Gathered below are the top seven stories for the week of October 26 as ranked by Silicon Strategies' readers, up to and including Saturday, November 1. The ranking is based on the number of reader "views" or "hits" on a particular article.
Insights' 2003 top ten semiconductor supplier rankings ...Japan's Renesas Technology Corp. is predicted to enter the top 10 semiconductor supplier rankings in 2003, while Motorola Inc. will fall out of the list for the first time ever, according to a report issued by IC Insights
2) Analyst's Couch: Gazing into the 2004 CapEx crystal ball...The upswing in the semiconductor industry has prompted Cristina Osmena, an analyst with Needham & Company Inc. in New York, to raise capital spending forecasts for both 2003 and 2004.
3) Analysis: Did Motorola sell the wrong fab?...Len Jelinek, a principal analyst with iSuppli Corp., a California-based market research firm, looks at some of the whys and wherefores of Motorola's fab-for-equity deal in China.
plans to expand 300-mm wafer fab, says report...IBM Corp. has plans to expand the size of the 300-mm wafer fab at its East Fishkill campus by about 50 percent, according to an article in the Poughkeepsie Journal that appeared Friday (October 24, 2003).
spurs TSMC to speed ramp of 12-inch fabs...Taiwan Semiconductor Manufacturing Co. Ltd. is planning an aggressive ramp of its 300-mm iameter wafer production in both the fourth quarter and through 2004.
6) TSMC sells out, plans to spend $500 million in Q4...With its capacity
utilization rates up at 98 percent, leading foundry chip supplier Taiwan Semiconductor Manufacturing Company Ltd. said it plans to spend nearly $500 million in the fourth quarter of 2003.
raises three-year chip market forecast...The World Semiconductor Trade Statistics (WSTS) organization raised its chip market predictions for the next three years, foreseeing double digit growth in 2003, 2004 and 2005.
Other stories for the week of October 26:
Monday, October 27
starts sampling 4-Mbit magnetic RAM...Motorola Inc. has shipped samples of 4-Mbit magnetic RAM non-voltaile memory components to a few selected companies, according to company executives.
Tuesday, October 28
to use wireless sensors for IC-equipment maintenance...In what could eventually save millions of dollars in chip-production costs, Intel Corp. is planning to leverage its wireless sensor technology within its
own fabs for a new application: semiconductor-equipment maintenance.
Wednesday, October 29
speaks out against China differential VAT, again...The
Semiconductor Industry Association is making available a study of China's emerging semiconductor industry that finds that the country's value-added tax rebate scheme is discriminatory and contravenes the country's World Trade
Thursday, October 30
IBM expands foundry efforts, debuts wireless processes...IBM Microelectronics is offering three mixed-signal and radio-frequency manufacturing process variants based on its basic 0.18-micron CMOS and silicon-germanium (SiGe) manufacturing process technology.
Friday, October 31
cites Oxford Semi's ARM chip in Firewire drive failures...Apple Computer Inc. has acknowledged that there can be data loss on external FireWire 800 drives connected to Apple computers running the MacOS 10.3
operating system known as Panther, but it cites a chipset from U.K. fabless chip company Oxford Semiconductor Ltd. as the source of the problem.