ISA WINWire August 27 – September 3 2010


Intel to buy a wireless division of Infineon

Source: Chris V. Nicholson, Andrew Ross Sorkin, The New York Times, August 30 2010

Less than two weeks after saying it would buy McAfee, Intel announced Monday that it would acquire the wireless business of the German chip maker Infineon for about $1.4 billion in cash. Paul S. Otellini, the head of Intel, said that more and more devices were connecting to the Internet and that wireless connectivity was a sector where the company saw “growth potential.”


Chip away at constraints

Source: M. Somasekhar, The Hindu Business Line, August 30 2010

The global appetite for electronics is said to be four times that of oil. In 2009, it logged $1.75 trillion and in the Indian context, the electronics industry is expected to grow rapidly from the $45-billion demand last year. The opportunities in electronic systems design and manufacturing (ESDM), which encompasses segments such as telecom and automobile, which in turn would drive India's growth, are going to be enormous. In this background, the India Semiconductor Association (ISA) recently organised a Panel discussion on “Entrepreneurship: How to foster technology start-ups”, with focus on ESDM. It featured distinguished speakers. While some, such as Dasaradha Gude, who heads AMD, have made a mark in the industry, there was Sateesh Andra from DFJ, a VC Fund, Lakshmi Narayana Reddy from Conexant systems and Dr Satya Gupta, an entrepreneur himself. The discussion was moderated by M Somasekhar.


Indian auto boom gets bubbly

Source: Wall Street Journal, August 30 2010

The real problem for auto companies soon could be the lack of roads and parking spaces and possible rising fuel prices. The chronic disease of the biggest auto markets in the world–overcapacity–could spread to India sooner than most people think. As everyone from Hyundai to Honda spends billions to rapidly ramp up their production here, sooner or later they will be making more cars than they can sell, say some experts.


Qualcomm lab to focus on new mobile services

Source: EETimes, August 31 2010

Qualcomm Inc. has started up an incubation lab with an aim to develop new mobile services. Qualcomm Services Labs Inc. (QSL) is a wholly owned subsidiary that will focus on new mobile services and applications in five areas: communication, information/entertainment, discovery, life automation, digital to physical.


TI completes acquisition of Spansion Japan wafer fabrication facility

Source: EDA Café, August 31 2010

Texas Instruments Incorporated (NYSE: TXN) has completed its acquisition of two wafer fabs and equipment in Aizu-Wakamatsu, Japan, cost-effectively increasing the company's production capacity. The facility was previously operated by Spansion Japan Limited (SJL) and was acquired under a court-approved plan of reorganization. The 200mm wafer fab in Aizu is capable of expanding TI's analog revenue by more than $1 billion annually. The second, non-operating wafer fab is capable of either 200mm or 300mm production and will be preserved for future capacity expansion. TI offered employment to all of the SJL employees in Aizu.


Nokia outs its first dual SIM phones in India

Source: CIOL, August 31 2010

Though a bit late, mobile phone maker Nokia has finally unveiled its dual SIM mobile phone devices, Nokia C1 (C1-00) and Nokia C2 (C2-00). It's now up to the Indian market, which has already seen several dual SIM mobile phones from Micromax, Zen, Spice, Karbonn etc., to decide upon the worth of these new devices from this Finnish-based mobile phone maker.


Worldwide semiconductor revenue beats Gartner's expectations, growing 31.5 percent in 2010

Source: Julien Happich, EETimes, September 1 2010

Worldwide semiconductor revenue in 2010 is forecast to reach $300 billion, a 31.5 percent increase from 2009 revenue of $228 billion, according to the latest outlook by Gartner, Inc. Analysts project worldwide semiconductor revenue to total $314 billion in 2011, a 4.6 percent increase from 2010. The projected 2010 revenue for the semiconductor industry has increased from Gartner's forecast in the second quarter of 2010, when it expected worldwide semiconductor sales to grow 27.1 percent in 2010.


Compiled by
ISA Research

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