VGhlIFNlbWljb25kdWN0b3Ig4oCTIE1lbW9yeSBDaGlwcyBJbmR1c3RyeSBTZWVtcyBPcHRpbWlz dGljIEFib3V0IDIwMTMg4oCTIChNVSwgSU5UQywgQU1BVCk=

The semiconductor – memory chips industry, which features stocks including Micron Technology Inc. and Rambus Inc., is known to be strongly cutthroat and cyclical. Lately, excess supply in the industry appears to have caused a surplus in many sectors, including NAND flash memory. However, confidence concerning next year is rising as manufacturers seem to be cutting supply. Those businesses mainly involved in the production of DRAM chips have been facing more challenges due to evolving consumer preference for tablets and other mobile devices. Read More

 

MaxLinear, Inc. : MaxLinear and Panasonic Semiconductor Collaborate On DVB-T2 Set-Top Boxes

MaxLinear Inc. (NYSE:MXL), a leading provider of integrated radio frequency (RF) and mixed-signal integrated circuits for broadband communications applications, today announced it is collaborating with Panasonic Corporation’s Semiconductor Business Group for DVB-T2 set-top boxes (STB).

The design collaboration has resulted in DVB-T2 front-end network interface module (NIM) reference designs that include MaxLinear’s latest-generation MxL603 silicon tuner and Panasonic Semiconductor’s latest-generation MN88472 DVB-T2 demodulator LSI. One of the designs is a single-channel NIM that is cost optimized for single tuner “zapper” set-top boxes (STBs). The other design is a dual-channel NIM with low-cost splitter for dual-tuner personal video recorder (PVR) STBs.

Both designs feature industry leading low power consumption of less than 720mW per channel in DVB-T2 modes. The turnkey reference designs enable manufacturers to adopt a proven, pre-qualified DVB-T2 set-top box solution with minimal engineering investment and reduced time to market.

The reference designs were developed and tested to comply with the latest DVB-T2 specifications, including Nordig 2.2, DTG D-Book version 7.0, and SANS 862:2012 (South Africa). A third-party independent lab certification test report will be available for the single-channel design to demonstrate compliance with both DTG D-Book and Nordig 2.2 standards. Read More

6 Rallying Semiconductors with Strong Inventory Trends

Do you prefer investing in stocks with strong trading momentum?

We screened the semiconductors industry for those rallying above their 20-day, 50-day, and 200-day moving averages.

We then screened for stocks with strong sales trends by comparing growth in revenue to growth in inventory over the last year. We screened for stocks with positive sales trends, with faster growth in revenue than inventory over the last year. Since inventory represents the portion of goods not yet sold, faster growth in revenue than inventory is considered an encouraging sign.

To screen for strengthening liquidity, we also only focused on those companies with inventory decreasing as a percent of current assets.

For an ‪interactive version of this chart, click on the image below. Analyst ratings sourced from Zacks Investment Research.‬‬ Read More

Top 12 semiconductor foundries of 2012

A ranking of the forecasted top 2012 semiconductor foundries (pure-play and IDM) was released by IC Insights. TSMC is expected to remain the leading foundry, with sales almost 4x that of second-ranked GLOBALFOUNDRIES, which in turn is expected to have more than 2x the sales of the fifth-ranked foundry SMIC. Samsung is expected to be the largest of only three IDM foundries in the 2012 ranking with almost 8x the sales of IBM, its closest IDM foundry competitor.

Table. Top 12 IC foundries of 2012. SOURCE: IC Insights, company reports. Read More

2012F rank

2011 rank

Company

Foundry type

HQ

2010 sales ($M)

2011 sales ($M)

11/10 change (%)

2012F sales ($M)

12/11 change (%)

1

1

TSMC

Pure-play

Taiwan

13307

14600

10

16720

15

2

3

GLOBALFOUNDRIES

Pure-play

US

3510

3480

-1

4285

23

3

2

UMC

Pure-play

Taiwan

3965

3760

-5

3775

0

4

4

Samsung

IDM

South Korea

1205

2190

82

3375

54

5

5

SMIC

Pure-play

China

1555

1320

-15

1625

23

6

6

TowerJazz

Pure-play

Israel

510

611

20

655

7

7

7

Grace/HHNEC (2012 merger)

Pure-play

China

630

565

-10

605

7

8

8

Vanguard

Pure-play

Taiwan

508

519

2

540

14

9

9

Dongbu

Pure-play

South Korea

475

500

5

540

8

10

10

IBM

IDM

US

430

420

-2

435

4

11

13

WIN (GaAs)

Pure-play

Taiwan

221

298

35

425

43

12

11

MagnaChip

IDM

South Korea

405

350

-14

375

 

UNH Ethernet testbed launches new consortium

The University of New Hampshire InterOperability Laboratory (UNH-IOL), an Ethernet testbed, has created a new consortium to help semiconductor businesses address the automotive industry’s requirement of in-vehicle networking.

The group has launched the Automotive Ethernet Consortium, a group that works with its member companies in the auto industry to test various methods that will promote automotive Ethernet devices, the IOL said Monday.

Need for the industry-supported consortium was created because of the integration of applications including advanced navigation and voice recognition, on-board diagnostics and other features in vehicles. As members of the consortium, semiconductor companies can test whether their chips meet the requirements of the BroadR-Reach standard, which allows multiple car systems to access and share information over a single pair, unsheilded cable.

The standard could potentially decrease the cost of connectivity by 80 percent, and the weight of cabling by up to 30 percent because, according to the UNH-IOL, the standard uses one pair of cables and can rely on the same connectors and cables used by other networking technologies in the car. Read More

Semiconductor Industry Will Stay In The Red For All Of 2012

Forecasts by semiconductor companies for the next quarter have almost unanimously been lowered following Q2 earnings announcements.

  • Intel (INTC) lowered its Q3 guidance, citing “a more challenging macroeconomic environment.”
  • Taiwan Semiconductor (TSMC), however, expects to see a future dip in the company’s earnings due to weakening economic conditions in the U.S., where job growth is weak, and in other countries including Europe, Japan and China, according to CEO Morris Chang.
  • Texas Instruments (TXN) cut its third-quarter outlook as customers pulled back on orders for its wireless products.
  • Qualcomm (QCOM) sees sales softening, lowering outlook, but is upbeat on year-end smartphone demand.

The semiconductor industry in 2012 through June is currently DOWN 5.4% over the same period in 2011 based on Semiconductor Industry Association’s (SIA) 3-month moving average, as shown in the chart below.

Read More

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

Taiwan Semiconductor Plans to Invest $1.4 Billion in ASML

Taiwan Semiconductor Manufacturing Co. (2330) agreed to invest 1.11 billion euros ($1.4 billion) in ASML Holding NV (ASML), joining Intel (INTC) (INTC) Corp. in taking a stake in Europe’s largest chip-equipment maker to secure future technology.

TSMC will acquire a 5 percent equity holding in Veldhoven, Netherlands-based ASML for 838 million euros and invest a further 276 million euros in research and development of next- generation lithography technologies, ASML said.

The purchase will give TSMC access to machines under development that will reduce manufacturing costs and that the Dutch company says may prompt consolidation in the industry. Intel, the world’s biggest chipmaker, agreed to invest as much as $4.1 billion last month in ASML’s so-called co-investment program to fund innovation.

The investment is “long-term positive for TSMC,” Patrick Liao and Jason Ho, technology analysts at Nomura Holdings Inc., said in a note today. The investment implies TSMC will have “joint intellectual property rights of the critical lithography research and development in the future.” 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