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Applied Materials and Samsung Electronics have reached a settlement agreement that resolves potential civil claims and removes the risk of civil litigation between the parties relating to the alleged acquisition, misappropriation and misuse of Samsung's confidential semiconductor information in Korea.
Company release
The equipment vendor has commented that DRAM companies are expected to scale back their spending "considerably" throughout 2011, and investments in LCD technology will likely be weak for at least a couple of quarters.
ABC News
China, the world's largest producer of rare-earth metals, will speed up exports of the minerals after delays disrupted supply, according to Japan's Trade Minister Akihiro Ohata.
Business Week
Gold prices surged above US$1,400 a troy ounce on November 8, setting a fresh nominal all-time high after World Bank president Robert Zoellick said leading economies should look at a modified global gold standard to guide currency movements.
The Financial Times
Applied Materials announced that Hareon Solar has selected its SmartFactory manufacturing automation software to improve productivity across Hareon's solar photovoltaic (PV) cell manufacturing operations in China.
Company release
Rare earth metals are sprinkled in a vast number of the things that make the modern world go round - from iPods to windturbines, electric car engines to flat-screen TVs and smart-bombs. The reason you'll hear a lot about them is 1) because China currently controls 93-97% of the world's production and 2) because China is enforcing strict new quotas on the exports of rare earths which is pushing up global prices sharply.
Daily Telegraph (UK)
Adesto Technologies, a memory startup funded by Applied Materials and others, is readying its first conductive-bridging random access memory (CBRAM) product. CBRAM is seen as a potential candidate to replace conventional flash memory. Other candidates include FRAM, MRAM, phase-change and RRAM.
EE Times
The Taiwan-based Industrial Technology Research Institute, or ITRI, won the top prize in this year's Innovation Awards contest for a manufacturing technique that promises to clear the way for commercial development of high-quality displays on flexible materials.
Wall Street Journal
Rather than install racking systems to hold heavy glass-covered solar panels, the company's PowerFlex BIPV modules can be adhered onto a roof or built right into roofing materials. The modules are quicker to installer, lighter, and don't require any penetrations into the roof, according to the company.
CNET
Applied Materials has forecast quarterly results that beat Wall Street estimates, with demand for its chip-making gear holding up despite fears of weakening technology spending. But the company warned that sales of solar and energy equipment would slide 10-20% this quarter.
Reuters UK
Chip equipment maker UMS, which counts Applied Materials as its biggest client, will boost capacity utilisation to 85% in the third quarter from 65% in a booming industry.
Reuters India
Chipmaking equipment company is adding local jobs for first time in three years as sales rebound.
Austin American-Statesman
Wall Street Journal
Applied Materials has announced it will stop new sales of its "turnkey" SunFab thin-film solar manufacturing line and concentrate on silicon solar and LED lighting. The restructuring of its Energy and Environmental Solutions business will lead to the elimination of 400-500 positions and a third-quarter charge between US$375-425 million.
CNET
Applied Materials "has not made a dent in the mask shop," said Brian Trafas, chief marketing officer at KLA-Tencor. "They have a few systems in the fab, but it's a small share."
EE Times
Applied Materials said demand for semiconductor and solar-panel manufacturing equipment in Europe is growing rapidly, a sign the region's debt crisis isn't crimping spending.
Bloomberg
Shanghai-based JA Solar announced that it had agreed to supply solar panels to MEMC Electronic Materials.
Getsolar.com
Chinese wafer supplier Huantai Silicon has suspended its partnership with the country's solar cells and panels giant Suntech Power on their joint venture Glory Silicon, and will jointly build a new venture with U.S. veteran wafer producer MEMC Electronic Materials.
Greentechmedia
"Applied's stronger second quarter results were led by revenues and profitability gains in our silicon and FPD businesses," said Mike Splinter, chairman and CEO of Applied Materials. "Global demand for computing and consumer electronics is giving our customers the confidence to make significant capacity additions, fueling what we believe will be a multiyear growth cycle..."
Business Wire
11 May 2010
7 May 2010
6 May 2010
MEMC Electronic Materials will raise its prices for silicon wafers in both the second and third quarters by the "low- to mid-single digits." SEH, Sumco, Wacker and others are also believed to be raising their silicon wafer prices.
EE Times
Pinto is the first CTO to actually relocate to China, which in itself is a watershed event, but also shows how important China is to Applied Materials and the changing landscape of technology investing.
The Market Oracle
Applied Materials has opened its new Singapore Operations Center, Applied's first facility in Asia for manufacturing its advanced semiconductor equipment.
Channel News Asia
Applied Materials topped the list of semiconductor equipment vendors for the eighteenth consecutive year in 2009, a year in which mere survival was noteworthy amid a painful recession and steep industry downturn, according to VLSI Research.
EE Times
China's Advanced Micro-Fabrication Equipment Inc. (AMEC) also made a payment to Applied Materials of an undisclosed amount, and the parties agreed to collaborate on projects in the future.
Company release
Copper on the London Metal Exchange traded above US$7,300 a tonne on Wednesday (Dec. 30, 2009) - its highest level since September 2008.
BBC News
Applied Materials will acquire Semitool for up to US$364 million, positioning Applied in the growing markets of wafer-level packaging and copper memory interconnects.
Semiconductor International
The German government is funding a research project aiming at developing manufacturing processes for large-area OLED illuminants. In the Light InLine (LILi) project, Applied coordinates the activities of a team formed of its own experts as well as professionals from OLED materials manufacturer Merck KGaA and from the Technical University of Braunschweig (Germany).
EETimesUK
ATMI, which provides specialty materials to semiconductor makers, saw revenues for third-quarter 2009 improve sequentially and beat Wall Street's expectations.
AP (via Forbes)
SVTC and TSMC will work with developers to bring to market new applications in emerging technologies such as micro-electro-mechanical systems (MEMS), biochips and other devices incorporating new materials and novel structures.
Company release
Tokyo Electron, the world's No.2 supplier of machines used to make microchips after Applied Materials, has said orders were 83 billion yen (US$931.5 million) in July-September, nearly double from the previous quarter's 48.7 billion yen.
Reuters
"We continue to make progress in every aspect of the SunFab lines and are well on our way to delivering 10% efficient SunFab panels and US$1 per watt production costs in 2010," said company CTO Mark Pinto. He also laid out plans for SunFab panels with 12% conversion efficiency and module costs below US$0.70/watt by 2012.
Business Wire
Demand for semiconductor equipment is showing signs of a return, but it remains too early to say that a broad-based recovery is at hand, said Applied Materials CEO Mike Splinter.
Wall Street Journal
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