ISA WINWire December 17 - December 24 2010

Wish you a merry Christmas and a happy new year!
(The next issue is on January 7 2011

UKIBC takes the Indian electronics delegation to Cambridge and Manchester

Source: Neeraj Agarwal, UK India Business Council, December 17 2010 http://ukibc.com

The UK India Business Council (UKIBC) hosted a 20 member strong delegation of Indian electronics companies to the UK from the 7th to the 10th of December 2010. Organised by the India Semiconductor Association (ISA) with support from the UKT&I and UKIBC, the delegation was officially led by Mr. Sachin Pilot, the Indian Minister of State for IT & Telecoms. The key objective of the mission was to explore scope for Indo-UK collaboration in the semiconductor driven industry.

Cosmic Circuits to develop foundation analog IP for Global Foundries 55nm, 40nm and 28nm technologies

Source: EDA Café News, December 17 2010 www10.edacafe.com

Cosmic Circuits, a leading provider of differentiated Analog and Mixed-Signal IP cores, today announced that GLOBALFOUNDRIES, a leading provider of advanced semiconductor manufacturing technology, has selected them for foundation analog IP development in 55nm, 40nm and 28nm. Cosmic Circuits offers a broad portfolio of differentiated Analog IP cores in nanometer technology nodes covering Data-Converters, Analog-Front-End platforms for Wireless and Audio, Power-Management, Clocking and MIPI Interfaces.

From Haifa to Herzliya, the fertile ground of Israeli innovation

Source: Knowledge@Wharton, December 20 2010 http://knowledge.wharton.upenn.edu

What do website gadget developer LabPixies and insulin pump maker Medingo have in common? It's not only that both companies are based in Israel. They also are among the country's start-ups that have attracted the attention of international investors, with U.S. Internet giant Google recently snapping up LabPixies and Swiss pharmaceutical multinational Roche buying Medingo, a subsidiary of local medical device conglomerate Elron Electronic Industries. Israel is indeed becoming fertile ground for the likes of Google, Roche and other companies looking to acquire innovative businesses to add to their portfolios. That's why when U.S. software firm Microsoft was scanning the globe for new sites to expand its international research and development presence a few years ago, Israel was on its itinerary, according to Zach Weisfeld, the firm's country director of business development and strategy.


Israeli venture capital: Between a rock and a hard place

Source: Knowledge@Wharton, December 20 2010 http://knowledge.wharton.upenn.edu

This has been a bad year for Israeli venture capital funds -- but then 2009 was a bad year, too. That alone can go a long way to explaining the angst gripping much of the VC industry in Israel.

But the soul-searching now under way in Herzliya, the sleepy seaside town just north of Tel Aviv that has been transformed into the heart of the Israeli high-tech and venture sectors, suggests that something deeper is amiss. Perhaps the most dramatic public expression of this growing groundswell of gloom and doom came in a letter sent in May by Ze'ev Holtzman, founder and chairman of Giza Venture Capital and former chairman of the Israel Venture Association, to Prime Minister Benjamin Netanyahu and Minister of Finance Yuval Steinitz. Holtzman's message was blunt: "Israel's venture capital and start-up industry is heading for collapse.... The industry, which is the economy's growth engine, is liable to be irreversibly damaged."

Global PV markets slide

Source: Paul Buckley, EETimes, December 21 2010 www.eetindia.co.in

International solar energy market research and consulting company, Solarbuzz reports a strong global photovoltaic growth and industry revenues for 2010. However, it says prices need to fall further than incentive tariffs in key world markets to maintain strong growth next year. Solarbuzz says global photovoltaic demand was 4.0GW in Q3 2010 and up 107 per cent on one year earlier. Total industry revenues for the quarter were Rs.79,959.53 crore ($17.9 billion), up 74 per cent on the same quarter last year.

TSMC update

Source: Taiwan Today, December 21 2010 www.taiwantoday.tw

Taiwan Semiconductor Manufacturing Co. Ltd., the world’s top contract chipmaker, plans on devoting more than NT$50 billion (US$1.7 billion) to research and development in 2011, TSMC Chairman and Chief Executive Officer Morris Chang said Dec. 20. According to Chang, the semiconductor industry will shift its emphasis in the next 20 years from cell phones to medical applications such as devices that can monitor heartbeats and measure blood pressure. The market value of TSMC hit a record high of nearly NT$2 trillion Dec. 17, making it Taiwan’s largest listed company in terms of market value.

 

VCs upbeat on consumer, media, mobile

Source: Rick Merritt, December 21 2010 www.eetimes.com

A slim majority of venture capitalists expect rising investments mainly in the U.S. with most enthusiasm for consumer, media and mobile sectors, according to a survey conducted by the National Venture Capital Association and Dow Jones VentureSource. Fifty-one percent of VCs expect venture capital investment to pick up in 2011. The rest were split between whether it will stay the same or decline. Chief executives were more hopeful with 58 percent predicting a rise in investing and 64 percent planning to raise a round of financing in 2011.

Thirteen fabless IC suppliers 2010 sales top US$1 billion, says IC Insights

Source: EDA Café News, December 22 2010 www10.edacafe.com

Altera, Broadcom, and MStar expected to register greater than 50% growth this year. A forecast of the 2010 billion-dollar fabless IC suppliers, which was excerpted from a ranking of the top 50 fabless IC suppliers in IC Insights' 2011 edition of The McClean Report (to be released in January), is shown in Figure 1. IC Insights considers a company fabless when it receives the majority of its finished wafer supply from IC foundries.

 

Moser Baer commissions India's largest solar plant

Source: Business Standard, December 22 2010 www.ibef.org

Moser Baer Clean Energy Ltd, an arm of Moser Baer Projects Pvt Ltd (MBPPL), has commissioned the country’s largest solar plant in Tamil Nadu. The 5-Mw plant is estimated to have cost the company around Rs 70-75 crore. The technical expertise for commissioning was provided by the EPC (engineering, procurement and commissioning) arm of Moser Baer Solar Ltd. International Finance Corporation and IDBI bank have provided debt for the project. US-based private equity fund Blackstone recently invested $300 million (Rs 1,350 crore) in Deepak Puri-promoted MBPPL to pick up a ‘significant’ minority stake.

TI opens branch of Kilby Labs in Bangalore

Source: Peter Clarke, EETimes, December 23 2010 www.eetimes.com

Texas Instruments Inc. has announced an expansion of its Kilby Labs R&D in Bangalore, India, according to local reports. TI has been present in India for 25 years. Kilby Labs was announced in September 2008 and opened in Dallas in January 2009. The Labs is named after Jack Kilby one of the inventors of the integrated circuit in 1958.

Semiconductor industry watcher discredits 'myths'

Source: Peter Clarke, EE Times, December 23 2010 www.eetindia.co.in

Semicon industry watcher, Future Horizons discredits the following widely believed tenets of the industry: "the cycles are over"; "the market is mature"; "ASPs will keep declining"; "fabs have no strategic value"; "The fabless business model is a success", and "the 21 century business model of focus not breadth." Exposing these six items as "myths," Penn asserts they are not true.

Mobile phone industry sees bright Q4 2010

Source: Mark LaPedus, EE Times, December 24 2010 www.eetasia.com

The mobile phone industry is looking up in Q4 2010, according to Mark McKechnie of Gleacher & Co., despite a lull in the market. Here are seven good signs about the segment from the analyst:

1. PCB shipment increase

''Our checks suggest 4Q handset shipments from the top 3 PCB vendors will be up slightly, a marginal uptick from our flat to up expectation. We remain comfortable with up 13 percent quarter-over-quarter industry sell-in forecast. In our view, Europe is likely to see stronger Q4 seasonality than the U.S., and we expect most emerging markets to grow faster than the industry.''


Compiled by
ISA Research
research@isaonline.org

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