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China Sinks $100 Billion Into 'Champion' Chipmakers

2015-06-29 21:20:10| Semiconductors - Topix.net

Bill Lu and nine other Morgan Stanley analysts said in a 41-page research report Monday said while this isn't China's first major attempt to make a big leap in the semiconductor market, "this time could be different." "The goal is large but simple - China's semiconductor ambitions are targeted toward areas where it already dominates manufacturing, and where national security is involved," the report said.

Tags: china billion champion sinks

 

Demand from chipmakers a silver lining for standalone Applied Materials

2015-05-01 01:35:43| Semiconductors - Topix.net

Recuperating demand from chipmakers will soften the blow for chip-equipment maker Applied Materials Inc after antitrust concerns scuttled its bid for Tokyo Electron Ltd. Though not its desired outcome after more than 18 months of talks, Applied Materials as a standalone company will be better positioned to focus on its core businesses without the integration costs and distractions of a merger, analysts said. Tokyo Electron, on the other hand, now faces rising research and development costs and even possible market share losses to its former suitor.

Tags: materials silver applied demand

 
 

Taiwan Chipmakers Prepare to Transport Water as Drought Worsens | EE Times

2015-04-10 21:43:41| Semiconductors - Topix.net

Taiwan Semiconductor Manufacturing Co. , the world's largest chip foundry, and other chipmakers on the island say they are prepared to ship water supplies to their fabs here if drought conditions worsen.

Tags: times water transport ee

 

Intel, U.S. Chipmakers May See Upside From China M&A

2015-03-19 17:45:14| Agriculture - Topix.net

There's been a flurry of mergers and acquisitions as China's government encourages private equity firms to make investments, says Jefferies analyst Mark Lipacis. Six semiconductor companies have been acquired by Chinese firms over the past two years.

Tags: ma china intel upside

 

Chip-makers unruffled by planned water surcharge due to conservation

2015-01-11 05:44:56| Semiconductors - Topix.net

Taiwan's two leading contract chip makers seem confident about dealing with a planned surcharge on big water users because of the water conservation measures the two companies have taken over many years. Both Taiwan Semiconductor Manufacturing Co.

Tags: due water planned conservation

 

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