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Earlier today Samsung and Acer noted the impact the Thai floods will have on their business. Here are some pictures from inside Western Digital’s Thai Factory: Inside WD’s flooded Thai factory • Channel Register. I sent this to a few of my friends in the industry. One industry exec had this to say: It turns [...] A smattering of stories that have hit my inbox this week and this morning (your mileage may vary): Nokia Rises, Q2 EPS Beats, Steps Up Cost Cuts My $0.02: The bar of expectations had been lowered, perhaps even buried, to a point where it was impossible to trip over. *.* IHS iSuppli talks DRAM pricing and capex: “In [...] “It’s all about the toys… the valves, the bearings…” Bruce Billett – Technical Specialist (Intel – Ronler Acres) Semicon West…. Held each year at the Moscone Center in San Francisco it is the largest trade show for semiconductor equipment suppliers. Along with Semicon there was Intersolar, the largest US Solar trade show. It all [...] Gartner presented their “Strategies for Recovery” at a Silicon Valley briefing this week. Color me, jaded. Yeah, I know. I’ve earned a charter membership to that club. I’ve been hosting a pretty good discussion about this session on the subscriber mailing list and I am hoping to land a copy of the [...] If you are out surfing around check out the poll over on LinkedIn that asks if people will be attending Semicon West this year. Results are here (you might have to log in to see this): http://polls.linkedin.com/poll-results/37032/nmhbk I’ve heard from several people that booth count is going to be way, way down and that the [...] I was thinking about “the lack of cash issue” today and how it relates to the many hurdles ahead for the semiconductor industry. Getting a bit more specific, I’m thinking about the capital required to develop 450mm and of all things, to fund an industry consolidation. The 450mm question is easy and was answered [...] Subsystem component supplier MKS (Nasdaq: MKSI) pre-announced earnings for the quarter. No real surprises here. That said, I’ll make a few comments….. Conversations with a few industry friends have mentioned an interesting pattern. Here are some from a veteran of the business: Smaller equipment orders, stuff at/under $50k, are getting pushed out [...] |
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