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来源:LM317 Electronics Components编辑:TE Connectivity Measurement Specialties时间:2021-06-15 14:58:51

Though their collective market share is decreasing, the number of EDA startups has grown and may currently number 250, Meas noted. Of those, he said, fewer than one in five will reach their goals.

The electronics world continues to move toward what TI does best,” he said. Three years ago, we identified DSP as the potential technology that would change the face of electronics; … and TI is not just tagging along with DSP growth, we're driving the growth.”

For the first quarter, ended March 31, TI reported net income of $233 million on revenue of $2.04 billion, compared with net income of $11 million on revenue of $2.19 billion in the first quarter of 1998.

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Even when charges related to acquisitions and divestitures are excluded, net income for the most recent quarter was $261 million, up from $176 million in the year-ago period.

Although revenue from DSPs and analog products was flat sequentially, and total revenue increased only $46 million, TI reported semiconductor orders increased 13% sequentially and 19% from the prior-year period.

A rise in new orders should begin translating into increased revenue in the second quarter, said William A. Aylesworth, senior vice president, treasurer, and chief financial officer.

RN55D15R0FRE6_Vishay Dale

DSP revenue rose 16% from the first-quarter 1998 tally. That will put TI on pace to exceed analyst projections of 25% growth this year in the general-purpose programmable DSP market, Aylesworth said.

Vadim Zlotnikov, an analyst with Sanford C. Bernstein & Co. Inc., New York, said he expects TI's earnings to increase 75% this year from last year's EPS of $1.02, followed by a 30% gain in 2000.

RN55D15R0FRE6_Vishay Dale

The real issue for TI is their strategy for developing a software and design-tool framework around DSPs, which would effectively encourage design reuse and lock customers into TI,” he said. That would achieve long-term defensibility of their franchise.”

Zlotnikov said TI's only difficulty in the past quarter was a loss in market share in hard-disk drives to competitors such as LSI Logic Inc. and STMicroelectronics Inc.

In an interview last week, Steven R. Appleton, chairman, president, and chief executive of Micron (Boise, Idaho), said the dumping case filed by the Taiwan Semiconductor Industry Association (TSIA) will have no impact, even if duties are ultimately assessed against Micron and other DRAM producers in the United States.

We all make DRAMs at fabs elsewhere in the world. These products wouldn't becovered by any Taiwan dumping duties and could be shipped to Taiwan,” Appleton said.

Downplaying the recent allegations, Micron observed that the dumping procedures followed by the Taiwanese government are similar to the process in place withinthe United States. That means tariffs pertain only to exports coming from thecountry named in the complaint, and do not affect similar goods made elsewhere.

In fact, Appleton said, the TSIA dumping charges may wind up hurting Asian DRAM producers far more than Micron, which he believes was the intended target of the suit.

Micron, which last year filed its own DRAM dumping suit against Taiwan's chip makers — a case that is still pending before the U.S. International Trade Commission — said the TSIA's move is a clear case of retaliation. I don't know what they intend to gain,” Appleton said.

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