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Taiwan Chipset Makers Sales Improve

SiS, VIA and ULi reported slight sequential growth in their July revenues and the vendors expect revenues to continue increasing through the end of the year, as Intel reduces its presence in the entry-level chipset market. SiS, a chief supplier of entry-level chipsets for the Intel platform, may enjoy revenue growth of more than 30% in the third quarter, whereas VIA and ULi may see growth of more than 20%. ULi anticipates shipments of its southbridges (M1573/M1575) bundled with ATI chipsets will climb significantly from August, as the RC410 from ATI is currently the only chipset comparable to the Intel 915PL/GL series.

SiS, VIA and ULi reported slight sequential growth in their July revenues and the vendors expect revenues to continue increasing through the end of the year, as Intel reduces its presence in the entry-level chipset market. SiS, a chief supplier of entry-level chipsets for the Intel platform, may enjoy revenue growth of more than 30% in the third quarter, whereas VIA and ULi may see growth of more than 20%. ULi anticipates shipments of its southbridges (M1573/M1575) bundled with ATI chipsets will climb significantly from August, as the RC410 from ATI is currently the only chipset comparable to the Intel 915PL/GL series.

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