29th October 2010

TSMC continues record-breaking performance in Q3

The company reported its best quarterly net profit and sales ever - net profit rose 54% year-on-year to US$1.52 billion.

Process Technologies as Percentage of TSMC’s Revenue in Q3 2010

150nm+ 28%
130nm/110nm 14%
90nm/80nm 12%
65nm/55nm 29%
40nm 0.33% 17%

In spite of the slow growth rate predicted of the global chip industry next year - CEO, Morris Chang forecasts a mere 5% revenue growth for the global chip industry in 2011, much less than his 30% forecast for this year - the foundry industry bellwether will up its capital spending in 2011 as compared to this year. New capacity for cutting edge 28-nanometer production technology is twice as expensive as 65nm technology; and TSMC will mass-produce chips using 28nm technology in the fourth quarter of this year

posted in Semiconductor, Process, Foundry, Forecasts | 0 Comments

29th October 2010

Percello’s acquisition by Broadcom

Broadcom has paid $86m net of cash for Israeli femtocell IC specialist Percello in a bid to lower the BOM, and accelerate time to market, for its femtocell chip offerings. This comes close on the heels of acquiring the WiMAX prpovder, Beceem Communications.

The big fabless company’s acquisition does signify an endorsing of a real demand for femtocells. It is also now well positioned to take advantage of the relationship Percello has already cultivated with Ubiquisys, probably the number one in femtocell access point vendors.

Linley Gwennap, founder and principal analyst at Linley Group had correctly predicted in a talk to EETimes earlier -“The incremental cost of the femto function would be around $10. This could ultimately require the femto processor to integrate Ethernet and Wi-Fi as well as DSL or cable-modem. Broadcom is the obvious company to develop such a chip.”

Interconnectivity is getting more and more interesting! And hey, this is Broadcom’s sixth acquisition in Israel – and it already has 3 development centres there.

posted in Semiconductor, Business, Communciation, Mergers & Acquistions, 3G | 0 Comments

13th October 2010

Logical adjacency or hedging bets?? - Synopsys buys software firm Optical Research

Synopsys has acquired Optical Research Associates, a privately held premier provider of optical design software andl engineering services. The acquisition represents Synopsys’ first move into markets associated with displays and solid state lighting using light emitting diodes. The company said the acquisition will also allow it to expand into markets such as semiconductor lithography equipment and cameras.
Over the last few years, Synopsys has been venturing into various fields - apart from its traditional role of supplying EDA tools for the semiconductor market. Earlier it was tools for the PV systems and now this foray into markets associated with displays and solid state lighting using LEDs
 

With mixed signals on the semiconductor outlook coupled with evolving role of EDA vendors, the line between “hedging bets” and moving into “logical adjacent” areas is quite fine…..
 

posted in Semiconductor, EDA, Mergers & Acquistions | 0 Comments

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