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| Analyst predicts IT growth |
1/14/2004 |
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Noted that IT growth typically runs about two to three times GDP growth, and that it started rebounding as soon as corporate profits were in positive territory.
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| Intel Q4 sales to pegged at $8.62 billion |
1/14/2004 |
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"We believe Intel could top our [fiscal fourth quarter] revenue and EPS estimates and provide an upbeat outlook for [fiscal first quarter] based on continued strong processor and NOR flash demand for PCs and handsets, respectively,"
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| Samsung has a heavy capex |
1/14/2004 |
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Samsung Electronics Co. Ltd. said it will this year spend more than $3 billion this year to increase its DRAM and flash memory chips production and equip its seventh-generation TFT-LCD plant in South Korea.
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| USB drives to replace floppy |
1/14/2004 |
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Analyst Alan Niebel at Web-Feet (Monterey, Calif.) believes USB drive shipments will hit 100 million units in 2006 or 2007 and will approach $3.9 billion in revenue by 2007, a near doubling of the $2 billion expected this year.
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| Display bloom add jobs in Taiwan |
1/13/2004 |
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Several major thin film transistor-liquid crystal display (TFT-LCD) panel makers in Taiwan are expected to recruit over 8,000 new employees this year for their aggressive production expansion projects.
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| Bell Micro will beat estimates |
1/13/2004 |
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The San Jose-based company said that its sales and earnings per share will meet or exceed analysts' consensus estimates.
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| Industry forcasts semi equipment to grow in 2004 |
1/13/2004 |
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Industry forecasters agreed that the IC and chip equipment markets will show solid growth in 2004 over 2003. But one market watcher, Gartner/Dataquest Inc., sees a two-phase semiconductor growth cycle on the horizon, with a supply-driven downturn starting in late 2005 to early 2006.
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| MPU makers adopting embedded application strategies |
1/13/2004 |
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Transmeta Corp. (Santa Clara, Calif.) and Via Technologies Inc. (Taipei, Taiwan), announced significant moves into the embedded market. The two differ on technology and strategy, but both are motivated by what they see as looming opportunity.
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| Blue-ray or HD DVD for next generation optical drives? |
1/13/2004 |
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Hewlett Packard and Dell endorsed the Blu-ray disk system, marking the first time the U.S. IT industry has backed the proposal. The companies called BD "revolutionary technology" that provides high capacity while taking full advantage of HDTV.
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| Panasonic to build 300mm fab for consumer IC's |
1/12/2004 |
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The new facility will be designed to increase Matsushita's production of advanced system LSIs for consumer electronics using 90-nanometer process technology and 300mm wafers.
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| US district court set Rambus trial to go on |
1/12/2004 |
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A U.S. district court denied a request by German memory maker Infineon Technologies AG to stay the trial pending rulings in the Federal Trade Commission (FTC) antitrust case against Rambus.
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| Comdex is dead, long live CES |
1/12/2004 |
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"CES now gets the attention of all the PC folks, as well as all the CE folks. It's a place where everyone can come and see all the cool things."
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| TI gets into play with Vonage on VoIP |
1/12/2004 |
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TI and Vonage will collaborate on the development of a combined VoIP hardware/software platform optimized for Vonage's residential and business services.
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| UMC's finished the year strong |
1/9/2004 |
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UMC reported its December 2003 net sales at US$248 million, up 8.5 percent from November 2003 sales and up by a whooping 51.8 percent over November 2002.
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| TSMC reported robust business |
1/8/2004 |
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The world largest foundry said net sales in December grew to $561.9 million, an increase of 2.5 percent over November. TSMC's Q4 sales grew 5.3 percent sequentially to a record high of $1.7 billion.
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| Toshiba introduces Gbytes disk drive |
1/8/2004 |
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Toshiba announced plans for sub-one-inch 2- and 4- Gbyte disk drives at the Consumer Electronics Show. Measuring just 0.85-inches, the high capacity drives are roughly the size of a small flash card and expected to be in mass production late this year.
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| CES kicks off |
1/8/2004 |
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With a record 2,300 exhibitors occupying 1.35 million square feet of floor space and more than 110,000 attendees expected, this year CES show is the largest ever.
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