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Apparently, Silicon Integrated Systems managed to outpace VIA Technologies last month by posting larger revenue. This is another milestone in the success of the number two chipset designer in Taiwan.

Silicon Integrated Systems posted monthly revenue for May of approximately $33 million based on the company’s preliminary estimate. This is a 10% increase over May 2002, but a decrease of 25% over April 2003. The 2003 year-to-date revenue is estimated at $218 million, a 30% increase over the same period a year ago. In contrast, VIA’s sales have been shrinking for more than 1.5 years now. For the sake of truth I must say that VIA’s year-to-date revenues are still higher compared to SiS’ figure and the Taipei-based company still have a lot of promising projects and products in its roadmap, however, the recent market trends show that SiS is able to perform better and better every month, whereas VIA Technologies is not.

SiS indicates that the sales decline in May could be attributed to the weakening demand caused by seasonality effect and SARS. I think that recent success of Intel and NVIDIA chipsets in Socket 478 and Socket A markets respectively also impact negatively on the sales of Taiwanese chipset designers.

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