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| Transmeta missed revenue on Efficeon |
7/23/2004 |
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"We expect some additional Efficeon systems to ship in 2004; however, due to market dynamics and customer resource constraints, the majority of the Efficeon designs are expected to ship in 2005."
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| DRAM market conditions weak |
7/22/2004 |
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Tier-1 DDR2 533 MHZ have been traded at USD 73/module for 256MB and USD 147-148/module for 512MB. Players anticipate increased business for DDR2 from September.
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| Tower Semiconductor seeing turn-around |
7/22/2004 |
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Tower said the Q2 and first half losses reflect the high investment made in its Fab 2 and its resulting depreciation, and that it is on course toward a more positive position by the end of the year.
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| Over produced motherboards will erode ASP |
7/22/2004 |
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The reality is that most, if not all, top-tier motherboard makers simply won’t achieve their growth targets for this year, and those that do will grow mainly at the expense of other tier-one players.
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| US see growth in electronic manufacturing |
7/21/2004 |
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Overall, the three-month average of U.S. factory production continues to expand at a 6 percent annual pace, consistent with the expected 4 percent growth in GDP over the next year.
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| Infineon 's bottom line hurt by legal spending |
7/21/2004 |
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During the quarter Infineon increased an accrual charge related to ongoing U.S. and European DRAM antitrust investigations by $227.8 million to $262.5 million. This resulted in a fiscal quarter loss of $69.3 million.
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| Intel announced new M processor one day after AMD |
7/21/2004 |
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The new Pentium M processors feature a 2MB Level 2 cache, a power-optimized 400 MHz system bus, and enhanced data pre-fetcher and enhanced register access manager for fast execution of instructions at low power.
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| Freescale delivers good quarterly gain |
7/21/2004 |
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"The Freescale team delivered solid results in the quarter with good momentum across all of our businesses," said Michel Mayer, chairman and CEO of Freescale Semiconductor, in a statement
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| TI cheers gain on market |
7/21/2004 |
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The Dallas semiconductor supplier reported strong demand for digital signal processors, wireless parts, high-performance analog parts, and Digital Light Processing parts, which are used in display applications.
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| Intel to delay Alviso mobile chipset |
7/20/2004 |
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Intel has received a pre-production test chip that it said did not meet the company's standard for quality. The spokeswoman did not provide further details.
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| Matsushita obtained Rambus license for memory interface |
7/20/2004 |
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Matsushita Electric Industrial Co. Ltd., Japan, has signed an agreement with Rambus Inc., Los Altos, Calif., to integrate that company's DDR2 interface cell into its next-generation digital television (DTV) chipsets.
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| M-Systems triples revenue |
7/20/2004 |
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We are extremely pleased with our results for the second quarter of 2004, which exceeded our expectations and represent the twelfth consecutive quarter of sequential growth.
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| AMD added mobile 64 to line up |
7/20/2004 |
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AMD has bolstered its mobile processor line with the Athlon 64 processor 3400+, aimed at high-performance 32-bit applications and compatible with future 64-bit applications.
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| EDA Consortium to lobby for less export restricitons |
7/20/2004 |
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The consortium's export committee met with the U.S. Department of Commerce and other government agencies this month to seek changes in export regulation language that would loosen such restrictions.
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| Walmart to sell notebook computers |
7/19/2004 |
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Taiwan's industry watchers analyzed that the Wal-Mart contract gives new entrants of notebook computers a big boost at a time when established players already dominate the world market.
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| Dataquest still optimistic on semi equipment market |
7/19/2004 |
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Analysts from the market research firm said that the equipment industry in reality is enjoying the upside of its original 2004 forecast. And while the risk of overcapacity is growing, the chip industry shouldn’t reach that state at least for another 12 months.
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| IBM's note high on IT |
7/19/2004 |
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"Management noted that customer spending continues to improve though not uniformly across all segments and regions, which is consistent with our view that corporate IT spending continues to improve at a steady if measured pace."
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| Winbond found problems in low-k |
7/19/2004 |
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The paper, presented by Ralph Binner, R&D director at ESEC Asia Pacific Pte. Ltd. (Singapore), reported test wafers that showed a narrow process window and a large proportion of completely unbondable sites.
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| Samsung to lead in semiconductor Capex |
7/19/2004 |
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Samsung Electronics Co. Ltd. said it would increase annual capital expenditure from 7.9 trillion won (about $6.8 billion) to 8.9 trillion won (about $7.6 billion).
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| Freescale low-balls IPO offer |
7/19/2004 |
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Freescale's class A common stock will be listed on the New York Stock Exchange under the symbol "FSL". Upon completion of the IPO.
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| DRAM lawsuit to be delayed |
7/16/2004 |
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The antitrust lawsuit against several DRAM manufacturers has been put back six months while the U.S. government proceeds with its own criminal investigation of the memory industry
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