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来源:LM317 Electronics Components编辑:American Technical Ceramics时间:2021-06-14 05:36:33

« Nos actions sur la main-d’œuvre sont destinées à protéger de façon disproportionnée les relations entre le client et le vendeur, ainsi que de continuer de nous concentrer sur des solutions novatrices », affirme Bill Owens, Président-directeur général de Nortel. « Le programme mis en avant aujourd’hui nous permettra de rafraîchir la structure de coût en rationalisant notre secteur afin de mener des opérations plus rentables. »

With enough wise old heads around to remind the youngsters how to focus on customers and the basics of business this is all eminently sensible.

Even the plan move central R&D in with front-end manufacturing, which looks odd and a potential fly in the ointment to this observer, makes more sense when one considers that many of STMicroelectronics' R&D decisions are made at European collaborative round-tables in Crolles and elsewhere.

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However, the lingering doubt is that with R&D merged in with manufacturing, there may be a shift of balance towards marketing at the expense of the well-informed pursuit of engineering progress. There's a fine line between making what people want and trying to make people want what you make. PDC

5) Silicon Strategies updates list of 60 emerging startups Silicon Strategies' 60 Emerging Startups, a list first published in April 2004, has been updated to reflect the latest conditions in the corporate, commercial and technological environments.

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Readers are welcome to provide comment and even nominate their own emerging start-ups for inclusion on a subsequent iteration of the Silicon Strategies' 60 Emerging Startups” list. Nominations should be accompanied by a short citation in favor of the company concerned. Send comments and nominations to Silicon Strategies Editor Mark LaPedus (mlapedus@cmp.com) and News Director Peter Clarke (pclarke@cmp.com).

Monday, September 27

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Philips looking to build 300-mm joint venture fab …. Royal Philips Electronics NV said it is looking to build a joint venture wafer fab for 300-mm diameter wafers, dubbed JV(12)-2”, as a source of Philips integrated circuits beginning in mid-2007.

Top-tier IDMs like Philips are reluctant to go fab lite” or fabless just yet. The big IDMs realize that fabs are still critical, especially as the industry scrambles to keep up with Moore's Law. The big IDMs still want to control their manufacturing destinies, and, in many cases, feel they can do it better than the foundries.

Meanwhile, worldwide semiconductor wafer fab utilization reached 94.8 percent at the end of the second quarter of 2004, up from 93.2 percent at the end of the first quarter. An excess inventory burn that began in the third quarter broke the advance of utilization rates, leading to a first but small decline to 94.7 percent.

We expect a downcycle in 2005 driven by supply and demand issues,” said Klaus Rinnen, vice president for Gartner's semiconductor manufacturing and design research group, in a statement. We do not expect a semiconductor device unit contraction, but rather a slowing in the pace of expansion, which, combined with new capacity additions, would lead to a supply-demand imbalance,” he said.

Utilization rates should drop below the 90 percent level in the seasonally weak first quarter of 2005,” he said. While seasonal demand growth in the second and third quarters will buffer the impact of capacity in motion, rates will decline in late 2005 and bottom out in the first quarter of 2006 in the low 80 percent range for all production before beginning to climb again.”

While there are concerns for 2005, 2004 is turning out to be one of the best years for fab equipment. Wafer fab equipment revenue is on pace to rise 72 percent, while packaging and assembly equipment revenue will grow 49 percent. Automated test equipment (ATE) revenue will increase by 52 percent in 2004.

SAN JOSE, Calif. &#151 Citing the hurricanes in Florida and other factors, chip maker Intersil Corp. on Wednesday (Oct. 6) lowered its revenue and earnings estimate for the third quarter, ending October 1.

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