The Semiconductor Industry Is Changing Rapidly
Muhammad Saeed, The Motley Fool - Motley Fool - 2 hrs 34 mins ago
The competitive dynamics of the semiconductor industry have changed due to the increased adoption of portable devices. Intel was the leading semiconductor player before the rise of mobile and tablets. Although the company is still dominating the...
Here's Why Apple's iPhone 6 Probably Won't Use Qualcomm's Latest Modem
Ashraf Eassa, The Motley Fool - Motley Fool - Sun May 18, 1:30PM CDT
Ever since Apple kicked Infineon Wireless (now owned by Intel ) to the curb, Qualcomm has been Apple's sole source for cellular baseband solutions. Interestingly enough, despite Apple's position as the world's leading vendor of premium...
Apple's iPhone 6 Will Have This Revolutionary Feature
Ashraf Eassa, The Motley Fool - Motley Fool - Thu May 15, 10:05AM CDT
While many are looking forward to the next-generation Apple iPhone because it will likely be thinner, feature a larger screen, and even offer improved pixel density on its display, the really impressive part about the new iPhone will probably be...
Uptrend Call Working As Taiwan Semiconductor Manufacturing Stock Rises 13.9% (TSM)
Comtex SmarTrend(R) - Thu May 15, 9:49AM CDT
SmarTrend identified an Uptrend for Taiwan Semiconductor Manufacturing (NYSE:TSM) on February 28th, 2014 at $18.07. In approximately 3 months, Taiwan Semiconductor Manufacturing has returned 13.92% as of today's recent price of $20.58.
System-On-A-Chip - Global Strategic Business Report 2014 with Annual Estimates & Forecasts to 2020
M2 - Wed May 14, 9:39AM CDT
Research and Markets (http://www.researchandmarkets.com/research/tkk6nt/systemonachip) has announced the addition of the "System-On-A-Chip - Global Strategic Business Report" report to their offering. This report analyzes the worldwide markets for System-on-a-Chip in US$ Million by the following Product Types: Mixed Signal SoCs, and Others. The Global market is further analyzed by the following End-Use Segments: Computers, Communication Equipment, Consumer Electronic Devices, Automotive Applications, and Others. The report provides separate comprehensive analytics for the US, Canada, Japan, Europe, Asia-Pacific, and Rest of World. Annual estimates and forecasts are provided for the period 2013 through 2020. Also, a seven-year historic analysis is provided for these markets. Market data and analytics are derived from primary and secondary research. Key Topics Covered (Partial) I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS II. EXECUTIVE SUMMARY 1. INDUSTRY OVERVIEW - System-on-A-Chip (SoC): Introduction - 2014- An Exciting Year for Next Technology Node Transition - Computers and Consumer Electronics - Primary Revenue Contributors - Use of SoCs in Communication Equipment Gains Traction - How Long Will the Moore's Law Hold True? - Transistor Counts (1971-2015) & Moore's law 2. MARKET TRENDS & GROWTH DRIVERS - High-End Smartphones Boosts Demand for SoCs - Internet of Things to Open New Growth Avenues for SoCs - Developing Countries Excel in Growth Prospects - Compact Size of Logic Devices Favors Growth - 3D Chip Appeal Widens Among End-Use Sectors - Companies Aim at SoCs integrated with 3G and 4G LTEs - Evolving Car Electronics and Resurgence in Auto Production to Drive Gains - Medicine Opens New Growth Opportunities - Applications in Set Top Boxes Boosts Demand for SoCs - SoCs in Smart TVs Drives Growth - Manufacturers Target Low-End Smartphones to Increase Share in Emerging Markets - Exponential Growth ofTablet PCs Drives Demand for SoC Processors - SoCs Foray into Ultrabooks and Laptops 3. CHALLENGES & ISSUES - Lack of Standardization in Intellectual Property Cores - Memory Bandwidth and Latency - Issues Related to Marketing of ICs - High Costs, a Major Deterrent - Time-to-Market Pressures - Power Consumption - Transistor Variability - Verification Challenges - A Solution to the Challenge - IP Compatibility Issue - Customer & Software Support and Staffing Challenges - System-in-Package (SiP): A Potential Threat to System-on-a-Chip 4. COMPETITION - Increasing Popularity of SoCs Pushes Mobile Chip Industry into a Phase of Consolidation - Competition in Graphic Processor Unit SoC Market - Set-top Box IC Market - Consolidation Hits TV SoC Market - Intel EyesTablets and Smartphones Market 5. PRODUCT OVERVIEW - Components of SoC - System-on-a-Chip (SoC) Block Diagram - Developments in ICs Over the Years - SoC Design Benefits - Mixed-Signal SoCs - "Second-Generation" SoCs - ASIC SSOC - A New Dimension - SoC Device Types - Standard Cells - Embedded IP - Micro Logic IP - Memory IP - ASIC/PLD IP - Analog IP & Other Components - Standards For SOCs - SoC Processor Types 6. END-USE APPLICATIONS - Computers - Communications Equipment - Consumer Electronics Devices - Automotive Applications - Others - Industrial Automation & Military - Medical & Office Devices - CRM and Hearing Aid Products Dominate the Category - New Mixed-Signal Radio-Frequency (RF) Technology Design - SoC-Equipped Nanorobots - 7. Soc Intellectual Property (IP) - Table 16: IP Cores Per SoC 8. RECENT INDUSTRY ACTIVITY - Broadcom Takes Over LTE-Linked Assets of Renesas Electronics's Associate Businesses - GCT? Semiconductor and LG Electronics Ink 3G/2G IP Licensing Agreement - Altera Signs Definitive Merger Agreement to Take Over Enpirion - Nordic Semiconductor Enters into Agreement with ARM? - Tsinghua Unigroup to Acquire RDA Microelectronics - Cadence Designs Systems to Take Over Tensilica - InvenSenseTM to Take Over MEMS Microphone Business of Analog Devices - Spansion to Take Over Microcontroller and Analog Business of Fujitsu Semiconductor - ARM Inks Licensing Agreement with Sonics - Amkor Technology, Open-Silicon and Global Foundries Demonstrate Innovative SoC - QNX Software Systems Joins Renesas R-Car Consortium - Altera to Integrate Quad-Core 64-bit ARM CortexTM-A53 Processor in Stratix 10 SoC Devices - Intel to Incorporate Broadwell-DE Server Chips in Motherboards 9. PRODUCT LAUNCHES - Altera Unveils New SoC Development Kit - Altera Launches New Reference Designs for Smart Grid Automation Systems - ARM Expands Mali GPU Range with Mali-T760 - ARM Introduces AMBA? 5 Coherent Hub Interface Specification - ARM Unveils POP IP Technology for Cortex A53 and A57 Processors on TSMC 28HPM - Altera Releases Quartus? II Version 13.0 Software - Intel Releases Three New AtomTM Z3000 SoC Series - Intel Introduces New Atom Processor CE5300 Series 10. FOCUS ON SELECT PLAYERS - Altera Corporation (US) - Apple, Inc. (US) - ARM Holdings Plc (UK) - Broadcom Corporation (US) - Freescale Semiconductor, Inc. (US) - Infineon Technologies AG (Germany) - Intel Corporation (US) - LSI Corporation (US) - Marvell Technology Group Ltd. (US) - Mentor Graphics Corporation (US) - Microsemi Corp. (US) - NVIDIA Corporation (US) - Palmchip Corporation (US) - Qualcomm Incorporated (US) - Renesas Electronics Corporation (Japan) - Samsung Electronics Co., Ltd. (South Korea) - STMicroelectronics N.V. (Switzerland) - Taiwan Semiconductor Manufacturing Co., Ltd. (Taiwan) - Texas Instruments, Inc. (US) - Toshiba America Electronics Components, Inc. (US) - Zilog, Inc. (US) 11. GLOBAL MARKET PERSPECTIVE III. MARKET 1. THE UNITED STATES 2. CANADA 3. JAPAN 4. EUROPE 5. ASIA-PACIFIC 6. REST OF WORLD IV. COMPETITIVE LANDSCAPE Total Companies Profiled: 112 (including Divisions/Subsidiaries 117) - The United States (65) - Canada (1) - Japan (6) - Europe (16) - France (1) - Germany (3) - The United Kingdom (4) - Rest of Europe (
Monthly Sales Results, Financial Results, Stock Price Updates, and Earnings Schedules - Analyst Notes on Taiwan Semiconductor, GT Advanced, Seagate, Nuance and Michael Kors
PR Newswire - Wed May 14, 7:00AM CDT
Today, Analysts Review released its analysts' notes regarding Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), GT Advanced Technologies Inc. (NASDAQ: GTAT), Seagate Technology PLC (NASDAQ: STX), Nuance Communications, Inc. (NASDAQ: NUAN) and Michael Kors Holdings Ltd (NYSE: KORS). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/2430-100free.
Has Intel Lost Its Manufacturing Lead?
Ashraf Eassa, The Motley Fool - Motley Fool - Mon May 12, 10:31PM CDT
The crown jewel of Intel 's competitive advantage is, above all else, the company's leading-edge manufacturing technology. In today's world, any company can license great CPU and graphics IP and develop a processor for just about any market...
Unless Intel Wins Apple, Foundry Is a Waste of Time
Ashraf Eassa, The Motley Fool - Motley Fool - Sun May 11, 3:00PM CDT
Intel has been pretty loudly telegraphing its intentions to become a major, high-end semiconductor foundry player. Its highest-profile win to date has been FPGA vendor Altera , and it is presumed that the company is working to bring aboard more...
A Great Design Win for Intel Appears
Ashraf Eassa, The Motley Fool - Motley Fool - Thu May 08, 11:27AM CDT
At the Mobile World Congress, Intel announced a pair of new mobile processors for phones and tablets: Merrifield and Moorefield. The MeMo Pad 8 with Moorefield. Source: KDDI. The former was a dual core Silvermont with a PowerVR G6400 GPU,...
13.1% Return Seen to Date on SmarTrend Taiwan Semiconductor Manufacturing Call (TSM)
Comtex SmarTrend(R) - Thu May 08, 9:30AM CDT
SmarTrend identified an Uptrend for Taiwan Semiconductor Manufacturing (NYSE:TSM) on February 28th, 2014 at $18.07. In approximately 2 months, Taiwan Semiconductor Manufacturing has returned 13.09% as of today's recent price of $20.43.
Global Semiconductor Foundry Market Forecasts Report 2014-2018
M2 - Thu May 08, 3:16AM CDT
Research and Markets (http://www.researchandmarkets.com/research/cbnxsk/global) has announced the addition of the "Global Semiconductor Foundry Market 2014-2018" report to their offering. The Global Semiconductor Foundry market will grow at a CAGR of 12.1 percent over the period 2013-2018 Semiconductor foundries manufacture integrated chips based on the designs provided by certain companies. The majority of these companies are semiconductor fabless companies, which design and sell hardware devices and semiconductor chipsets while outsourcing the fabrication process of the devices to semiconductor foundries. Semiconductor foundries are also known as semiconductor fabrication plants (usually referred to as fabs). Market Drivers/Challenges/Trends - Rising Demand for Smartphones and Tablets. - Cyclical Nature of the Semiconductor Industry. - Short Replacement Cycle of Portable Electronic Devices. Key Vendors - GlobalFoundries Inc. - Samsung Semiconductor Inc. - Semiconductor Manufacturing International Corp. - Taiwan Semiconductor Manufacturing Co. Ltd. Other Prominent Vendors - Dongbu HiTek - Huahong Grace - IBM Microelectronics - Magnachip Semiconductor Corp. - Powerchip Technology Corp. - TowerJazz - Vanguard International Semiconductor Corp. - WIN Semiconductors Corp. Key Topics Covered: - Executive Summary - List of Abbreviations - Scope of the Report - Market Research Methodology - Introduction - Market Landscape - Market Segmentation by End-user - Geographical Segmentation - Key Leading Countries - Buying Criteria - Market Growth Drivers - Drivers and their Impact - Market Challenges - Impact of Drivers and Challenges - Market Trends - Trends and their Impact - Vendor Landscape - Key Vendor Analysis For more information visit http://www.researchandmarkets.com/research/cbnxsk/global
Watch for Taiwan Semiconductor Manufacturing to Potentially Pullback After Gaining 1.60% Yesterday
Comtex SmarTrend(R) - Wed May 07, 4:24PM CDT
Taiwan Semiconductor Manufacturing (NYSE:TSM) traded in a range yesterday that spanned from a low of $19.97 to a high of $20.34. Yesterday, the shares gained 1.6%, which took the trading range above the 3-day high of $20.09 on volume of 14.3 million shares. Often times after large one-day gains, short term traders will seek to take profits and, as such, investors should be cautious.
Taiwan Semiconductor Manufacturing Set to Possibly Pullback After Yesterday's Rally of 1.60%
Comtex SmarTrend(R) - Wed May 07, 4:24PM CDT
Taiwan Semiconductor Manufacturing (NYSE:TSM) traded in a range yesterday that spanned from a low of $19.97 to a high of $20.34. Yesterday, the shares gained 1.6%, which took the trading range above the 3-day high of $20.09 on volume of 14.3 million shares. Often times after large one-day gains, short term traders will seek to take profits and, as such, investors should be cautious.
Will Intel Win Mobile at 10 Nanometers?
Ashraf Eassa, The Motley Fool - Motley Fool - Tue May 06, 8:05PM CDT
While semiconductor manufacturing technology isn't the only thing that determines the competitiveness of a given chip, it is one of the key enablers of dramatic performance and power improvements. Intel , which has struggled mightily to develop...
Collaborations, Company Updates, Recent Developments, and Earnings Releases - Analyst Notes on TSMC, Splunk, GT Advanced, Exelon and Southern Company
PR Newswire - Tue May 06, 9:30AM CDT
Today, Analysts Review released its analysts' notes regarding Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), Splunk, Inc. (NASDAQ: SPLK), GT Advanced Technologies Inc. (NASDAQ: GTAT), Exelon Corporation (NYSE: EXC) and Southern Company (NYSE: SO). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/2082-100free.
Intel Corporation Could Be Making a Huge Strategic Error
Ashraf Eassa, The Motley Fool - Motley Fool - Mon May 05, 6:30PM CDT
Intel , the world's largest semiconductor company by revenue, has faced significant difficulty gaining material traction in the smartphone and tablet processor market. While the company plans to get the proverbial ball rolling on tablets this year...
Here's Why Qualcomm Could Be Making a Huge Mistake
Ashraf Eassa, The Motley Fool - Motley Fool - Mon May 05, 11:45AM CDT
Qualcomm is the world's leading smartphone chip vendor. It is simultaneously the largest discrete modem vendor and the leading vendor of applications processors, holding over 50% market share. Since Qualcomm is a fabless semiconductor company, it...
Product Launches, Partnerships, Public Statements, Stock Price Movements, and Divestments - Analyst Notes on Seagate, 3D Systems, F5, Himax and TSMC
PR Newswire - Mon May 05, 7:00AM CDT
Today, Analysts Review released its analysts' notes regarding Seagate Technology PLC (NASDAQ: STX), 3D Systems Corp. (NYSE: DDD), F5 Networks, Inc. (NASDAQ: FFIV), Himax Technologies, Inc. (NASDAQ: HIMX) and Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/1292-100free.
Taiwan Semiconductor Manufacturing Falls 1.64% on Heavy Volume: Watch For Potential Rebound
Comtex SmarTrend(R) - Thu May 01, 4:12PM CDT
Taiwan Semiconductor Manufacturing (NYSE:TSM) traded in a range yesterday that spanned from a low of $19.75 to a high of $20.11. Yesterday, the shares fell 1.6%, which took the trading range below the 3-day low of $19.80 on volume of 10.3 million shares. Often times after large one-day declines, short-term traders may play for some degree of mean reversion.
Taiwan Semiconductor Manufacturing Set to Possibly Rebound After Yesterday's Selloff of 1.64%
Comtex SmarTrend(R) - Thu May 01, 4:11PM CDT
Taiwan Semiconductor Manufacturing (NYSE:TSM) traded in a range yesterday that spanned from a low of $19.75 to a high of $20.11. Yesterday, the shares fell 1.6%, which took the trading range below the 3-day low of $19.80 on volume of 10.3 million shares. Often times after large one-day declines, short-term traders may play for some degree of mean reversion.