Teradyne: Strong Results, But No Design-Test Bridge

Continuing my coverage of the ATE industry, in this post I discuss Teradyne, the leading supplier of Automatic Test Equipment. Teradyne (TER) is a global leader in electronics testing and inspection solutions and is the world’s largest supplier of semiconductor test equipment for logic, RF, analog, power, mixed-signal, and memory technologies.

Verigy Recognizes Design-Test Integration Needs

Yesterday I talked about the trend of the design and test sides of the semiconductor industry coming together. The industry is moving towards inserting “testers” into chips, thereby eliminating/reducing the need for high-end testers in most cases. In the next few years, we will see tighter integration between design and testing, and potentially more conversations

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Credence and LTX Merging

I have repeatedly expressed my views on the faltering EDA industry and recommended that it needs to innovate and consolidate. I had predicted the necessary tech takeover battle in the semiconductor industry and talked about the industry’s need to find adjacencies. Cadence’s bid to acquire Mentor was yesterday followed by the announcement of Credence’s merger

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Naukri Can Roll-up Indian Consumer Internet Sector

Info Edge (BOM: NAUKRI), which owns Naukri.com – the largest job portal in India – announced its Q4 results last month. Comscore data over the last 3-6 months shows that Naukri holds around 50% of the market share.

Sonic Eyeing Digital Media Roll-Up

Sonic Solutions (SNIC) is a provider of digital media software for consumer and professional users. Last week, the Company announced their annual results for the fiscal year ending March ’08.

Infineon: Industrial and Automotive business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Where is Adobe Going vis-à-vis Apple?

Adobe has been around for more than 25 years now and a significant part of that period is marked by its successful symbiotic relationship with Apple. However, over the past few years, this relationship has turned sour with their products competing with each other (e.g. Final Cut and Aperture from Apple).

Nokia In Light of the 3G iPhone

In a recent post on the impact of 3G iPhone on RIM, we saw how RIM and Nokia stand to gain from the iPhone momentum in the smartphone industry. In April, Tom Libretto, vice president of Forum Nokia, talked about a new touch-screen mobile phone that is supposed to take on the iPhone. Called the

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