Latest electronics industry views on Markets

China Eyeing Up GloFo.

China is talking to Abu Dhabi about buying GloFo, reports Digitimes. China’s Hua Capital Management fund which manages China’s National Integrated Circuit Industry Investment Fund is talking to GloFo’s owner, the Advanced Technology Investment Corp (ATIC) of Abu Dhabi, about buying GloFo. China recently allocated $19 billion…

Read More

Wobbly Wearables

Hard on the heels of its report that interest in home IoT fell off a cliff in the first half of the year, Argus Insights, has produced a report saying wearables are also taking a dive. “The rate of wearable demand is slowing post Holiday 2014,” says Argus. Fitbit still…

Read More

Foundry Rates Falling

Good news for fabless companies is that foundry rates are on the way down. 28nm on 300mm is now 10% cheaper, and 0.18 micron on 200mm is 20% cheaper at the second tier foundries, reports Digitimes. Driving down prices is low utilisation rates. Q4 rates are expected to be…

Read More

Hitting The Buffers

On the face of it, Rambus’ move to become fabless after 25 years as an IP company is revolutionary. However it may be more of an evolutionary move driven by customer requirements following difficulties with DDR4. Rambus has a two-chip solution to the DDR interface called RB26 which, added…

Read More

Lacklustre H2 Looms

It doesn’t look like being a good year for semiconductors. In the first half, the collective sales of the top twenty companies were $128 billion – less than half the 2014 full year sales of $259 billion. So, with H2 looking lacklustre, IC Insights is projecting a 1-2% rise…

Read More

Samsung Closes Gap With Intel; Infineon Overtakes ST

Samsung is catching Intel quite fast – $11.9 billion to $10.3 billion in Q2, reports IC Insights, and Infineon has overtaken ST to become Europe’s largest chip company – Infineon’s Q2 sales were $1.762 billion while ST’s were $1.754 billion. Q2 sales $bn Intel 11…

Read More

Q2 Breaks The Semi Record.

Q2 semi sales rose 1% over Q1 and 2% over Q2 2014 to reach an all-time sales record for Q2 of $84 billion. June sales were down 0.4% on May but up 2% on June 2014 reaching $28 billion. Year-to-date sales are 3.9% higher than…

Read More

Infineon Goes From Strength To Strength

Infineon is looking to grow 34% this year. It had calendar Q2 revenue of €1,586 million – up 7% on calendar Q1 – for a profit of €245 million at a margin of 15.4%. Infineon expects a 1% revenue increase in calendar Q3. Between its four main operating units, revenues…

Read More

Weakening DRAM Threatens Micron.

Bad news for Micron, as it struggles to counter Tsinghua’s bid, or at least get the Chinese to improve the $23 billion offer, is that DRAM prices are expected to fall. Excess smartphone inventory means that mobile DRAM prices are set to drop, reports Digitimes. This is compounded by…

Read More

Sequential Growth At ST

ST saw Q2 net revenues improve sequentially to $1.76 billion with net profit slightly down at $35 million and operating profit of $12 million compared to $98 million in Q2 2014. Gross margin was 33.8%. Q3 gross margin is expected to be about 35%, plus or minus 2…

Read More

FD-SOI Gets ARM Thumbs-Up

FD-SOI is becoming an interesting technology for the mobile SoC market, reckons ARM. I think it’s very interesting,” ARM evp Pete Hutton tells me, “if you look at low-power/low-cost a lot of people are sticking at 28nm and not moving to 16nm finfet because it…

Read More

ARM Sparkles

ARM saw Q2 revenues rise 15% to $357 million and profits rise 32% to $192 million. “Q2 2015 has been a strong quarter for ARM with a highly diverse range of leading companies choosing to license ARM’s latest processors and physical IP for their future product developments,” says CEO…

Read More

SEMI b-to-b 0.98

The SEMI bok-to-bill was 0.98 in June. So far this year the b-to-b has been January 1.04, February 1.03, March 1.10, April 1.04, May 0.99. June bookings were $1.51 billion – 2.6% down on May’s $1.55 billion…

Read More