Taiwan's USB 3.0 Suppliers May Benefit From Damaged Renesas

Apr 29, 2011 Ι Industry In-Focus Ι Electronics and Computers Ι By Ken Liu, CENS
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Taipei, April 29, 2011 (CENS)--Taiwan's suppliers of USB 3.0 chips may receive rush orders from computer-components suppliers in the inventory-replenishment second quarter as a result of short supply at Renesas Electronics Corp., whose USB 3.0-chip factory in Naka, Ibaraki Prefecture han't returned to pre-quake level.

Industry watchers pointed out that many components suppliers operating on the OEM basis have begun turning to Fresco Logic Inc. and other manufacturers which have partnership with Taiwan's suppliers for the chips.

The Taiwan suppliers include Etron Technology Inc., Faraday Technology Corp., ASMedia Technology Inc., and JMicron Technology Corp.

Renesas, a world leading supplier of USB 3.0 chips, announced in mid-April that it would shift production at the Naka factory to its other factories outside the super quake-hit locations and resume production at the Naka factory.

Renesas shut down the factory shortly after the March 11 quake and ensuing tsunami that crippled many industries in northeastern Japan, where the Naka is located. Renesas estimated the factory to return to pre-quake level in mid0-July.

Normally, computer-components suppliers begin to pile up inventories in the second quarter. Industry executives estimated these suppliers' inventories of USB3.0 chips will deplete by the end of May.

Etron Chairman Nicky Lu said he has felt strong demands for the chips from OEM/ODM suppliers, with contracts flying to Taiwan's suppliers.

Major driver for USB3.0 demands is Intel Sandy Bridge platform, which supports the chip.
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