| IP business model to continue to exist, says analyst |
Source:Anne-Francoise Pele, EETimes, December 6 2007 |
| http://www.eetimes.eu |
Semiconductor intellectual property (IP) as a real market emerged about ten years ago, and
although detractors said there was no money to be made in IP, this sector has outgrown both
the EDA and semiconductor markets. In his presentation at the IP 07 Conference this week in
Grenoble, France, Jim Tully, vice president and chief of research for semiconductors at
Gartner Dataquest Inc. (Stamford, Connecticut), addressed semiconductor IP market changes
over its relatively short history, the current drivers for growth in IP and explored its evolution
paths over the next several years. |
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| 89% of notebooks shipped in Q3 are from Taiwan |
| Source:evertiq, December 7 2007 |
| http://www.evertiq.com |
This sets a new record high, up from 85% in Q2’07, 80% in Q1’07 and 87% in Q4’06. Many
notebook PC brands outsourced 100% of their core notebook PC barebones assembly to
subcontract manufacturers, including HP, Dell, Apple and Acer Gateway. Some brands like
Toshiba, Sony and Fujitsu insist on maintaining some in-house assembly.
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| Future Horizons upbeat on 2008 |
| Source:Colin Holland, EETimes, December 7 2007 |
| http://www.eetimes.com |
|
While 2007 was a disappointing year for the semiconductor industry things will get better in
2008 according to analysts at Future Horizons. The first 2007 half-year IC sales were down 6
percent in value on the second half of 2006 and with recovery only starting at the beginning of
Q3, overall growth for 2007 is expected to be 5 to 6 percent.
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| Mentor Graphics expands India operations |
| Source:Dipti Agarwal, EE Times, December 10 2007 |
| http://www.eetindia.co.in |
Mentor Graphics Corp. has announced a major expansion of its India operations with the
opening of a new 20,000 square foot sales and support facility in Bangalore, India. This
expansion is in line with the company's strategic focus on India as a key region. |
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| India emerges Top 3 economy in the world |
|
Source:The Economic Times, December 10 2007 |
| http://www.ibef.org |
India Inc holds far more within its folds than what meets the eye. In the knowledge-driven
global marketplace, where intangible assets such as intellectual property, brand, customer
relationship and talent hold much more value than tangible 'visible' assets such as capital, land,
building, factories et al, India emerges at the top of the podium, head and shoulders above all
developed countries and blocs, barring the US and Switzerland.
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| India may be No 3 market for Intel |
| Source:The Economic Times, December 10 2007 |
| http://www.ibef.org |
|
India is expected to become one of Intel Corporation's top five markets within the next three
years, fuelled by growth in smaller cities. The country is already the fastest growing market for
the world's largest chipmaker. |
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| Lam buys SEZ for $568 million |
| Source:Mark LaPedus, EETimes, December 10 2007 |
| http://www.eetimes.eu |
|
In a major move in the wafer cleaning market, Lam Research Corp. has signed a definitive
agreement to acquire the SEZ Group for $568 million. |
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| IC Insights: Semiconductor Capital Spending Expected to Drop 9% in 2008 |
| Source:Semiconductor International, December 10 2007 |
| http://www.semiconductor.net |
|
As a result of semiconductor manufacturers putting more emphasis on improving profit
margins, capital spending will likely experience a serious hit in 2008, according to the latest
report from market analyst IC Insights (Scottsdale, Ariz.). Capital spending slowed down
significantly in 2007, and is actually forecast to decline next year by 9%. |
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| India no.2 in AT Kearney FDI confidence index |
| Source:Business Standard, December 11 2007 |
| http://www.ibef.org |
|
China and India continue to rank first and second in the 2007 Foreign Direct Investment
Confidence Index, a regular survey of global executives conducted by management consulting
firm AT Kearney. |
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| ST to acquire Genesis for $336 million |
| Source:Anne-Francoise Pele, EETimes, December 11 2007 |
| http://www.eetimes.eu |
|
European chipmaker STMicroelectronics NV (Geneva, Switzerland) announced its intention to
make an agreed cash offer of $8.65 per share to acquire Genesis Microchip Inc. (Mountain View,
California). The total equity value amounts to about $336 million. |
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| Toshiba To Enter The Market For Notebook Solid-State Drives |
| Source:Antone Gonsalves, InformationWeek, December 11 2007 |
| http://www.informationweek.com |
Toshiba said Tuesday that it plans to enter the market for solid-state drives for notebooks next
year, selling by May three lower-priced products that could up the pressure on competitors. |
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| Asian Chip Manufacturing Capacity Growing at Double Digit Rate, says In-Stat |
| Source:Tekrati, December 11 2007 |
| http://semiconductors.tekrati.com |
|
Semiconductor manufacturing in Asia has been increasing at an impressive pace, and that trend
will continue for at least the next several years, reports In-Stat. Asian semiconductor
manufacturing capacity will increase at a Compound Annual Growth Rate (CAGR) of 10.8
percent from 2006 to 2011. |
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| U.S. VC funds prefer Israel, China, India, Canada |
| Source:Amir Ben-Artzi, EE Times, December 12 2007 |
| http://www.eetasia.com |
A survey of venture capital associations found that Israel is one of four leading destinations for
U.S. venture capital funds, alongside China, India and Canada. This is one of the findings of a
survey conducted by Deloitte Touche Tohmatsu together with Israel Venture Association and its
corresponding associations in the United States and Europe plus 16 additional venture capital
associations worldwide. |
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| Consumer electronics key to stable semiconductor outlook |
| Source:evertiq, December 12 2007 |
| http://www.evertiq.com |
|
As the semiconductor industry continues to expand its total available market while pursuing a
lower-capital intensive profile, Fitch believes the industry will experience less volatility and
relatively more predictable free cash flow. Consistent with the broader technology industry,
Fitch expects several semiconductor companies will continue to evaluate potential
opportunities to alter their mostly equity-dominated capital structures via acquisition activity
and/or potential debt-financed stock buyback actions, resulting in additional technology debt
issuance. From a business and operating profile standpoint, as well as within the context of
Fitch's credit considerations, semiconductor companies continue to be subject to the highest
technology risk within the technology industry. |
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| India, China will shape digital convergence, Xilinx exec says |
| Source:K.C. Krishnadas, EETimes, December 12 2007 |
| http://www.eetimes.com |
India and China will play a major role in shaping digital convergence, a much-hyped concept
that is nevertheless proving to be a big opportunity and challenge for the global electronics
industry. According to Krishna Rangasayee, senior director, vertical markets and partnerships
at Xilinx Inc. (San Jose, Calif.), digital convergence promises to reshape the entire electronics
industry. |
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| Future Looks Bright for the China Photovoltaic (PV) Battery Industry as Solar Energy Goes
Mainstream |
| Source:BusinessWire, December 12 2007 |
| http://www.businesswire.com |
PV industry witnessed a rapid growth, and in the future it will have a nearly limitless outlook.
During the ten years from 1996 to 2006, yield of solar batteries in the world has increased by
26 times with an annual compound growth rate of 38%. Besides, annual installations of solar
batteries have increased by 22 times with annual compound growth rate of 36%. Such a growth
is too speedy to compare for any other industries except for the semi-conductor industry.
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| India, a Stirring Giant, Is the New Place to See and Be Seen |
Source: Heather Timmons, December 13, 2007, The New York Times |
| http://www.nytimes.com |
A soaring economy and crumbling trade barriers are making India a “must visit” destination for
foreign politicians and executives. The crush of visitors, often first-timers but also companies
seeking to expand their existing operations here, lands daily. They all hope to sign deals, find
local partners, sell their wares or just soak up the contradictions that characterize the world’s
largest democracy, a singular melding of chaos and opportunity. |
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| SanDisk forms Vietnam partnerships for flash cards |
| Source: December 13 2007 |
| http://www.eetasia.com |
SanDisk Corp. has announced that it is expanding its retail flash memory card business in
Vietnam via partnerships with FPT Corp. and Ingram Micro Inc. |
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| South Korea woos U.S. investors, seeks to break free of Japan |
| Source:Leopold, EE Times, December 13 2007 |
| http://www.eetasia.com |
|
Seeking to cut its dependence on rival and chief supplier Japan, South Korea plans to diversify
its electronics industry by developing fresh intellectual property and offering new product
categories.
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| Survey: India is top destination for job offshoring |
| Source: K.C. Krishnadas, EE Times, December 13 2007 |
| http://www.eetasia.com |
|
India remains the top destination for offshore services, though China, Russia and Brazil are
emerging as credible alternatives, a survey found. According to Gartner Inc., spending to
offshore jobs is expected to grow by 40 percent in the United States and by 60 percent in
Europe during 2008.
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| Broadcom tops ABI's Wi-Fi chip ranking |
| Source: John Walko, EEtimes, December 13 2007 |
| http://www.eetimes.com |
|
Broadcom Corporation has been ranked top in market research group ABI's study of Wi-Fi chip
vendors, with Atheros Communications and Marvell Semiconductor taking second and third
spots respectively.
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| Cypress opens Asian operations center in Shanghai |
| Source: EETimes, December 14 2007 |
| http://www.eetasia.com |
|
Cypress Semiconductor Corp. has set up a new China business operation in Shanghai that will
serve as the centerpiece for its Asia design, manufacturing, sales and marketing operations.
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