A new mobile device activation report from Good Technology shows that Apple's iPhone and iPad and smartphones based on Google's Android operating system are being adopted by consumers to help with their enterprise work.

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.

"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."

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.

Intel on Thursday said Nokia smartphones based on the Linux-based MeeGo OS under joint development by Intel and Nokia won't appear until 2011.

On October 7, Microsoft licensed 74 patents for an undisclosed amount with Acacia Research Corp. and Access Co. Ltd, the Japanese company that acquired PalmSource, the maker of the Palm operating system

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.

Suntech Power Holdings has struck deals with four companies: Azuray, Enphase, National Semiconductor and Tigo to enable "smart panel" solutions.

Intel is apparently working on a tool that will allow developers to transfer iPhone applications to mobile devices that use Intel processors.

Kaufman Bros. analyst Shaw Wu: "Our sources believe these likely represent new high-end and low-end iPhone models to complement its current iPhone 4...One possibility we are picking up is a ?嚙練ini' or ?嚙緯ano' iPhone with a smaller candybar form factor leveraging technology in its new mini touchscreen iPod nano."

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.

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.

The new iPhone would be similar in design to the iPhone 4 currently sold by AT&T but would be based on an alternative wireless technology called CDMA used by Verizon. The phone, for which Qualcomm is providing a key chip, is expected to be released in the first quarter of next year.

Powerchip Technology, ProMOS Technologies and Winbond Electronics are among possible targets, Elpida President Yukio Sakamoto said in interviews this week.

Motorola alleges that Apple's iPhone, iPad, iTouch and some Macintosh computers illegally use Motorola's technology.

The phone, which is on show at this week's Ceatec electronics show in Japan, is only a concept and Fujitsu doesn't have a firm commercialization plan at present, but it was developed with an eye to future LTE data services.

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.

"The iPad did not seem destined to be a runaway product success straight out of the box," Bernstein Research analyst Colin McGranahan wrote, according to CNBC. "By any account, the iPad is a runaway success of unprecedented proportion."