel challenges — A file photo of an iPad on display. A new big-screen tablet is part of CEO Tim Cook's effort to reinvigorate the iPad product line, where sales have declined for four straight quarters. Photo: AFP Taipei/San Francisco: Apple Inc., which has seen stagnating iPad sales, will delay the start of manufacturing for a larger- screened version of the tablet, people with knowledge of the matter said.

How Alibaba's U.S. IPO Got the Company Ordered Out of Taiwan — Taiwan wants to kick out because it's Chinese. Of course, everybody has known since its inception that Alibaba, the world's largest e-commerce operator, is Chinese. What's operating in Taiwan, however, is Singapore E-Commerce Private Ltd.
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Mar 30, 2015

Who said manufacturing is a margin-cutting game? iPhone maker & Foxconn flagship Hon Hai just posted its widest Operating Margin in 5yrs.

Mar 30, 2015

ASSEMBLING PROFITS: Foxconn flagship Hon Hai posts 33% rise in 4Q net, beats the street. Despite making iPhones, sales up only 13%.

Mar 28, 2015

@miasaini baby's first hack! must be so proud..

Mar 27, 2015

It's an ex-HTC kinda day @JonahABecker is departing One&Co/HTC & invites went out for @horaceluke @jasongordanhk new venture: Gogoro

Mar 27, 2015

RT @JonahABecker: It's been an amazing seventeen year journey with One & Co and HTC, but it's time for a new adventure. Stay tuned for deta…

Mar 26, 2015

Citigroup cuts China smartphone growth forecast 40% Now sees 12% growth in 2015 from 21% Downgrades TSMC for first time since 2011

Mar 26, 2015

TSMC tells me: may revise down foundry gwth forecast as strong USD hits end demand. Citi yesterday cut its smartphone growth outlook 18%

Mar 26, 2015


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