IBM Spintronics Breakthrough Could Lead to New Magnetic-based Semiconductor Transistors

IBM Research joins a European university team to synchronize electron spins, which could enable a new class of magnetic-based semiconductor transistors resulting in more energy efficient electronic devices.


IBM and scientists at ETH Zurich, a leading European university, have introduced the first-ever direct mapping of the formation of a persistent spin helix in a semiconductor, Big Blue said.

The goal of the project is to use electron spins for storing, transporting and processing information. However, up to this breakthrough, it was unclear whether or not electron spins possessed the capability to preserve the encoded information long enough before rotating.

Yet, as illustrated in the peer-reviewed journal Nature Physics, scientists from IBM Research and the Solid State Physics Laboratory at ETH Zurich demonstrated that synchronizing electrons extends the spin lifetime of the electron by 30 times to 1.1 nanoseconds — the same time it takes for an existing 1 GHz processor to cycle.

Today’s computing technology encodes and processes data by the electrical charge of electrons, IBM explained in a press release. However, this technique is limited as the semiconductor dimensions continue to shrink to the point where the flow of electrons can no longer be controlled. Spin electronics or spintronics could surmount this approaching impasse by harnessing the spin of electrons instead of their charge, IBM said.

This new understanding in spintronics not only gives scientists unprecedented control over the magnetic movements inside devices but also opens new possibilities for creating more energy efficient electronics. Read More

Advanced Micro Devices and Texas Instruments on the Upswing as Semiconductor Outlook Brightens

The Semiconductor Industry rallied last week after recent reports provided a positive outlook for the industry. Stocks received a boost Tuesday after Goldman Sachs raised its rating from “neutral” to “attractive” for the group. The Philadelphia Semiconductor Index (SOX) surged over 2 percent Tuesday. Five Star Equities examines the outlook for companies in the Semiconductor Industry and provides equity research on Advanced Micro Devices, Inc. (AMD) and Texas Instruments Inc. (TXN).

Access to the full company reports can be found at:

www.FiveStarEquities.com/AMD

www.FiveStarEquities.com/TXN

The Semiconductor Industry Association (SIA) last Friday reported that worldwide chip sales total $24.4 billion for the month of June, a 2 percent decrease from the a year ago. On the positive side, the drop was the smallest year-over-year decrease since October 2011. International Data Corporation in an update of the Semiconductor Applications Forecaster (SAF) forecasts that worldwide semiconductor revenues will increase 4.6 percent in 2012 to $315 billion.

“The semiconductor industry continues to navigate the turbulent global economy better than most sectors,” SIA President Brian Toohey said. “But macroeconomic uncertainties are limiting overall recovery and growth.” Read More

Strategy Analytics: Automotive Semiconductor Growth in Uncertain Markets

The Strategy Analytics Automotive Electronics Service (AES) report, “Automotive Semiconductor Demand Forecast 2010 – 2019”, predicts a surprising 11.5 percent growth in automotive semiconductor demand for 2012 – in view of more modest industry predictions for growth this year in the total global semiconductor market.

According to a release, the automotive industry megatrends of environment, safety, information and the need for affordable cars for emerging markets will continue to drive good growth opportunities for the automotive semiconductor market, despite the short term market uncertainties. With the global automotive semiconductor market worth $23.7 billion in 2011, these industry imperatives are expected to drive market revenue CAGR (Compound Annual Growth Rate) of 9.3 percent over the five year period 2011 to 2016.

Semiconductor demand from vehicle production growth in North America, Japan, Thailand and the BRIC (Brazil, Russia, India and China), regions this year will more than compensate for the decline observed in Europe, resulting in revenues of $26.4 billion. Expanding adoption of electronically controlled features in both mature and emerging vehicle markets is contributing to the long term growth outlook. Read More

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Physicists at The University of Texas at Austin, in collaboration with colleagues in Taiwan and China, have developed the world’s smallest semiconductor laser, a breakthrough for emerging photonic technology with applications from computing to medicine.

The scientists report their efforts in this week’s Science.

Miniaturization of semiconductor lasers is key for the development of faster, smaller and lower energy photon-based technologies, such as ultrafast computer chips; highly sensitive biosensors for detecting, treating and studying disease; and next-generation communication technologies.

Such photonic devices could use nanolasers to generate optical signals and transmit information, and have the potential to replace electronic circuits. But the size and performance of photonic devices have been restricted by what’s known as the three-dimensional optical diffraction limit.

“We have developed a nanolaser device that operates well below the 3-D diffraction limit,” said Chih-Kang “Ken” Shih, professor of physics at The University of Texas at Austin. “We believe our research could have a large impact on nanoscale technologies.” Read More

 

 

Dialog Semiconductor Announces Its Results for the Second Quarter of 2012

Company meets Q2 guidance, reporting a record second quarter revenue of $159.5 million, representing year-on-year growth of 37.4%


Dialog Semiconductor plc (DLG.F), a provider of highly integrated innovative power management, audio and low energy short range wireless technologies, today reports results for its second quarter ending 29 June 2012.

Q2 2012 Financial Highlights

  • Revenue for Q2 2012 was $159.5 million, an increase of 37.4% over Q2 2011
  • Incremental gross margin improvement of 0.6 percentage points in the quarter
  • Q2 2012 IFRS operating profit (EBIT) was $13.4 million or 8.4% of revenue with underlying(*) operating profit of $16.9 million or 10.6% of revenue
  • Q2 2012 underlying(*) EBITDA(**) of $24.4 million or 15.3% of revenue, compared to $20.4 million or 17.6% in the prior year
  • Q2 2012 underlying(*) diluted earnings per share of 20 cents, compared to 24 cents in Q2 2011
  • Remain confident in our ability to meet current market revenue expectations for the full year 2012

Read More

IDC Forecasts Worldwide Semiconductor Revenues Will Grow 4.6% and Reach $315 Billion in 2012

Semiconductor revenues worldwide will grow 4.6% in 2012 to $315 billion according to the mid-year 2012 update of the Semiconductor Applications Forecaster (SAF) from International Data Corporation (IDC). The SAF also forecasts that semiconductor revenues will grow 6.2% to $335 billion in 2013 and grow at a compound annual growth rate (CAGR) of 4.8% from 2011-2016, reaching $380 billion in 2016.

Despite the ongoing global macroeconomic uncertainties, such as the Eurozone crisis, lower global GDP growth, and economic slowing in the BRIC countries, current demand remains strong for semiconductors in applications such as smartphones, media tablets, and automotive electronics. Further, there are high expectations for the launch of Microsoft’s Windows 8 operating system and next-generation smartphones later this year, which will accelerate semiconductor revenue growth in 2013 and beyond.

“As we forecasted earlier this year, the cyclical semiconductor downturn that started in the middle of last year reached bottom in the second quarter of 2012,” said Mali Venkatesan, research manager for Semiconductors at IDC. “Supply constraints on semiconductor products, such as smartphone applications processors and PC discrete graphics processors, based on the most advanced process technologies are easing as foundries are bringing more capacity online. Also, the semiconductor industry has recovered from the flooding in Thailand that held back the supply of hard drives and PCs. Leading-edge 22nm at Intel is ramping fast now, while foundries and memory companies are getting ready to move to 20nm technology node.” While all these point to strong semiconductor growth, Venkatesan notes that near term growth will be slower than that of past semiconductor cycles due to macroeconomic weakness.Read More

Applied Materials Still Looks Cheap After Factoring In Downside Risks

Applied Materials provides manufacturing equipment, services and software to manufacturers of semiconductor wafers and chips. With a slowdown in the overall semiconductor market, the company’s revenues took a 4% hit last year as major manufacturers including Intel and Samsung cut their capital expenditure. However, with a revival in sight and strong company fundamentals we are positive on the long term outlook of the company.

Silicon wafer fab equipment and related services account for 84% of our price estimate of $14.83. Since our valuation for Applied stands at a premium of around 40% to the current market price, let’s take a look at some likely trends in the semiconductor equipment market that might negatively impact our valuation for the company.

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These semiconductors are cooled with laser light

Researchers at the Niels Bohr Institute have managed to successfully combine two worlds: quantum physics and nano physics.

The joining of two very distinct universes has already led to the discovery of a new method for laser cooling semiconductor membranes.

As you probably already know, semiconductors are vital components in solar cells, LEDs and many other electronic devices.  These semiconductors are cooled with laser lightAs such, the efficient cooling of components is critical for the design of future quantum computers and ultrasensitive sensors.

So how does the new cooling method work?

Quite paradoxically – by actually heating the material! Indeed, using lasers, researchers cooled membrane fluctuations to minus 269 degrees C.

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Semiconductor Equipment Industry Turns Into a Hotbed of Merger Activity

 

 The Semiconductor Equipment and Materials industry was a hotbed of mergers and acquisitions last year. With competition picking up, and margins getting squeezed, several industry heavyweights looked towards mergers to create cost synergies. The Bedford Report examines the outlook for companies in the Semiconductor Equipment and Materials industry and provides equity research on Applied Materials, Inc. and Lam Research Corporation . Access to the full company reports can be found at:

www.bedfordreport.com/AMAT

www.bedfordreport.com/LRCX

Last month the semiconductor equipment maker Lam Research Corp. agreed to buy rival Novellus Systems Inc. for $3.3 billion in stock. Lam said that the acquisition will help it cultivate more advanced chip making technology and increase its revenue faster than either company could on its own. The company also expects it to speed up its earnings growth.

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