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来源:LM317 Electronics Components编辑:Option NV时间:2021-06-15 14:10:47

The next few years may determine how competitive and innovative Taiwanese OEMs can be. One analyst suggested that mergers might help OEMs consolidate their R&D dollars and shore up their bargaining position with the global giants like Compaq, known for being a tough negotiator.

Fourth quarter revenues at the Maine-based company dropped 2% sequentially from the third quarter but were up 30% from the year-ago results to $468.8 million. First quarter sales will be down 10% from this quarter.

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We expect bookings activity to remain slow through at least mid-February,” says CFO Joe Martin, acknowledging he is somewhat cautious for the next one to two quarters. We believe there is still excess inventory in the distribution and EMS electronic manufacturing services channels associated with the PC market, and that it will take most of the first quarter for this situation to correct itself,” he adds.

But Fairchild posted better-than-expected earnings for the fourth quarter, beating Wall Street's estimates with an adjusted net income of $76.9 million or 76 cents per diluted share. Analysts expected 72 cents per share.

Fairchild figures that business should start improving towards the end of the year. We expect second-half revenues to be approximately 7-to-9% higher than the first half,” Martin says. We expect higher depreciation costs and lower pricing on our mature logic, discrete, and analog products to limit our gross margins to the 31-to-32% range in the first quarter, with margins slowly recovering through the remainder of the year.”

P1206E14R7GB_Vishay / Dale_Chip Resistor - Surface Mount

(See Jan. 24 story.)

P1206E14R7GB_Vishay / Dale_Chip Resistor - Surface Mount

So it has been trying hard to expand into logic. Now the company will no longer focus on general-purpose devices to get there. Micron is slowly building its logic processing capability to become a major player in new embedded-memory markets,” declares VP Dean Klein. The chip maker is now targeting custom high-performance logic chips, he says, instead of devices aimed at broad commercial markets.

Although Micron's bread and butter is selling discrete DRAM, Klein says increased emphasis on logic is a natural extension of advanced memory-chip processing. All DRAMs have some logic already included in the design,” he says. But as performance levels of memory go up, more integration with logic is needed. Micron is a memory-centric company. We must be prepared to offer new technology to sell more memory.”

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