Yesterday First Solar closed at a new 52 week high after Goldman Sachs posted a Buy recommendation and news of a $1 billion manufacturing plant in Vietnam hit.

"DRAM prices were previously expected to rebound from the second quarter of the year, but that may be brought forward to the first quarter," Kwon Oh-hyun said at an industry event.

Toshiba is hammering out a deal to outsource fabrication of advanced system chips to Globalfoundries, the Nikkei business daily reported, citing company sources.

Officials with Micron Technology have said the company intends to break ground this year on a new 50,000-square-foot research facility at its main campus in Boise. At least half of the new building will be devoted to R&D of 300mm wafer microchips.

Western Digital again shipped more disk drives than Seagate in the fourth quarter of 2010, although Seagate's stronger enterprise presence allowed it to top WD in overall revenues.

PV system integrator MHH Solartechnik has signed a multiyear contract to sell Solar Frontier's next generation CIS modules to its German customers. Solartechnik will begin selling the modules in March, with the total volume of sales expected to exceed 100MW.

Samsung Electronics has announced that its new 4Gb-based 40nm-class DDR3 memory will be used in HP ProLiant G7 servers.

Germany's government and an industry group said Thursday they have agreed to trim solar power subsidies by up to 15 percent this year as demand thrives in the country, a leading producer and user of the renewable energy source.

Tilera, among the first in a growing number of processor makers looking to manufacture non-x86 chips for servers in cloud computing and other high-performance environments, is getting more support from a number of capital venture companies and tech vendors like Cisco Systems and Samsung.

The San Francisco-based bank said in a statement that such agreements "are a common first step in a business relationship involving a Chinese company," and that the partnership "could lead to the development and building of solar power projects."

The fab tool industry has undergone a sea of change...

As reported, Unity recently ousted its chief executive and the company is moving from a fab to an IP model, according to sources. Unity has reportedly been on the block. And a fab alliance with Fujitsu has reportedly fallen through.

The sales decline during the quarter was driven primarily by weaker than anticipated wireless communications sales to customers in Europe and North America.

The agreement extends access for ARM to assure early time-to-market readiness of the necessary platform of physical and processor IP solutions for nodes ranging from 20nm through 14nm.

Germany's planned cuts to subsidies for photovoltaic solar energy installations could take effect as early as July, people familiar with the matter have said.

ASML said it expects first-quarter net sales this year of about 1.4 billion euros (US$1.88 billion), and said the company has the potential for 2011 sales of more than five billion euros. Sales in 2010 rose to 4.51 billion euros.

Shares of Elpida Memory were up 2.3% in early Tokyo trading after business daily Nikkei reported in an unsourced story that the chipmaker plans to raise DRAM prices by about 10% as early as this month.

Intel is yet to be much of a player in the booming tablet and smartphone spaces, a concern for industry observers in the long term. However, for now the burgeoning markets are helping drive demand in some of Intel's traditional businesses.

Nanya Technology may sell its stake in Inotera Memories to Micron Technology, a move that will herald an industry reorganization, an analyst said.

Infineon Technologies has announced the Volkswagen AG Business Unit Braunschweig will use Infineon's Hall sensors in electric power steering systems for vehicles.

The Marlborough, Mass.-based solar technologies company said the closure will come as it ramps up its production in China. The company produces solar wafers at a company-owned plant in Wuhan, China.

OCZ Technology, once primarily known for its DRAM/memory products, has in recent years expanded its product portfolio to include cooling products and power supplies. Another product category that has seen large gains for the company has been the SSD market.

The Certitude software enables engineers to raise the quality of verification environments and IP design components required to develop microcontroller unit solutions for automotive electronics applications.

Globalfoundries plans to double its capital spending to US$5.4 billion in 2011, said CFO Robert Krakauer. The money will go toward upgrading a plant in Dresden, Germany, building another in upstate New York and planning a factory in Abu Dhabi.

Nintendo says it will ship about 1.5 million units of its 3DS console in the first month after debut, promising to avoid the huge shortages seen with the launch of earlier versions, Nintendo President Satoru Iwata told the Nikkei in an interview ahead of the February 26 release in Japan of the device.

Elpida plans to finalize the business integration talks by the end of this month by obtaining approval from Taiwan authorities and securing support from financial institutions in Taiwan, sources said. Rexchip Electronics would become a holding company with Powerchip and ProMOS under its umbrella.

Fairchild Semiconductor will be closing the 6-inch manufacturing line in its South Portland, Maine manufacturing facility and transferring production to its 8-inch fab in the same site. The restructuring is expected to eliminate approximately 120 jobs at the facility over a nine-month period.