
Despite record quarterly revenue and earnings, Applied Materials
chairman and chief executive, Mike Splinter rattled-off a number of
depressing conditions in a conference call to discuss quarterly results
that were tempering short-term economic growth, which would impact
orders at the equipment supplier.
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As part of the soon-to-be-released May Update to The McClean Report, IC
Insights has highlighted that the revenue gap between Intel and Samsung
has widened in the first quarter of 2011. Last year, due to the demand
for memory products, Samsung had closed the gap with the number one
ranked IC producer to the closest level in Samsung’s history. According
to IC Insights, Intel extended its lead over second-ranked Samsung by
registering a 44% higher sales level than Samsung in Q1.
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Imec posted total revenue for 2010 at €285 million, including €42.7
million in grants from the Flemish government and €6.2 million from the
Dutch government in relation to the Holst Centre in The Netherlands.
Imec also noted that it employed 1,895 people, at the end of the year,
an 8% increase over 2009, which included 336 residents – visiting
researchers from partner companies and institutes - and 208 Ph.D.
students.
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Taking a gold leaf from First Solar’s crown, MiaSole's copper indium gallium
selenide (CIGS) thin-film photovoltaic module start-up is to employ
Intel’s Technical Manufacturing Services practice to ramp its capacity
from 50MW to 150MW by year-end. Bruce Sohn, a former 300mm fab manager at
Intel had been accredited by First Solar in recruiting a number of key
Intel personnel as the company became the largest solar module
manufacturer in the world.
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Intel Corporation has revealed winners of its two key supplier awards
systems, incorporating its Supplier Continuous Quality Improvement
(SCQI) award and its Preferred Quality Supplier (PQS) award. Only eight
companies were honoured in the SCQI category, while sixteen companies
were showcased in the PQS awards. The SCQI awards are regarded as more
prestigious by Intel. This year as with previous years the list is
dominated by Japan-based suppliers, however this year all suppliers
honoured were from Japan.
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On the back of announcing first-quarter revenue reached an all-time
record for Intel of US$12.9 billion, the semiconductor market leader has
raised capital spending plans by over US$1 billion to US$10.2 billion,
plus or minus US$400 million.
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Final market share rankings from IHS iSuppli for 2010, highlights that
Intel’s semiconductor leadership is finally under threat from Samsung.
According to the market research firm, second ranked IC manufacturer,
Samsung held 9.2% share of global IC revenue, while Intel, long ranked
market share leader had exited 2010 with 13.3% global share, only 4.1
percentage points ahead of Samsung. In 2001 Intel’s market share was
14.9%, while Samsung’s sat at 3.9%.
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According to the SEMI Opto/LED Fab Forecast, capital investments in LED
fabs reached US$1.78 billion in 2010, up from US$606 million in 2009.
SEMI expects that LED equipment growth will continue this year to reach
about US$2.5 billion, a 40% increase year-over-year.
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Brendan Mc Kearney, previously Executive Vice President, has assumed the
role of President, Fujitsu Semiconductor Europe. Joji Murakami, who
previously held the position, has moved to the new position of Chairman,
Fujitsu Semiconductor Europe, and remains a board member of FSEU.
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Worldwide sales of semiconductors reached US$25.2 billion for the month
of February 2011, a decline of 1.1% from the prior month. Sales are
still higher than in February 2010 when sales increased by 13.6% from
US$22.2 billion.
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