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Infineon Micro Avoids Philips Patent

Infineon has come out with a microcontroller which uses waves in the form of bit-streams to dim and colour-tune LEDs so avoiding Philips’ patent on a technique to dim and colour-tune LEDs using PWM...

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Winners And Losers In Semis In 2012

The top 25 semiconductor companies’ sales declined by 1% in 2012, two points less than the total worldwide semiconductor market decline of 3%.                         $bn     % vs 2011 Intel...

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Top 10 (+15) IC Companies 2012

Thanks to IC Insights for this one – the Top 25 semiconductor companies by revenues:                   $bn   % vs 2011   Intel            49         -1 Samsung      32         -4 TSMC           17...

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Are Shortages On The Way?

Are shortages looming? The question came up at STMicroelectronics’ investor day with a remark from the floor that microcontroller lead-times are extending generally, while ST expects to have 90% fab...

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Neelie Saves Europe From The Brink

It looks as though Neelie Kroes’ 10/100/20 programme to invest $100 billion to get Europe a 20% share of the chip market has come none too soon – Europe’s share of global semi capex this year will be...

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Happy Days

Happy days are here again, Infineon’s CFO tells German financial newspaper Boersen-Zeitung. “After two years of stagnation, a recovery is on the horizon for the global semiconductor industry,”  CFO...

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Infineon Gets Windy

Infineon expects 7 – 11% growth this year. For the current quarter it expects ‘mid single-digit growth’ – presumably 5%. However the current quarter sales of Euros 984 million were down on calendar Q4...

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DRAM Makers To Pay $310m For Price-Fixing

33 US Attorney Generals have extracted an undertaking to pay $310 million from six current and former DRAM makers for price-fixing between 1998 and 2002. In what looks like a casualty list from the...

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Infineon Snubs Europe

The CEOs of Europe’s Big Three chip companies have been in a jam for the last year. In May 2013, EC vp Neelie Kroes announced her goal for Europe to take a 20% share of the world chip market. She got...

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Playing Hedgies

It’s a lovely sunny Tuesday afternoon so let’s play Hedgies – not Hedges – Hedgies i.e. what do we buy and what do we short? Look at the market cap of Europe’s top semiconductor companies. $bn ARM...

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Japanese Combine To Take On Qualcomm

Qualcomm is to get some heavyweight competition with Samsung, Panasonic, Fujitsu and NEC getting together with operator NTT DoCoMo to develop LTE ICs for smartphones. It is said that DoCoMo will chip...

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TI, Toshiba & Intel – The Survivors

Only Intel, TI, and Toshiba have been in the semiconductor top ten for every year of the last 26, according to IC Insights. In 1985, NEC was No. 1 with sales of $2.1 billion when there were four other...

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Steve Appleton

Micron CEO Steve Appleton who died at the weekend was unique. No other semiconductor CEO started his career as working as a production machine operator. That experience made Micron the lowest cost...

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