ST Microelectronics: NXP JV

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at STM’s strategic initiatives that are aimed at making the company more nimble and profitable. A very important part of this strategy was unveiled last month when the company decided to form a Joint venture with its wireless business and that

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Catching Up on Readings: Design In The 21st Century

Time for another round of recap since the last one on May 10 … See what you have missed, and catch up.

ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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ST Microelectronics: Financials

By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.

ST Microelectronics: Overview

By Vijay Nagarajan, Guest Author ST Microelectronics (STM) has been making steady progress in the wireless world. Last month, it decided to merge its wireless assets with NXP to form a JV that is now the third-largest wireless semiconductor company in the world. As we continue our vendor matrix study, we will dissect STM this

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More Consolidation in Optical Components

Last year, when I interviewed Jerry Rawls, CEO of Finisar, he shared with me Finisar’s strategy going forward: “The biggest new thing for us is our exposure in the telecommunications market. In the early days we did not want to enter that market because it was dominated by AT&T, Lucent, Nortel, but none of those

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Microsoft’s Shopping List

Let Yahoo deal with its mess, Microsoft should go cold turkey on them for a year now, and let Jerry Yang get fired for failing to create shareholder value. A far more interesting question looms on the Microsoft side. What is Microsoft’s Internet strategy going forward?

3G iPhone and Qualcomm

By Vijay Nagarajan, Guest Author The 3G iPhone rumors are getting more frequent by the day. We all know it will hit the market. It is just a question of when. I have, in the past, looked at the likely component vendors for the impending iPhone including Infineon and InterDigital. As requested by one of

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