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Shares of chip equipment makers Applied Materials, KLA-Tencor, and Lam Research are all up in after-market trading, following a Q4 report from Intel in which it projected capital spending to be flat this year with last year's level.
Barron's
Spansion has launched a family of industrial-grade e.MMC NAND memory products for the consumer, communication and industrial equipment markets.
Company release
Amtech Systems, a supplier of production and automation systems and related supplies for the manufacture of solar cells, semiconductors, and sapphire and silicon wafers, has received approximately US$10 million in new solar orders.
Compound Semiconductor
Nokia is expected to show a steep fall in network equipment sales in its results this week, highlighting the challenge facing management after selling its once mighty handset division to Microsoft for EUR5.4 billion (US$7.3 billion).
Reuters
Samsung Electronics has begun commissioning equipment orders for its newly constructed semiconductor plant in Xian, China.
Korea IT Times
Nova Measuring Instruments, the Israeli maker of equipment for semiconductor manufacturing, rebounded in New York after the chief executive officer said he's confident its largest customer won't pare back orders.
Bloomberg (via Businessweek)
Consumer demand for sophisticated mobile devices creates profitable growth opportunities for Applied's semiconductor and display equipment businesses.
Company release
The China-based company already has a manufacturing base in Sorocaba (92km from S瓊o Paulo city) which produces telecommunications equipment and employs about 3,000 staff.
ZDNet
Altera has agreed to acquire TPACK, a wholly-owned subsidiary of Applied Micro Circuits. TPACK delivers complete FPGA-based OTN (optical transport network) products targeting packet and optical networking equipment suppliers.
Company release
Increased spending in NAND and flash by Micron, LEDs by Philips and Osram, and continued investments by Globalfoundries will create new opportunities for equipment and materials suppliers in Southeast Asia.
SEMI
After strong gains in 2010 and 2011, power transistor sales fell more than 8% in 2012 to US$12.3 billion primarily due to weak economic growth and high levels of uncertainty, which caused equipment makers to rein in semiconductor purchases, according to IC Insights.
IC Insights
Fab equipment spending for front-end facilities is expected to be flat in 2013, remaining around US$31.7 billion, increasing to US$39.3 billion in 2014 - a 24% increase.
SEMI
Wireless is set to be the leading growth segment for semiconductor spending among original equipment manufacturers (OEMs) in 2013, with expenditures rising by a double-digit margin to support the burgeoning markets for smartphones, tablets and mobile infrastructure gear, according to IHS iSuppli.
Company release
KLA-Tencor posted fiscal first-quarter revenue below expectations and said current-quarter revenue would fall more as chipmakers, worried about the economy, hold off on new orders of manufacturing equipment.
Reuters
Dutch semiconductor-manufacturing equipment maker ASML said Wednesday it sees weak demand in memory chips, and adjusted its second half net sales guidance to the lower end of its earlier EUR2.2 billion-EUR2.4 billion range.
Marketwatch.com (Dow Jones)
French telecom vendor Alcatel-Lucent will cut about 1,000 jobs in India as part of its global restructuring effort to cope with dwindling demand for network equipment among telcos in the country.
ZDNet
Applied Materials has has signed an enhanced two-year contract with Globalfoundries to service all Applied Materials equipment at its Fab 1 in Dresden, Germany.
Company release
The Nikkei Shimbun, Japan's economic newspaper, reported that Nikon is going to work with Intel to develop the next generation semiconductor manufacturing equipment capable of handling 450mm wafers.
EE Times
The company also revised its calendar year 2012 industry forecast for wafer fab equipment spending to US$30-33 billion, compared to its previous expectation of US$32-35 billion, in line with the market changes.
Company release
Wieberneit has spent more than twenty years in the consumer and communication semiconductor space, serving in different R&D, CTO and GM positions at Trident Microsystems, Micronas and Infineon Technologies.
Company release
ASML dropped the most in six months after Europe's biggest semiconductor equipment maker didn't provide guidance for future orders in its first-quarter results.
Bloomberg
Australia's government has banned Chinese technology giant Huawei from bidding to help build a high-speed Internet network amid concerns about cyber attacks traced to China. Australian Prime Minister Julia Gillard said Monday the move was among "prudent decisions" her government had to make to ensure the planned network functions properly.
AP (via Washington Post)
Atomic Precision Systems (APS), a little-known semiconductor equipment vendor specializing in deposition technology, has filed a patent infringement suit against Intel, IBM and Micron Technology claiming that they willfully infringed on an atomic layer deposition (ALD) patent held by APS, according to a statement issued by the company's law firm Tuesday.
EE Times
Leading electronic equipment manufacturers remained the center of the semiconductor world in 2011, accounting for US$105.6 billion of semiconductors on a design total available market basis - 35% of semiconductor vendors' worldwide chip revenue, according to Gartner.
Gartner
Dutch semiconductor equipment maker ASML said Wednesday it expects a healthy start to 2012, as its customers invest in chip production to drive faster and more powerful smartphones and tablets.
Wall Street Journal
After several years of rapid capacity expansion driven by high-brightness LED used in TV backlighting applications, a 40% decline in world metal organic chemical vapor deposition (MOCVD) purchases in 2012 will reduce overall LED equipment spending for the first time in over five years.
SEMI
1 Nov 2011
GT Advanced Technologies and Saudi Arabia-based Polysilicon Technology (PTC) have signed a US$47.7 million deal, which will see GT supply its SDR 400 reactors to PTC.
PV-Tech
Many next generation products from the display industry designed to overcome the recession, caught the attention of the spectators. Components and equipment manufacturers also were busy enthusiastically showing their new technology to foreign buyers.
Korea IT Times
"Michael Woodford has largely diverted from the rest of the management team in regard to the management direction and method and it is now causing problems for decision-making by the management team," the company said in a statement.
BBC News
Linear, which makes semiconductors for industrial equipment and luxury cars, ranked above Microsoft and Apple - two companies with market valuations that are 30 to 50 times larger.
Bloomberg
Verigy, an Advantest Group company, has announced that the company has reached a major milestone with the installation of its 2,500th V93000 system-on-chip (SoC) test platform. The milestone shipment is part of a multi-system order from Advanced Semiconductor Engineering (ASE).
Company release
Applied Materials CEO Mike Splinter told analysts on a conference call that he is now expecting chipmakers to spend US$1 billion less on new equipment than the company forecast in July. "We've seen demand from our foundry customers soften significantly in the past six weeks," Splitner said.
Marketwatch.com (Dow Jones)
The price of polysilicon, the main raw material in photovoltaic panels, rose in August for the first time in five months, and Goldman Sachs Group Inc. said solar-equipment makers are poised for recovery.
Bloomberg
"We are seeing significant near term declines in wafer fab equipment spending, and as result our September quarter shipments, revenues and earnings per share will be well below our June quarter results," Lam Research CEO Steve Newberry said.
Marketwatch.com (Dow Jones)
Several large sapphire furnace orders have helped GT Solar to almost double its equipment order backlog guidance from approximately US$1 billion to US$1.6 billion. However, technical upgrades offered to existing customers of DSS650 furnaces are tracking ahead of schedule, enabling GT Solar to raise revenue guidance for the current quarter to approximately, US$225 million, up from previous guidance of between US$140 million - US$150 million.
GT Solar International Inc of Merrimack, NH, USA (a provider of polysilicon production technology as well as sapphire and silicon crystalline growth systems and materials for the solar, LED and other specialty markets) has reported revenue for its fiscal fourth quarter (ended 2 April) of $271.6m, up 3.3% on $262.9m last quarter and 40% on $194.7m a year ago. Revenue by business segment was $79.2m in polysilicon, $186m in photovoltaic (PV), and $6.4m in sapphire (all of which was sapphire materials revenue).
Semiconductor Today
Applied Materials reported a fiscal second-quarter profit that nearly doubled from the year-earlier period, as the company saw stronger sales of semiconductor capital equipment. But shares of the company slipped nearly 2% in after-hours trading after it posted a weaker-than-anticipated outlook.
Marketwatch.com (Dow Jones)
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