SAN JOSE, Calif. — An investment banking firm has downgraded ATI Technologies Inc. amid reports that Intel Corp. is revamping its third-party chipset strategy.
For some time, Intel has been using third-party chipsets from ATI and others to keep up with OEM demand in the PC market. Intel has also been forced to use third-party chipsets, due in part to a lack of fab capacity and shortages for its own chipset lines.
One investment banking group, Friedman Billings, Ramsey Group Inc. (FBR), believes that many OEMs are not using or re-designing their PC motherboards, based on Intel’s microprocessors and ATI’s chipsets. Instead, many OEMs are opting to use systems, based on processors from Advanced Micro Devices Inc., according to FBR.
As a result, Intel is re-thinking its third-party chipset strategy. The microprocessor giant is reportedly “outsourcing” its production of all non-PC products, thereby providing more fab capacity for its own chipset lines, according to FBR (Arlington, Va.).
Intel, however, is moving to use third-party notebook chipsets from ATI, according to the firm. But still, FBR downgraded ATI from “outperform” to “market perform” due to a slowing PC market, coupled with what the investment banking firm “believes to be a shift in Intel's chipset strategy that could affect ATI's 2H chipset volume.”
RSS
Digital
10 emerging technologies to watch:
EE Times has compiled a list of emerging technologies that we think will be worth watching out for in 2010. Biofeedback or thought-control of electronics are among the contenders.
Hot applications in 2010:
We've compiled a list of 10 technology applications you should watch for in 2010, ranging from e-book readers to 3-D TVs. We examine the features that make these apps so compelling as well unresolved issues.
Top 25 predictions for semis in 2010:
2010 is just beginning to unfold in the electronics industry. Looking into our crystal ball, we have released our own chip forecasts--and other predictions--for 2010.
Seven things to fix in 2010:
The editors of EE Times came up with their own informal list of things we hope engineers fix in 2010, spanning everything from nano-lithography to space travel. What do you want to see get done this year?
'09 moves that are shaping the future:
This was a brutal year, but the industry gets a nod for showing grace under fire. Here's our Top 10 guide to the coming year, illustrating what to expect in 2010.
10 CEOs out in 2009:
It's been a tough year for the global electronics industry and CEOs. We survey the dismissal of 10 industry CEOs during the first three quarters of 2009 and what's ahead for the rest of the year.
Notable women in microelectronics:
There is no better time than a global economic recession to examine the keys to successful corporate governance. So, EE Times has compiled an international list that celebrates women who are business and technology leaders in semis.
EE Times updates Silicon 60:
Seventeen companies have been added to the lastest version of our Silicon 60 list of emerging startups. Forty-three companies survived as emerging companies that are still worth watching.
RSS| 
Digital| 
Mobile
