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IHS: TI regains lead in MEMS on DLP revival

4/6/2011 05:09 PM EDT
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daleste
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re: IHS: TI regains lead in MEMS on DLP revival
daleste   4/8/2011 1:47:06 AM
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I don't think TI is moving too quickly to fab-lite. The built a new fab for analog in Richardson. They will probably be moving National products to the new fab and shuttering some of the older ones. They run their analog products in house with only a small amount of digital outside.

Kinnar
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re: IHS: TI regains lead in MEMS on DLP revival
Kinnar   4/7/2011 6:33:02 AM
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DLP chips from TI is a very good patented technology, that has changed the way the world was looking at projection. Since the projectors are finding its application in mobile phone, the TI's journey in DLP will be extended so long.

krisi
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re: IHS: TI regains lead in MEMS on DLP revival
krisi   4/7/2011 3:02:03 AM
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thank you Joe, yes by leading edge I meant 28nm or 22nm process line...needless to say in analog you don't need that feature size, and even 65nm would be overkill in most applications...but if I understand correctly TI is going fab-lite outsourcing lots of products to foundries, correct? Kris

Joe Joe
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re: IHS: TI regains lead in MEMS on DLP revival
Joe Joe   4/7/2011 2:56:28 AM
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iniewski: Yes, I doubt TI is worried much about catching Samsung or Intel. They have completely different markets. By leading edge you must mean cmos not analog. I think they still run 65nm cmos in house. Clearly TI is the leader in analog process tech. By my count, TI has 11 internal fabs. The NSM purchase would bump it to 13. Their press releases also indicate they have 2 cleanrooms sitting empty from the SMIC and Spansion purchases.

krisi
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re: IHS: TI regains lead in MEMS on DLP revival
krisi   4/6/2011 6:59:27 PM
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I think TI is very different than Intel or Samsung. For one half of its revenue is analog business now. And it almost does not own any fabs anymore, at least not the leading edge...I was impressed with ST CAGR of 60% shown in the table...Kris

yalanand
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re: IHS: TI regains lead in MEMS on DLP revival
yalanand   4/6/2011 5:50:45 PM
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Looks like TI is having dream week. It regained its no 1 position in MEMS, it acquired NSC to become new No 3. Way to go TI. INTEL , SAMSUNG watch out for TI.

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