 The blog is written by Semiconductor Fabtech's Editor-in-Chief, Mark Osborne. He has been covering the semiconductor industry for over ten years. This area is intended to provide insight into topical stories of the time in a more informal manner.
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Jan 17, 2007 at 04:58 PM |
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There was some good news coming out of Intel's 4Q06 conference call, but there was also some bad news that could lead to some ugly news!Write Comment (0 comments) |
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Jan 17, 2007 at 03:49 PM |
Listening to the Intel conference call last night, analysts seemed more concerned with poor gross margins and potential market share gains in the quarter than asking about whether the rumours that its NOR Flash operations would be sold off were true.
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Jan 16, 2007 at 03:00 PM |
Intel Corp is yet again at the centre of rumours regarding business units directly before it reports its quarterly financials later tonight. Rumours have circulated from China that Intel plans a 300mm front-end fab in the country, which would make this its first. Intel has assembly plants in the country but does not have any fabs.
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Jan 16, 2007 at 10:57 AM |
The news that NXP Semiconductors is leaving the Crolles2 Alliance is not at all surprising! The writing was on the wall as soon as Philips sold off its semiconductor division to a group of private equity firms. Philips had being pushing the loss-making division to thin down prior to the buyout, and I doubt the new owners' bean-counters missed the cost savings associated with withdrawing from the Crolles2 partnership.
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Jan 12, 2007 at 03:55 PM |
AMD made some very bold projections during an investor conference late last year that had the hallmarks of potential for coming back to bite it! The bullish business outlook then seemed to contradict the consensus that the price war with Intel Corp would continue to hit profits and prices.
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Jan 10, 2007 at 03:20 PM |
Apple entered the mobile phone market yesterday with its poorly kept secret, the iPhone. Though not out till mid-year in the good old U.S of A and a highly disappointing wait that could be up to a year in Europe, we will probably know what is actually inside the phone many months before we can actually buy it!
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Jan 08, 2007 at 03:00 PM |
Mergers and acquisitions were amongst the top stories of 2006, especially with respect to private equity firm activity within the semiconductor industry. Industry observers have already noted that more acquisitions of that kind are on the cards this year as these businesses are flush with cash and a keen number of investors.
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Jan 04, 2007 at 05:25 PM |
Something that didn't happen last year could be the thing that happens this year that could force red faces at the market research firms regarding 2007 forecasts. The missing piece of the semiconductor market in 2006 was a return to rising Average Selling Prices (ASPs).
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Dec 14, 2006 at 08:43 PM |
The Fabless Semiconductor Association produces some excellent business data dedicated to the fabless semiconductor business model and though not a strong focus for us at Fabtech, what goes on in the fabless world needs to be looked at.
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Dec 13, 2006 at 05:12 PM |
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IBM and AMD came out with a press release concerning some of process R&D efforts at the 45nm node yesterday. Normally this would prompt a story from us on this but I am hesitant to give it an airing.Write Comment (0 comments) |
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