Micron on Shaky Ground

Micron Technology Inc (NYSE: MU) reported its third quarter results on June 26. Revenue was up 10% to $1.5 billion, driven by higher sales of DRAM and NAND flash products and beating analyst estimates of $1.47 billion. Net loss was $236 million, or $0.30 per diluted share. This compares with net loss of $777 million,

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Alibaba Enters India

Alibaba.com (HKSE: 1688), China’s leading B2B e-commerce company, announced its first quarter results early last month. Revenue for the quarter increased 53.2% to RMB680 million (~ $99 million) and EPS rose 118.6% to HK$6.47 (~ $0.93) for the year.

Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

Accenture Beats Expectations, Adjusts Strategy

Accenture (ACN) reported their Q3 earnings yesterday, and they don’t seem to be finding current economic conditions a challenge.

Infineon: Wireline Communications Business

By Vijay Nagarajan, Guest Author We have, so far in this series, reviewed Infineon’s financials, Qimonda and the industrial and automotive businesses. As we continue to dissect Infineon in our valuation analysis, we will now take a look at its wireline business.

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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