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LDK said it expects third-quarter revenue of $610 million to $640 million, up from a previous forecast of revenue of $570 million to $600 million. LDK revised higher its wafer shipments outlook to 550MW to 570MW from its prior outlook of 520MW to 550MW.
The Street
Few countries in the world face as immediate a threat from climate change as the Republic of Maldives
Washington Post
One analyst says yes, saying that Micron is going it alone in NAND and without Intel. Intel is not commenting, saying the analyst is only speculating without hard data.
EE Times
"Silicon shipments reflect the tremendous recovery experienced by the semiconductor industry this year," said Stanley Myers, president and CEO of SEMI. "While current data suggest that growth rates are moderating, we expect that the industry will continue to be positive for the next two years."
Company release
Micron Technology has disclosed in an SEC filing that Samsung has agreed to pay the company US$275 million under a new 10-year patent cross-licensing agreement.
Barron's
Elpida Memory plans to issue 60 billion yen (US$730 million) in convertible bonds and use the funds for bond redemption and capital spending, a source familiar with the matter said.
Reuters
Suntech Power Holdings has struck deals with four companies: Azuray, Enphase, National Semiconductor and Tigo to enable "smart panel" solutions.
CIOL
Intel is apparently working on a tool that will allow developers to transfer iPhone applications to mobile devices that use Intel processors.
eWeek
Samsung Electronics, Asia's biggest maker of semiconductors, flat screens and mobile phones, reported profit that missed analysts' estimates, fueling concern the global recovery in demand for electronics is stalling.
Bloomberg
The Chinese maker of polysilicon used in solar panels expects to offer 8 million American Depository shares at between $10.50 and $12.50 each. It has given underwriters the right to buy about 1.2 million additional shares if demand exceeds initial supply.
Business Week
AP (via Google)
Tom's Hardware Guide
Powerchip Technology, ProMOS Technologies and Winbond Electronics are among possible targets, Elpida President Yukio Sakamoto said in interviews this week.
Bloomberg
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
"We're considering various options of outsourcing as well as strengthening our own production capacity because of rising demand," a spokesperson for Sony said. The Nikkei English News recently reported that Sony plans to hire Fujitsu for the bulk of the production process for complementary metal-oxide semiconductor sensors used in digital cameras and camera phones.
Bloomberg
"Although discussions are ongoing with Sony and Renesas Electronics to secure their continued access to our semiconductor packaging technology through a licensing relationship with us, these discussions have not sufficiently advanced, thus necessitating this lawsuit," said Henry Nothhaft, chairman and CEO of Tessera.
EDN.com
"In the DRAM sector, Hynix, which focuses its production on 44-nano DRAM products, aims to finish its development of 38-nano products within this year for mass production early next year," a company spokesman said.
Korea IT News
Elpida Memory president and CEO Yukio Sakamoto said in an interview that the company is delaying plans to boost production capacity at its Taiwanese unit. "Through the summer, demand for PC memory didn't rise as much I had expected," Sakamoto said. "If there's no demand, there's no point in adding capacity."
Bloomberg
The recent dust-up between China and Japan suggested how neighbours can have incompatible interests. But in business, things are often rather different. In one example, China's emergence as a producer of sophisticated technology is helping strengthen one of the few big microchip businesses left in Japan.
The Financial Times
Some analysis on China-based solar companies.
Barron's
Rising competition from Chinese solar companies and high entry costs are likely to limit the number of start-up companies going into the PV manufacturing market, a managing director at private equity firm CMEA Capital said.
Reuters
For its fiscal third quarter, SMSC expects adjusted earnings of US$0.42-0.43 per share on revenues of US$104-107 million.
AP (via Business Week)
China-based Sichuan Changhong Electric has committed to fulfilling purchasing target plans for Fairchild's power and mobile components through December 2015. Fairchild's devices are designed into a broad range of Changhong products including LED TVs, PDP TVs, LCD TVs, CRT TVs, set-top boxes, refrigerators and air conditioners.
Company release
Software giant Oracle is keen to make more acquisitions to bolster its technology and a microchip company could be a good fit, according to company CEO Larry Ellison.
Reuters UK
Oracle has sued Micron Technology, alleging it overcharged Sun Microsystems, which Oracle acquired, by conspiring to fix prices for computer memory chips.
Bloomberg (via Businessweek)
The announcement follows the news release of September 8 that Anadigics' AWT6264 power amplifier is driving the WiMAX connectivity of Samsung's new Epic 4G smartphone.
Company release
In a nutshell, DRAM suffers from data and power concerns, NAND flash is plagued by reliability issues, and system integration is becoming more complex...
EE Times
Freescale has prequalified all three densities of Spansion Multi-I/O SPI, 32-megabits (Mb), 64Mb and 128Mb devices with all three densities shipping in volume production today.
Company release
SemiAccurate
Business Week
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