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Semiconductors and Other Short StoriesSemiconductors and Other Short StoriesNews and comments around the world of semiconductors Articles
PA manufacturers: Triquint, Skyworks
2007-10-25 20:30:00 TriquintWith record orders received in its latest quarter, CEO Ralph Quinsey says that TriQuint's handset product pipeline is "more exciting than ever".GaAs chip maker TriQuint Semiconductor posted revenue of $122.9 million and received all-time-record bookings of $144 million in its latest financial quarter.The firm, which is headquartered in Oregon, witnessed massive growth in sales of transmit modules for all kinds of cell phone handsets, but particularly for CDMA phones.Now responsible for just over half of TriQuint's revenue, sales of products for use in handsets were up 35 percent compared with last year. CEO Ralph Quinsey indicated that there would be more growth in the near future, saying:"[Our] handset product pipeline is more exciting now than it has ever been."[read more here]Skyworks3G prompts 6-inch switch for Skyworks from CompoundSemiconductor.net NewsThe Massachusetts-based firm is the latest GaAs company to unveil plans for a major capacity expansion - although it... More About: Manufacturers , A Man
Chip Planning
2007-10-23 23:21:00 Two interesting websites monitoring new IP cores and news:1.Design-Reuse2.Chip Estimate More About: Planning
Save energy, buy more ICs..
2007-10-23 19:22:00 From EETimes...MUNICH, Germany — The European Nanoelectronics Initiative Advisory Council (ENIAC) has named increased energy efficiency of electronic equipment as a major research target. Up to 30 percent of the world's electrical energy consumption could be saved by using intelligent energy management functions, believes ENIAC Chairman Wolfgang Ziebart.What is ENIAC? Find it out here and here. More About: Energy , Save
Cisco acquires access to WiMax core competences: Navini
2007-10-23 19:14:00 Donegan, from Heavy Reading commented as follows:"This marks a departure for Cisco into the outdoor radio networking environment," says Donegan. "In the initial stages, the company is likely to find it tough going against the likes of Motorola and Nortel that have been players in outdoor radio networking going back twenty years or more.""RF in outdoor environments is a black art," says Donegan. "Navini gives them some of skill sets needed to become practitioners in that black art but they will need a lot more."Cisco says it plans to integrate Navini into its wireless networking business unit in the Ethernet and wireless technology group. The acquisition is expected to close in the second quarter of Cisco's 2008 fiscal year. More details on Unstrung. More About: Core , Wimax , Access
Venture Camp
2007-10-22 23:56:00 Excellent stuff!Check it out: http://barcamp.org/Venture Camp Introductio n"Stay Hungry, Stay Foolish"Ideas, expertise and testimonials to build a Venture Capital ecosystem.VentureCamp is a BarCamp, an unconference, dedicated to Venture Capital. From experiences in the USA to innovation funding needs in Italy, we'll speak directly with Venture Capitalists, first generation entrepreneurs, and people from both countries.You are all invited to contribute. Come and discover what's right, and what's wrong, about Venture Capital.Find out about Angel Investors -- the real grassroots capitalists, who bring their own money and experience to help new venture grow and reach their full potential. We'll have some Italian Angel investors, who will have just returned from a week-long trip to the American heartland -- Milwaukee (the home of Harley Davidson) and Kansas City, the home of the Kauffman Foundation, where they will have explored how angel investing is done in the United States. In the U...
Nokia's margins
2007-10-22 23:45:00 Rock solid in the midst of a transformational move (to services): impressive.With the widest range of phones of any handset maker, Nokia is managing to do well in low-end phones, top-of-the-line, and pretty much everything in between. "We can make money on a €300 phone, a €150 phone, or a €30 phone, and nobody else has been able to do that last part," says Rick Simonson, Nokia's chief financial officer in an interview. "Even when we are selling a €30 device, we are making gross margins in the high 20% range," he says.
UK semiconductors jobs in Google map
2007-09-15 15:22:00 Very cool map of featured jobs in the semiconductor sector by Electronics Weekly, check it out here. More About: Google , Jobs , Mico
PVCS: Positive outlook on solar semi
2007-09-12 00:12:00 From today's Interim Results:Outlook PV Crystalox Solar continues to make progress in discussions with customers interms of negotiating longer term contracts and expects to announce definitive agreements before the year end.Additional polysilicon from existing contracts started to be delivered in July,bringing the total expected quantity of polysilicon to 1,280 MT for 2007. Supplyof scrap silicon has tightened during the second half of 2007 and is beingpartially offset by increased levels of recycling. As a result we expect to be alittle below our targets for overall sourcing of feedstock in 2007. However,higher wafer prices have compensated and are expected to continue to compensatefor this effect and the Company anticipates that this position will continue forat least the remainder of 2007. Accordingly, we are confident about the outlookfor the full year 2007.Generally the generation of solar electricity is becoming increasingly importantthroughout the world; with the world market... More About: Semi , Positive
Travelling On The Silicon Road
2007-09-11 20:45:00 I've found another blog.. More About: Travelling , Road , Silicon
Beken Corporation: Red Herring Asia competition
2007-09-03 00:39:00 China led the way in this year’s Red Herring 100 Asia competition, with 37 Chinese startups selected as winners this year. Top startups included streaming video ad network CTS, fabless chipmaker Beken and diagnostic testing company Beijing Chemclin Biotech.Watch out Beken, saying that they are ambitious is an understatement:Beken Corporation is a fabless design house providing IC solutions for wireless applications such as cordless phones, industrial control, consumer game control, meter reading, wireless audio, security surveillance and wireless toys. Beken builds up its product portfolio based on RF-CMOS transceiver technology , operating ...Our goal is to become the world leading IC supplier for wireless applications More About: Competition
Micron imaging's business line to private equity
2007-09-03 00:13:00 It looks like they're going to eat another one.Let's see what happens, watch this space. More About: Business , Private Equity , Private , Line , Riva
Home Entertainment and Digital Consumer Semiconductors: Christos Lagomichos
2007-09-01 11:58:00 From his bio he looks like a guru in his field, and STM enjoys a leadership position thanks to him. It's interesting to see what he can achieve at NXP, his track record certainly gives solid prospects.There is still (July 2007) his bio in the STM website, probably not for long though:Christos Lagomichos was born in Katerini, Greece, in 1955. He graduated from the Technical University of Munich in 1981 with a degree in electronic engineering. He began his professional career in design engineering with Siemens Neuperlach, Munich, in 1983. Lagomichos joined ST in Munich in 1985 as a design engineer, and became head of the Munich Design Center for digital applications in 1988. The following year, he accepted a position as Product Marketing Manager of ST’s Semicustom Business Unit at the Company’s site in Agrate, Italy. ... More About: Entertainment , Home , Consumer , Digital
Trendalyzer: Life to the analytics
2007-08-29 21:33:00 Let me share this short story..Trendalyzer and Gapminder.I discovered (late) the existence of this brilliant idea by Hans Rosling.He's given a breath of life to the analytics, which are dead numbers by definition.Check this talk that he gave recently, I think it's great.You can also play online with Trendalyzer here, enjoy.. More About: Life , Analytics , Renda , Anal
Sramana Mitra
2007-08-28 20:37:00 I have just discovered a great blog on entrepreneurship, strategy and technology.I need to shared it, as well as the Einstein's quote on its pages:Sramana Mitrahttp://sramanamitra.com/Sramana Mitra has been an entrepreneur and a strategy consultant in Silicon Valley since 1994. Her fields of experience span from hard core technology disciplines like semiconductors to sophisticated consumer marketing industries including fashion and education.Albert Einstein“Anyone who has never made a mistake has never tried anything new.”
Blogs with a focus on the semiconductor industry
2007-08-28 18:30:00 I have been googling and looking for other blogs which focus on the semi industry, from innovation and manufacturing strategies to the M&A (or I should say private equity) frenzy of the last months.Some of them ended up in my blogroll, but I am sure that there is more out there, can you post your suggestions? Looking forwad to them.. More About: Industry , Blogs , Semiconductor , Focus , Mico
Triquint acquires Peak Devices for 15M USD in cash
2007-08-28 00:45:00 Interesting news on consolidation in the RF space..RFMD strikes, Triquint replies (on a smaller scale)..--------------------------------- -------------------Oregon's TriQuint Semiconductor is set to acquire the fabless RF transistor supplier Peak Devices for $15 million in cash. Based in Boulder, Colorado, Peak currently has just sixteen employees, ten of whom are experienced RF engineers, and registered sales of $2.6 million in the first half of 2007. Peak designs and sells a variety of silicon-based RF semiconductors for applications in broadcasting, wireless networks and defense. Its product lines include transistors previously supplied by Agere Systems, Infineon and Avnet. While those sales will add immediately to TriQuint's revenue, and also help to top up profits, TriQuint CEO Ralph Quinsey placed more emphasis on a proprietary semiconductor technology that Peak's engineers have developed more recently. Called "WiMOS", this wide-bandwidth design is said to allow a single... More About: Cash
MIPS acquires ChipIdea for 147M USD in cash
2007-08-28 00:37:00 MIPS chose Chipidea for two reasons: its strong customer base and its financial robustness. Moreover, two-thirds of MIPS' customer bases overlap with those of Chipidea. They include: Toshiba, Sharp, NXP Semiconductors, STMicroelectronics, Zoran, Qualcomm, Texas Instruments and others. More in the EETimes website here More About: Cash
Good news for 2H, end of a bloody semi cycle?
2007-08-20 21:45:00 Analysts at JP Morgan say that the performance of the European semiconductors industry is likely to be healthy in 2H.In a research note published this morning, the analysts mention that inventories in the sector have been worked out. The cycle in the industry bottomed out in 2Q, the analysts add. These two factors should give enough reason for the industry to ramp up production in 2H and ASML and Infineon continue to be the "top picks" in the sector, JP Morgan says.[newratings.com] More About: News , Cycle , Good News , Semi , Good
Credit crunch and Semiconductors companies
2007-08-16 18:36:00 Sell-off. That's what we have been reading in the last month on the front page of Reuters or FT.Certainly this credit crunch, due to the subprime disaster, has stopped the private equity frenzy around the semiconductor companies which we have seen lately.The bath blood is private and public.KKR Financial's >30% drop with a loss of $40m on residential mortgages, Blackstone falling everyday, the SOXX index loosing more 100 points since July 17, and..so on and so forth..Anyway, where is the bottom? More About: Companies , Credit , Crunch , Mico
RFMD to expand its portfolio beyond mobile: $900 million for Sirenza Microd
2007-08-14 23:59:00 I have always admired RFMD.Before and after reading Fire in The Belly.Engineering and Management. Consistency and credibility. More About: Mobile , Portfolio , Million , Bile
European consolidation: STMicroelectronics + Infineon
2007-08-14 23:37:00 Few articles today about the shouted rumor about the merge between STMicroelectronics and Infineon .Electronics Weekly: STMicroelectronics Infineon buy makes sense, says analystEETimes: ST may buy Infineon, says report Evertiq: Is ST interested in acquiring Infineon?It makes a lot of sense.Complementary and strategic, a more than 10 billion company, size and customers in the right places, and memories in a drifting corner.European consolidation. More About: Dati , Soli , Rope
Ofcom UWB Regulations 2007 on 13 August
2007-08-09 22:16:00 The regulations basically mean that the devices can be made and used without a licence, just as they currently are in the USA and Japan.The move will open the floodgates for Certified Wireless USB devices to be sold in the UK. Belkin already has a hub in the US, while camera and printer manufacturers are keen to add wireless connectivity to their devices.The official Ofcom document is here.“Where possible, we want to remove restrictions on the use of spectrum to allow the market to develop new and innovative services, such as UWB,” said Ofcom’s chief executive, Ed Richards. More About: Regulations , August , N 13
Nokia new IC strategy: licensing and preferred suppliers by technology
2007-08-08 19:32:00 Nokia will however continue to develop its leading modem technology, which includes protocol software and related digital design for WCDMA/GSM and its evolution. Nokia will then license this modem technology to its chipset manufacturers, who will use it in the chipsets they develop and produce for Nokia and - if they so decide - in the chipsets they produce for the open market.Based on this renewed strategy, Nokia is now working with four chipset suppliers.Texas Instruments continues to be a broad scope supplier across all protocols;Broadcom has been chosen as a supplier in EDGE;Infineon Technologies as a supplier in GSM;STMicroelectronics as a supplier in 3G.Nokia press release is hereBroadcom press release on the BCM21331 EDGE platform ("Venus") is hereSTMicroelectronics press release about the transferring of a part of Nokia’s Integrated Circuit (IC) operations to STMicroelectronics is here More About: Technology , Nokia , Strategy , Suppliers , Licensing
Books: Introduction to Semiconductor Marketing
2007-08-07 23:38:00 I have recently read this book by Alireza Servati and Simon Anthony.Fully agree with the editorial review on Amazon: "The Introduction to Semiconductor Marketing is a unique marketing primer for semiconductor industry professionals. This primer describes in detail fundamental marketing concepts coupled with useful product marketing and product management procedures. This book is especially useful to people new to semiconductor product marketing or those who are in a start up environment and may need help in marketing and positioning their products. Topics covered by this guidebook include: marketing basics, product positioning, segmenting and targeting markets, basic product management and business planning, marketing organizations, marketing requirements documents, marketing and relationships with engineering and sales among other topics."Any other recommendations for good books on similar topics? Sales, Marketing, Product and Business Development applied to the Semiconductors Indu... More About: Books , Mico
MOTOMAGX Mobile Linux Platform: New Developer Tools = New Mobile Experience
2007-08-07 23:26:00 Longlife to Moto if they succed in pushing up Linux and pushing down Windows Mobile ...Symbian is another story.Motorola Unveils MOTOMAGX Mobile Linux PlatformSAN FRANCISCO, Aug. 7 -- LINUXWORLD - Motorola, Inc. today announced a significant step in its commitment to mobile Linux and rich experience creation by introducing MOTOMAGX, its next generation mobile Linux platform. Building on the global success of Motorola's earlier Linux-based platforms, MOTOMAGX lays the foundation to deliver new levels of openness, flexibility and support for third-party applications on Motorola mobile devices.A leader in mobile Linux, Motorola has sold more than 9 million Linux-based handsets worldwide -- and this is just the beginning. In the next few years, up to 60% of Motorola's handset portfolio is expected to be based on Linux, with the MOTOMAGX platform playing a key role in supporting this strategy. Offering unmatched innovation driven by a robust developer ecosystem, Motorola has chosen Linu... More About: Tools , Developer , Experience
How Infineon will get rid of Qimonda: Fast Track
2007-08-07 00:01:00 Business & Financial Press August 6, 2007 Neubiberg, Germany – August 6, 2007 – Infineon Technologies AG (FSE/NYSE: IFX) further specified the divestiture of its interest in Qimonda. Accordingly, Infineon aims to reduce its stake in Qimonda to significantly below 50 per cent not later than by the Annual Shareholder Meeting 2009. The company will continue executing its strategy to reduce its stake through secondary offerings and other capital markets measures. Any cash inflow from such sales is to be used for selective acquisitions to strengthen Infineon's business or to repurchase Infineon shares. The plan also envisages taking all necessary measures at the Annual Shareholder Meeting 2008 required to enable distribution of Qimonda shares as a dividend in kind to Infineon shareholders. Such a dividend would then be possible after the Annual Shareholder Meeting 2009."Carving-out and listing our memory business last year effectiv... More About: Fast , Track
Paul Otellini, Intel's CEO, attacks the healthcare industry for its resista
2007-08-06 23:54:00 “It is the slowest moving industry in the world,” he told the Financial Times. “And one indicator of that is, of all the major industries in the world, it is the least penetrated by IT.”He sees technology helping by providing systems for people to monitor their health at home and allowing remote monitoring, diagnosis and treatment through telemedicine.“That’s the first crack in this monolith: to move your own healthcare to yourself.” More About: Industry , Healthcare , Paul , Attacks , Tacks
Networking: LinkedIn vs. Facebook debate
2007-08-06 23:36:00 A fresh article on BusinessWeek by Jeff Pulver.The old post from his blog: Goodbye LinkedIn. Hello Facebook .I might check Facebook in my sparetime this week.He's writing: "Facebook has become something of a virtual fraternity, where I arrive home, walk into the living room, and check out what's going on."Boh! More About: Networking , Debate , Workin , Linkedin
Google in talks with mobile operators worldwide
2007-08-02 19:00:00 NEW YORK (Reuters) - Google Inc. has approached wireless phone operators and handset makers as it looks for a piece of the market for advertisements on cellphones, the Wall Street Journal said on its Web site on Thursday."For wireless operators, the plans are a double-edged sword. Google's powerful brand and its popular Web services could help operators sign up more subscribers to data packages, on which they increasingly rely as voice revenue declines. However, operators have been wary about losing control over the mobile-ad market.""In recent months Google has rolled out mobile versions of products such as the YouTube video-sharing site. It has made deals to include its search engine or applications such as Google Maps and Gmail on select handsets. But the company has sometimes been frustrated at the limited distribution it has achieved. In some cases, Google has managed to get around operators. Its 411 location search service can be accessed by dialing an 800 number from any han... More About: Mobile , Operators , Worldwide , Bile |
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