Hynix: no bidders for stake forces rethink News & Analysis 1/29/2010 Post a comment Bank shareholders in Hynix Semiconductor Inc. had received no offers for their 28 percent stake in the memory maker by a Friday deadline, according to local reports that cited lead investor Korea Exchange Bank as their source.
Chip makers swing to profitability News & Analysis 1/29/2010 Post a comment Chip makers including Sandisk, Maxim Integrated Products, Cypress Semiconductor and Lattice Semiconductor swung to profit in the calendar fourth quarter of 2009compared to losses suffered at the height of the downturn in late 2008. But memory technology licensor Rambus posted a wider loss after retroactively recognizing previously withheld royalties in the year-ago period.
Samsung revenue up 19% on strong chip sales News & Analysis 1/29/2010 Post a comment South Korean giant Samsung Electronics reported strong sales and profit for the fourth quarter of 2009, citing a 50 percent year-to-year improvement in semiconductor revenue and a seasonal increase in consumer electronics sales.
Analyst rails against the fab-lite News & Analysis 1/28/2010 6 comments The fabless chip vendors and pursuers of fab-lite manufacturing strategies are about to get a shock, according to Malcolm Penn, principal analyst with Future Horizons (Sevenoaks, England). Some companies could under-perform, others could be driven out of business in a market that should be booming for them; and all because they have lost control of manufacturing.
Soaring DRAM prices push Elpida into Q3 profit News & Analysis 1/28/2010 Post a comment With the average selling price for PC DRAMs rising 30 percent compared with the previous quarter Elpida's PC DRAM product sales soared in its third financial quarter, which ended Dec. 31, 2009, propeling the company into profit.
Analysis: Why a sustained ASP turnaround could be a mirage News & Analysis 1/28/2010 Post a comment Malcolm Penn, founder and principal analyst with Future Horizons (Sevenoaks, England), has been at the bullish end of the spectrum of market researchers' opinion through most of the last decade. He remains so, but he is convinced that at long last the conditions are coming together to create manufacturing capacity shortages and a boom for chip makers and vendors.
TSMC profits in Q4 on returning demand News & Analysis 1/28/2010 Post a comment Taiwan Semiconductor Manufacturing Co. Ltd. (Hsinchu, Taiwan) to post a net income of NT$32.67 billion (about $1.02 billion) on consolidated revenue of NT$92.09 billion (about $2.88 billion) in the fourth quarter ended December 31, 2009.
Hynix shares tumble on lack of bidders News & Analysis 1/27/2010 Post a comment The stock price of memory chipmaker Hynix Semiconductor Inc. fell 8.9 percent on Tuesday (Jan. 26) to close at 23,600 won (about $20.40). The tumble was prompted by concerns that the consortium of banks that bailed the company out several years ago cannot find a buyer to take over their stakes, according to a Reuters report.
Future Horizons sees 30% chip market boom News & Analysis 1/27/2010 Post a comment The worldwide chip market is set for two years of more than 20 percent growth and could even hit more than 30 percent growth in a single year, according to Malcolm Penn, the principal analyst and founder of the U.K. market analysis company Future Horizons (Sevenoaks, England).
VC investment fell in 2009, Q4 signals change News & Analysis 1/25/2010 Post a comment Venture capitalists invested $17.7 billion in 2,795 deals in 2009, marking the lowest level of dollar investment since 1997, according to the MoneyTree Report by PricewaterhouseCoopers and the National Venture Capital Association (NVCA), based on data from Thomson Reuters.
Optical RAM on chip, set to reduce telecoms power News & Analysis 1/25/2010 Post a comment Researchers from IMEC (Leuven, Belgium) and the department of information technology at Ghent University (INTEC) have published a paper on an optical random access memory integrated on a silicon chip with record low power consumption.
ITC judge rules for Rambus over Nvidia News & Analysis 1/22/2010 Post a comment An administrative law judge at the U.S. International Trade Commission has issued an internal determination against graphics chip maker Nvidia and others, in a case involving interface technology licensor Rambus, according to Rambus.
Three-bit-per-cell NAND products entering main stage News & Analysis 1/22/2010 Post a comment UBM TechInsights has started analyzing the industry-leading three-bit-per-cell manufacturer SanDisk's 43-nm three-bit-per-cell 32-Gb NAND flash found in the SanDisk memory card and the Intel Micron's 32-nm three-bit-per-cell 32-Gb NAND flash.
Hynix holding out against Rambus, say reports News & Analysis 1/21/2010 Post a comment Memory chip maker Hynix Semiconductor Inc. still sees a gap between its position and that of Rambus Inc. (Los Altos, Calif.), the memory intellectual property licensor that is pursuing it in the law courts, according to reports.
AMD jumps into fabless chip company ranking News & Analysis 1/19/2010 Post a comment Only seven fabless chip companies out of the top 25 managed to grow their revenue in 2009, according to market research company IC Insights Inc. (Scottsdale, Ariz.). However, Advanced Micro Devices Inc. (Sunnyvale, Calif.) jumped into the rankings at number two, courtesy of its divestment of its manufacturing to GlobalFoundries.
Memory to boost market growth, says analyst News & Analysis 1/19/2010 Post a comment The flash memory, DRAM and optoelectronics (LEDs) sectors will fare best in 2010 as worldwide semiconductor revenue advances 15 percent to $257 billion, according to market research firm Databeans Inc. (Reno, Nevada).
Nokia leads Greenpeace electronics ranking News & Analysis 1/14/2010 1 comment Environmental lobby organization Greenpeace International (Amsterdam, The Netherlands) has kept Nokia at the top of its Greener Electronics Guide as it moved into its fourteenth edition.
TSMC to recruit 3,000 engineers, says report News & Analysis 1/14/2010 Post a comment Foundry chipmaker Taiwan Semiconductor Manufacturing Co. Ltd. (Hsinchu, Taiwan) said Thursday (Jan. 14) that it planned to recruit more than 3,000 employees to help it expand manufacturing capacity, according to a Reuters report.
Google smartphone teardown reveals few surprises News & Analysis 1/11/2010 Post a comment Google's Nexus One smartphone carries an estimated bill of materials cost of $174.15 and features chips from Qualcomm, Synaptics and Samsung, among others, according to a teardown analysis conducted by market research firm iSuppli.
UMC set to increase capacity, says report News & Analysis 1/11/2010 Post a comment Foundry chipmaker United Microelectronics Corp. (UMC) is expected to install equipment in Fab 12b, a 300-mm wafer fab at the Southern Taiwan Science Park soon, and take over a similar factory from ProMOS Technologies Corp., according to a local report.
TSMC's sales fell 11.2% in 2009 News & Analysis 1/8/2010 Post a comment December sales at foundry chip maker Taiwan Semiconductor Manufacturing Co. Ltd. were more than double what they were in the same month in 2008, but annual sales fell by 11.2 percent.
Prepare for 2010 demand surge, says analyst News & Analysis 1/7/2010 Post a comment Looking forward to 2010 Bill McClean of IC Insights (Scottsdale, Ariz.) observed that both PC and cellphone unit volume shipments are forecast to increase at double-digit rates in 2010 and that this indicates an IC market boom is coming.
November chip sales up 27.5% on a year ago News & Analysis 1/6/2010 Post a comment November's global market for semiconductors was $21.63 billion, according to "actual" data from the World Semiconductor Trade Statistics (WSTS) organization. This was slightly down on the upwardly revised figure for October of $22.19 billion, but exceeded the November 2008 actual sales figure of $16.96 billion by 27.5 percent.
Memory, foundry sectors expected to drive capex News & Analysis 1/5/2010 Post a comment Thanks to a resurgence in the memory chip market and increased spending by foundries, semiconductor industry capital spending will reach nearly $33.5 billion this year, up 50 percent from 2009, according to a forecast by a Wall Street analyst.
SIA salutes resumption of chip sales growth News & Analysis 1/4/2010 Post a comment Commenting on the three-month average of global chip sales for November, George Scalise, president of the Semiconductor Industry Association, said that year-on-year sales growth had resumed and most markets were showing signs of strength.