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ASML
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ESOXX34
[Offline]
17:46 8/3/10
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Middag,
ASML is vrijdagavond in Amsterdam op €25.03 gesloten met een minimaal verlies van -0.20%
In de VS vrijdagavond was ook weinig te melden, ASML sloot daar op $34.44 -0.12% In Euro's €25.02
De Day Low in Amsterdam was voor het eerst in 10 handelsdagen gezakt, €24.91, maar tov de de DL van donderdag was dat maar €0.04.
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ESOXX34
[Offline]
17:41 14/3/10
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Applied upbeat on chip and display outlook; to work closer with Asia customers
Nancy Cheng, Tainan; Jessie Shen, DIGITIMES [Friday 12 March 2010]
Capital spending in the semiconductor industry is expected to reach US$21-23 billion in 2010, up from around US$13 million in 2009, according to Mike Splinter, chairman and chief executive of Applied Materials. Meanwhile, the display sector will register a 60% capex growth in 2010, said Splinter.
Splinter made the remarks at an inauguration ceremony for Applied's newly-expanded Tainan Manufacturing Center in Taiwan on March 11. The nearly 15,000-square-meter facility, which will employ approximately 150 people, will be dedicated to targeting demand from Applied's display and solar customers in Asia.
Applied in July 2008 broke ground for an expansion project at its Tainan Manufacturing Center. The company said the new site would supplement existing operations for display and solar in the US and Germany. Earlier in the month, Applied broke ground for the construction of a 32,000-square-meter facility in Singapore, which would serve as a hub for the fab tool giant's business activities throughout Asia.
Applied has also opened a solar technology center in Xian, China. In October 2009, it announced the 400,000-square-feet facility contains an entire Applied SunFab thin-film manufacturing line and a complete crystalline silicon pilot process.
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Fa
[Offline]
15:30 12/3/10
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Semiconductor firms step up hiring of new employees
Ingrid Lee, Taipei; Jessie Shen, DIGITIMES [Friday 12 March 2010]
Major Taiwan-based foundries and backend suppliers, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), have recently stepped up hiring of new employees for their expansion projects.
TSMC, which already employs over 20,000 people worldwide, will add 2,400 permanent jobs in a move to reduce the number of its contract employees, according to the company. This round of recruitment will focus on people skilled in machine maintenance, technical support, IT and administration.
TSMC previously announced it would hire more than 3,000 employees, mostly engineers, in 2010. As of March 11, 2010, the foundry chipmaker has offered almost 6,000 job openings, equivalent to about 30% of its global workforce.
UMC earlier in March revealed plans to recruit a total of 1,000 engineers for one of its 12-inch wafer fabs, Fab 12A. The company is gearing up to boost 45/40nm process capacity at the facility.
ASE has said it is looking to beef up its workforce in 2010 by hiring at least 300 more staff, mostly engineers. The chip packaging specialist added an additional 400 workers at its Kaohsiung operations at the end of 2009. In addition, rival SPIL plans to recruit a total of new 1,800 staff members – 1,000 engineers and 800 management staff – in 2010, according to the company.
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Fa
[Offline]
15:28 12/3/10
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GlobalFoundries' plans for 2010 capex of $2.5 billion
Peter Clarke
EE Times
(03/12/2010 5:44 AM EST)
LONDON — Abu Dhabi backed foundry GlobalFoundries Inc. (Sunnyvale, Calif.) is planning to spend $2.5 billion to increase its 300-mm wafer manufacturing capacity by 50 percent in 2010, according to Udo Nothelfer, company vice president and general manager of Fab 1 in Dresden, Germany.
That would put the company's capital expenditure at about the same size as its pro forma revenue for 2009, the year of the company's formation as a merger of the manufacturing capabilities of Advanced Micro Devices Inc. (Sunnyvale, Calif.) and Singaporean foundry Chartered Semiconductor. It would also put GlobalFoundries hard on the heels of rival foundry Taiwan Semiconductor Manufacturing Co. Ltd. in terms of capex for 2010 and in fourth place for the whole of the semiconductor industry.
The top three in 2010 semiconductor capital spending are set to be Samsung at $6 billion, Intel at $5.3 billion and TSMC at $3 billion, according to a recent ranking from IC Insights Inc. (Scottsdale, Ariz.).
Global Foundries has two 300-mm wafer fabs and five 200-mm wafer fabs. It's most advanced fab is Fab 1 in Dresden inherited from AMD, which currently has a manufacturing capacity of about 30,000 wafer starts per month. Fab 7 in Singapore which came from Chartered is turning out about 37,000 wafers per month, Nothelfer said providing a total monthly 300-mm wafer capacity of 67,000 wafers per month. A 50 percent increase would take GlobalFoundries to about 100,000 wafers per month.
Nothelfer said that the plan was to Fab 7 to 50,000 wafers per month by 2011 and Fab 1 up to 60,000 wafers per month by mid-2012. The middle of 2012 is when the next wafer fab, Fab 8 under construction in New York state, is due to start running commercial wafers. That fab is projected to have a fully loaded capacity of 42,000 wafers per month.
The New York site is expected to be ready to start receiving equipment in mid-2011, Nothelfer said.
Nothelfer said he was not concerned about long lead times at semiconductor equipment suppliers as GlobalFoundries planning was long-term and exceeded the growing lead times on equipment. "The market has heated up a bit, but our lead times are pretty much as expected. We have been talking to the equipment makers and we did our 'slotting' so we are in pretty good shape," he said.
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Fa
[Offline]
14:29 12/3/10
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'Fabtoolmarkt stijgt 76 procent in 2010'
Makers van halfgeleidermachines krijgen dit jaar weer lucht. Gartner becijfert dat de capex in deze markt stijgt naar ruim 29 miljard dollar, of 76 procent meer dan het niveau van 2008 – een jaar waarin de markt met 46,4 procent daalde. De groei zet bovendien door tot in 2012, ingegeven door zowel technologie-upgrades als capaciteitsuitbreidingen. Toch verwacht de marktonderzoeker dat de piekomzet in fabtools als een van de eerste keren niet boven de vorige top uitkomt. Dat zou kunnen helpen het typische piek-dalpatroon van de halfgeleidermachinemarkt wat te effenen, suggereert Gartner.
Paul van Gerven
Terug naar overzicht
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Fa
[Offline]
14:25 12/3/10
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'Hoop Canon rust op nano-imprint'
12 maart 2010
Nu Canons pogingen om door te dringen tot de 193-nanometerlithomarkt gestrand lijken te zijn, moet het zijn hoop vestigen op nano-imprintlithografie (Nil). De Japanners hebben al een tot dusverre geheim gehouden partnerschap met de Amerikaanse Nil-toolmaker Molecular Imprints. Op termijn zou dat kunnen leiden tot een overname. Dat zegt Dan Hutcheson van VLSI Research in een interview met EE Times. ‘Ze hebben niets te verliezen’, aldus de analist.
Blijkens opname in de International Technology Roadmap for Semiconductors werd Nil ooit serieus genomen als productiemethode voor CMos. Die race is echter gelopen met EUV als voorlopige winnaar. Wel leek de patroneringstechniek de interesse hebben gewekt van harddiskfabrikanten. Op de recente SPIE-lithografieconferentie werd echter onthuld dat ook deze groep gebruikers Nil-volumeproductie nog een paar jaar uitstellen, aldus EE Times.
Het was reeds bekend dat Canon samenwerkt met een andere Nil-toolfabrikant. Obducat distribueert zijn producten via de kanalen van de Japanners.
Paul van Gerven
http://www.bits-chips.nl/nieuws/bek ijk/artikel/hoop-canon-rust-op-nano-imprint.html
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Fa
[Offline]
14:23 12/3/10
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SEA semicon market chips in at No. 3
By Vivian Yeo, ZDNet Asia
Friday, March 12, 2010 04:32 PM
The 2010 outlook for the semiconductor industry in Southeast Asia is rosy, underscored by increased investments in wafer fabs and photovoltaics (PV), according to new estimates from global industry body Semi.
In a statement Friday, Semi said the region's materials industry encompassing semiconductors, displays and PV markets will reach US$7.1 billion in 2010, making it the third-largest global market after Japan and North America.
The Southeast Asia semiconductor capital equipment market is also expected to grow 65 percent over 2009 to US$2.3 billion this year, the association added. Last year, the capital equipment market saw a dip of 46 percent year-on-year.
"We believe the region is in economic recovery and positioning itself well for the next growth cycle," said Terry Tsao, president of Semi Taiwan and Southeast Asia. "Traditionally, Southeast Asia is the leading hub for semiconductor final assembly and test. However, recent investments in wafer fabs have transformed the region into a major player in front-end manufacturing as well."
The PV industry is also poised for steady growth during the year. Globally, solar installations will rise by 51 percent, with several new PV manufacturing facilities in Malaysia and Singapore slated to begin production from 2010, Semi said.
The industry body, however warned that the semiconductor industry may not be ready for an anticipated period of long-term sustained growth. It suggested that falling revenues and downsizing over the last year might affect the ability of companies to obtain funding quickly enough to support business expansion, product innovation and human capital investments.
Last month, research analyst Gartner said worldwide semiconductor revenues in 2010 will increase 20 percent over last year, to reach US$276 billion. Demand for DRAM (Dynamic random access memory) will drive semiconductor growth, the analyst firm said.
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Fa
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14:19 12/3/10
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Morgen ESOXX, E.A.
UPDATE 2-National Semi profit, outlook beat forecasts
* Q3 EPS 22 cents vs Street view 18 cents
* Q3 revenue $361.9 mln vs Street view $348.58 mln
* Sees Q4 rev $375 mln-390 mln vs Street view $360.89 mln
* Shares up slightly in extended trading (Adds comments from CEO and analysts, details on factory utilization, byline; updates shares)
By Ian Sherr
SAN FRANCISCO, March 11 (Reuters) - National Semiconductor Corp (NSM.N) posted results and a revenue outlook that beat estimates, as sales to industrial markets and improved corporate spending pushed margins to a record high.
National Semiconductor said Wednesday it saw increased demand for its specialized analog chips across the board. But some analysts said concerns remained about a possible build-up of inventory as companies order too much in a recovering economy.
That would hurt sales down the road, they said.
"The concerns I have are supply-chain related, and I think everybody has those," said Canaccord Adams analyst Robert Burleson. "Are we over-shipping? Is there a buildup of inventory out there?"
This week, Texas Instruments Inc (TXN.N) raised the low end of its quarterly earnings and revenue forecasts, saying it was struggling to fill orders in time as demand for chips was rising faster than it could make them -- leaving an opening for competitors like National Semiconductor.
But analysts warned that efforts by TI and other chip makers to ramp up shipments might result in a build-up of too much inventory at its clients. [ID:nN08195713]
National Semi executives told analysts on a conference call they were comfortable with build-ups in distribution channels, as the company targets 9-10 weeks of inventory.
It forecast revenue for the current quarter of $375 million to $390 million. That surpassed Wall Street forecasts for $360.89 million.
"We're benefiting from improving economies around the world," Chief Executive Donald Macleod told Reuters.
Though Macleod said National Semiconductor's factory utilization is still below 50 percent, the company's internal inventory was $2 million lower and it is actively hiring 200 workers for its manufacturing plants.
POSITIVE DIRECTION?
Semiconductor companies are expected to have fared well in the quarter, with analysts searching for signs that the industry is benefiting from improving markets both in the United States and around the world.
National Semiconductor is especially sensitive to an economic recovery as the chip maker's analog chips are used in everything from cars to cell phones such as Apple Inc's (AAPL.O) iPhone and Palm Inc's (PALM.O) Pre.
The company said net income rose to $53.2 million, or 22 cents a share, in its fiscal third quarter ended Feb. 28, up from $21.1 million, or 9 cents a share, in the year-ago period.
That came in ahead of analysts' average estimate of 18 cents a share, according to Thomson Reuters I/B/E/S.
Revenue rose to $361.9 million from $292.40 million the previous year, above Wall Street's target of $348.58 million.
National Semiconductor forecast revenue for the current quarter of $375 million to $390 million. That surpassed Wall Street forecasts for $360.89 million.
Shares of Santa Clara-based National Semiconductor rose 1.8 percent in extended trading to $14.60 from their $14.34 close on the New York Stock Exchange. (Reporting by Ian Sherr; Editing by Tim Dobbyn and Richard Chang)
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Fa
[Offline]
10:51 12/3/10
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Goedemorgen,
ASML gisteravond gesloten op $34.48 -0.03%
In Euro's € 25.17
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ESOXX34
[Offline]
08:00 12/3/10
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ASML $34.23
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ESOXX34
[Offline]
20:07 11/3/10
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Canon : Bijna uitgeteld als concurrent van ASML en Nikon.
Analyst: Canon's litho hopes tied to nano-imprint
Dylan McGrath
Page 1 of 2
EE Times
(03/11/2010 12:49 PM EST)
SAN FRANCISCO—Canon Inc. has for years watched its share of the global market for microlithography equipment decay. Now, according to a prominent semiconductor capital equipment analyst, Canon's seventh attempt to penetrate the argon fluoride (ArF) 193-nm lithography market has apparently failed and the company's "great white hope" rests with an undisclosed relationship with nano-imprint lithography vendor Molecular Imprints Inc. (MII).
"There is a partnership agreement between the two companies, which is considered to be very important," said G. Dan Hutcheson, CEO of market research firm VLSI Research Inc., in an interview with EE Times Wednesday (March 10). Hutcheson declined to divulge details about the nature of the agreement, which has not been publicly acknowledged by either Canon or MII. But he said the two companies have been working together for at least a year.
Hutcheson said it is possible that Canon could acquire MII, but added that such a deal is pure speculation. "Molecular imprints is still burning cash," he said. "At some point, they either become have to become profitable or someone is going to acquire them."
A spokesperson for MII (Austin, Texas) would neither confirm nor deny that the company has a working agreement with Canon. Spokespersons for Canon (Tokyo) did not immediately respond to a request for comment.
Last week, in an issue of VLSI's newsletter, The Chip Insider, Hutcheson said Canon laid low at the recent SPIE Advanced Lithography conference and that "it has become more clear" that the company's seventh attempt to penetrate the 193-nm lithography market has failed. Hutcheson wrote that Canon, which has abandoned efforts to build a next-generation extreme ultraviolet (EUV) lithography system, could gain "a clear point of differentiation" through working with MII.
Once among the leaders in semiconductor lithography, Canon saw its market share slip to just over 11 percent by 2008, the last year for which numbers are available, according to Gartner Inc.
By last fall, according to sources, Canon was telling customers it would no longer develop immersion or dry 193-nm systems. The company appears to have abandoned efforts to develop EUV or maskless lithography technology, focusing instead on develop of its older i-line and 248-nm lithography lines for use in LCD and mix-and-match chip production.
Close partnership with—or acquisition of—MII would put Canon on a different path from ASML Holding NV of the Netherlands and Nikon Corp. of Japan, ranked first and second, respectively, in semiconductor lithography revenue. "For Canon, it's a Hail Mary pass," Hutcheson said, adding that Canon has "nothing to lose."
EE Times: Semi News
Analyst: Canon's litho hopes tied to nano-imprint
Dylan McGrath
Page 2 of 2
EE Times
(03/11/2010 12:49 PM EST)
ASML and Nikon reportedly beat Canon to the punch in 193-nm lithography, freezing Canon out. Last September, Hutcheson told EE Times that Canon had developed a leading-edge lithography tool but that customers had already adopted either ASML or Nikon and were hesitant to switch.
Both ASML and Nikon have also been working for years to develop EUV tools. EUV was once seen as the leading candidate for lithography at the 22-nm half pitch node, but has recently been pushed out—again—to 16-nm production.
Meanwhile, nano-imprint, once viewed as a potential challenger or successor to EUV, remains stuck in the R&D niche. The technology has not cracked mainstream production in semiconductor fabs, and at last month's SPIE conference it was revealed that the technology won't be in production for several years in perhaps its biggest potential market: hard disk drives (HDDs). Nano-imprint advocates had been hoping MII and other vendors could generate much needed revenue in HDD production while continuing to develop the technology for eventual semiconductor production. But HDD makers reportedly delayed the transition, due to some unforeseen issues with template production and other reasons.
Canon already has a relationship with another nano-imprint lithography company, Obducat AB (Malmo, Sweden). Canon's market arm acts as Obducat's distributor. Last September Canon sold an Obducat system to Toshiba Corp. on Obducat's behalf.
MII has sold 10 systems in the HDD industry, including Hitachi Global Storage Technologies and Fujitsu Ltd. Chip processing consortium Sematch, Toshiba and others have also ordered tools.
It remains unclear if MII is profitable. The company is privately held and does not report quarterly financials—though it claimed to be hiring and gaining momentum amid the downturn last year.
Still, MII is backed by some $90 million in funding from venture capital, strategic investors and government. It's conveivable that investors could be getting antsy and looking for an exit strategy—particulary if the company's prospects for profitability are still on the horizon.
In the interview Wednesday, Hutcheson expressed admiration for MII, but said nano-imprint's prospects versus EUV remain grim. "The progress they've made is really impressive, but there are still so many issues with [nano-imprint] that it's still not competitive with EUV," Hutcheson said. He added that the amount of money that has been invested in EUV dwarfs any investment in nano-imprint to this point.
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ESOXX34
[Offline]
20:07 11/3/10
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ASMi werkt zich in top tien chipmachinemakers
11 maart 2010
In een jaar dat volgens VLSI Research een krimp zag van 38,2 procent, klom ASMI naar de achtste plaats in de top tien grootste chipmachinemakers ter wereld. De Almeerse machinebouwer is met Teradyne de enige nieuwe binnenkomer. ASML moest zijn vorig jaar verkregen tweede stek teruggeven aan Tokyo Electron, dat in 2008 nipt een lagere omzet dan de lithotoolfabrikant neerzette, maar in 2009 zijn omzet minder zag inzakken.
1 Applied Materials
2 Tokyo Electron
3 ASML
4 Nikon
5 KLA-Tencor
6 Lam Research
7 Dainippon Screen
8 ASMI
9 Novellus Systems
10 Teradyne
Grootste leveranciers IC-apparatuur in 2009, naar omzet in miljoen dollar
Paul van Gerven
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ESOXX34
[Offline]
20:00 11/3/10
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$34.21
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ESOXX34
[Offline]
19:56 11/3/10
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Opvallend :
Vandaag was het voor de 10e keer op rij dat de DL in Amsterdam hoger gezet wordt.
Trouwens de Day High, €25.50, was de op een na hoogste koers van ASML sinds een jaar of acht.
De hoogste koers van de laatste jaren was op 24 oktober 2007, €25.55. Dat de koers daar niet zomaar doorheen gaat was te verwachten.
ASML $34.26
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ESOXX34
[Offline]
19:14 11/3/10
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Avond
ASML in Amsterdam gesloten op €25.08 -0.87%
RT $34.27 -0.64%
In euro's €25.07
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ESOXX34
[Offline]
19:02 11/3/10
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ASML, Nikon lock horns on Intel 22nm litho biz
For years, ASML Holding NV and Nikon Corp. battled each other at Intel Corp. Now ASML and Nikon are fighting over the 22nm lithography business at Intel but one analyst said both will share the 22nm pie at Intel, with ASML grabbing some critical layers. One source said Intel's evaluation for lithography at 22nm is far from over.
More recently, the two companies shared the business for "critical layers" at 45nm. At 32nm, Nikon won the entire "critical layer" business at Intel. At 22nm within Intel, ASML and Nikon will split the business. "Our checks reveal ASML has been designed into at least two layers, which likely corresponds to share split of something like 40/60 for ASML/Nikon," said C.J. Muse, an analyst with Barclays Capital, in a report.
Intel will get the latest and greatest 193nm immersion scanners from ASML and Nikon. Nikon is shipping a slightly new version of its 193nm immersion tool, which is geared for 32nm chip production and below. Dubbed the NSR-S620D, the tool features a lens with a numerical aperture (NA) of 1.35. The first version of the S620, which was shipped last year, had an NA of 1.30. As reported, it will also make use of a new platform, dubbed the Streamlign. Overlay is 2nm and throughput is 200 wafers an hour.
Meanwhile, ASML's TwinScan NXT:1950i system is a dual-stage, 193nm immersion lithography tool designed for volume production 300mm wafers at the 32nm node and beyond. Building on the in-line catadioptric lens design concept of the XT:1950Hi, the NXT:1950i has NA of 1.35.
Meanwhile, Muse also raised his immersion unit forecast to 110 units from 105 units in 2010. "In turn, we raise our unit estimate for ASML from 88 units to now 92 units," Muse said.
"We have raised our Samsung unit forecast by three units to a total of 27 units to be delivered in 2010," he said. "We also add one unit for Winbond and one for Intel. Lastly, these estimates do not include potential upside from Intel for its 22nm decision where we would expect a selected number of units to be delivered in 2H 10."
Samsung is the biggest buyer right now. "We note that Samsung has pulled in its first immersion tool shipment for line 17 to 2010 and is also planning to install four immersion tools for its system LSI/foundry business along with two tools at Austin, Texas," he said.
"The remainder of the litho tools are earmarked for Line 10, 12, 13, 15 and 16 in Korea. Samsung is even taking one Nikon S620D litho tool into its fabs and not just stopping at that, in fact, there is an extreme ultraviolet tool delivery from ASML scheduled for August as well," he added.
- Mark LaPedus
EE Times
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Fa
[Offline]
14:20 11/3/10
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G'middag.
ASML wisselt opties in voor aandelen voor leden raad van bestuur
VELDHOVEN - De raad van bestuur van ASML krijgt in de toekomst geen opties meer als onderdeel van het beloningspakket. In plaats daarvan krijgen ze voor dezelfde waarde aandelen uitgekeerd.
Dit voorstel doet de raad van commissarissen aan de aandeelhouders die zich er in de vergadering van 24 maart over buigen. Met deze maatregel wil de raad van commissarissen de nadruk verleggen van prestaties op de korte termijn naar prestaties op de lange termijn.
Tot nog toe bestaat de beloning van bestuurders van ASML uit salaris, een bonus, opties en aandelen. Dit in een verhouding van 100-75-25-55, als het gaat om de bestuursvoorzitter. Deze verhouding wordt met ingang van dit jaar gewijzigd in 100-75-0-80. Dit houdt in dat de bestuursvoorzitter voor een waarde van maximaal 80 procent van zijn vaste salaris (in 2009 735.000 euro) aandelen krijgt uitgekeerd. Opties zullen achterwege gelaten worden. Voor de overige bestuursleden geldt een wijziging van de verhouding 100-60-25-55 naar 100-60-0-80.
De opties, zoals die in 2009 nog werden uitgekeerd, komen direct ter beschikking van de bestuursleden. Bij de aandelen wordt pas na drie jaar gekeken of de prestaties voldoende conform de criteria zijn gebleken. Pas dan worden ze ook formeel toegekend en twee jaar later worden ze aan de bestuursleden vrijgegeven.
Voor zowel de bonus als de aandelen zijn de prestatiecriteria door de raad van commissarissen verder verfijnd. De criteria over het technologisch leiderschap van ASML, de goede kaspositie van het bedrijf en de kwaliteit van de producten en diensten blijven gehandhaafd. De term marktaandeel wordt gewijzigd in marktpositie, om meer nadruk op de klanttevredenheid te leggen. De criteria bruto winst en netto winst zijn vervangen door de materiële marge op nieuwe systemen en totale bedrijfskosten.
Bij de beoordeling van de criteria wordt ASML vergeleken met bedrijven uit de zogeheten peer group. Daarin zitten andere technologische bedrijven als Nokia, Atos Origin, ASMI en ST Microelectronics. Staat ASML in deze ranglijst onderaan, dan is de uitkering in aandelen 0 procent. Staat het bedrijf in de middenpositie dan ontvangen ze 80 procent van hun salaris aan extra beloning. Staat ASML in de top 3 van de peer group dan is het percentage extra beloning bijna 150 procent.
http://www.ed.nl/
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Fa
[Offline]
14:19 11/3/10
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Goedemorgen,
ASML gisteravond gesloten op $34.49 +1.29%
In Euro's € 25.29
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ESOXX34
[Offline]
07:59 11/3/10
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$34.57
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ESOXX34
[Offline]
20:16 10/3/10
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ASML $34.52
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ESOXX34
[Offline]
20:08 10/3/10
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ASML $34.49
Vanaf half maart tot de cijfers half april, geeft bijna altijd een trendmatige stijging te zien in de koers van ASML.
Ik had, eerlijk gezegd, wel vorige maand ook een trendmatige daling verwacht tot half maart, maar ik heb gelukkig niet naar mijzelf geluisterd qua beleggingen. Oftewel: Cum Grano Salis
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ESOXX34
[Offline]
20:00 10/3/10
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TSMC, UMC see flat sales
Mark LaPedus
EE Times
(03/10/2010 11:21 AM EST)
SAN JOSE, Calif. -- Business was flat in February for Taiwan's foundry giants.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) said net sales for February were approximately NT$29.2 billion ($914.2 million), an increase of 0.1 percent from January and an increase of 153.8 percent from the like period a year ago.
Revenues for January through February 2010 totaled NT$58.35 billion ($1.83 billion), an increase of 143.7 percent compared to the same period in 2009.
On a consolidated basis, net sales for February 2010 were approximately NT$30.13 billion ($943.6 million), about the same level as January 2010, and registered an increase of 147.5 percent over February 2009. Revenues for January through February 2010 totaled NT$60.27 billion ($1.89 billion), an increase of 138.2 percent compared to the same period in 2009.
Taiwan rival United Microelectronics Corp. (UMC) reported unaudited net sales of NT$8.6 billion ($270.3 million) for the month of February 2010, up 174.66 percent from a year ago and 0.4 precent from last month.
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ESOXX34
[Offline]
19:48 10/3/10
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Qualcomm, others invest $46M in AMEC
Mark LaPedus
EE Times
(03/10/2010 11:34 AM EST)
SAN JOSE, Calif. -- Chinese fab tool specialist Advanced Micro-Fabrication Equipment Inc. (AMEC) has closed its Series D financing round by securing $46 million from existing investors.
They include Shanghai Venture Capital Co. Ltd., Walden International, Lightspeed Venture Partners, Goldman Sachs, Redpoint Ventures, Global Catalyst Partners, InterWest Partners, Bay Partners and Qualcomm Ventures.
Since its inception in 2004, the company has raised more than $150 million from venture capital sources.
"The financing provides extra bandwidth to further position our product and accelerate volume production," said AMEC's Chairman and CEO, Gerald Yin, in a statement. "Despite tight capital markets and a generally difficult environment for start-ups, we kept our aggressive innovation initiatives on track.''
AMEC claims it has shipped its first product, the Primo D-RIE Etch tool, to five companies in Asia. Repeat orders have already been received. It also sells the 300-mm Primo HPCVD system.
Applied Materials Inc. and AMEC (Shanghai) recently said that they have settled all litigation between the respective companies and that all outstanding disputes have been resolved.
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ESOXX34
[Offline]
19:47 10/3/10
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Avond
ASML in Amsterdam gesloten op €25.30 +1.02%
RT $34.62 +1.62%
In euro's €25.39
Ook in de VS ziet het er weer goed uit.
De winsten worden vastgehouden.
Mijn Sprinters zullen misschien morgen verder sprinten.
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ESOXX34
[Offline]
19:44 10/3/10
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Middag Conxhans,
Nog steeds in Spanje?
De trading range is nu €24.84 - €25.17 .....
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ESOXX34
[Offline]
12:48 10/3/10
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denk eerder tussen de 22 en 24 ....
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conxhans
[Offline]
11:06 10/3/10
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De laatste 8 handelsdagen werd de DL van de koers van ASML hoger gezet.
Gisteren was de DL €24.77 en het is de vraag of we hier niet onder gaan.
De trading range zal, denk ik, tussen €24.70 en €25.10 liggen
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ESOXX34
[Offline]
08:36 10/3/10
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ASML gisteravond gesloten op $34.05 -0.90%
In euro's €25.05
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ESOXX34
[Offline]
08:00 10/3/10
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ASML $34.21
Gisteravond kon men bij de ING niets zeggen over een nieuwe ASML Sprinter, en vanochtend stond ie er opeens bij.
ING : Bedankt voor de geweldige Service..... 
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ESOXX34
[Offline]
19:30 9/3/10
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Met al die goede berichten uit de markt, hoeven we niet bang te zijn voor mindere cijfers volgende maand.
ASML $34.20
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ESOXX34
[Offline]
19:14 9/3/10
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IC Insights boosts 2010 chip growth forecast to 27%
Dylan McGrath
EE Times
(03/08/2010 9:00 PM EST)
SAN FRANCISCO—Market research firm IC Insights Inc. Monday (March  increased its estimate for 2010 semiconductor growth, saying it now expects chip revenue to increase 27 percent this year, reaching $253 billion.
IC Insights (Scottsdale, Ariz.) said it expects semiconductor revenue to increase another 15 percent in 2011, reaching $290 billion.
Worldwide chip revenue of $253 billion would be the most ever in a single year, eclipsing the previous high-water markof $234 billion, set in 2007, according to IC Insights.
IC Insights had previously predicted that chip revenue would increase 15 percent in 2010.
Sales of semiconductors declined about 9 percent in 2009, according to the Semiconductor Industry Association.
The projected 2010 growth is being driven largely by DRAM memory. Thanks to strong increases in average selling prices, IC Insights projects that DRAM revenue will soar 74 percent this year, following a disastrous 2009, the firm said.
Last week, market research firm iSuppli Corp. forecast that chip revenue would increase 21.5 percent in 2010. The firm argued that the IC recovery will be modest " when viewed from a longer-term perspective," noting that even greater than 20 percent growth will leave the industry only a few percentage points above where it stood in 2007 and 2008.
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ESOXX34
[Offline]
19:12 9/3/10
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ASML $34.22
Vanochtend kwam de door mij verwachte nieuwe ASML Long Sprinter, Stoploss €23.00. Meteen ook ingestapt.
Hier kwam ik natuurlijk niet achter door een Sprinter Nieuwsbrief van de ING. Nee, die moet ik nog steeds krijgen......
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ESOXX34
[Offline]
19:07 9/3/10
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Avond
ASML in Amsterdam gesloten op €25.05 met een minimaal verlies van -0.26%
RT $34.18 -0.52%
In euro's €25.19
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ESOXX34
[Offline]
19:01 9/3/10
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Goedemorgen,
ASML gisteravond gesloten op $34.36 +1.63%
In Euro's €25.25
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ESOXX34
[Offline]
08:03 9/3/10
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Dow 10,559.02 /// -0.07%
Nasdaq 2,333.67 /// 0.31%
ASML 34.37 /// 1.66%
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ESOXX34
[Offline]
19:31 8/3/10
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ASML $34.36
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ESOXX34
[Offline]
19:22 8/3/10
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Een van de redenen van de stijging:
Semiconductor capex to grow 76% in 2010, says Gartner
Peter Clarke
EE Times
(03/08/2010 11:46 AM EST)
LONDON — Worldwide semiconductor capital equipment spending is projected to surpass $29.4 billion in 2010, a 76.1 percent increase from 2009 spending of $16.7 billion, according to market research company Gartner Inc. (Stamford, Conn.).
Following significant declines in 2009, all segments of the semiconductor capital equipment market will experience double-digit percentage growth in 2010, Garter said.
Wafer fab equipment purchases will reach $22.92 billion up 76.7 percent from $12.98 billion in 2009. Packaging and assembly equipment is set to climb to $4.18 billion, up 75.5 percent from $2.38 billion in 2009. Automated test equipment sales in 2010 are set to be $2.27 billion, up 72.0 percent from $1.32 billion in 2009.
"The dramatic semiconductor industry recovery rate over the last three quarters has necessitated a renewed growth for equipment spending," said Jim Walker, research vice president at Gartner, in a statement. "Spending by the memory and foundry markets — along with the advancement to new technology nodes — will drive the semiconductor equipment segment in the first half of 2010. Quarterly growth will see a slight slowdown in the second half before capacity additions start ramping up the equipment industry again going into 2011."
Overall worldwide wafer fab equipment (WFE) spending declined 46.4 percent in 2009, a slight improvement from the 4Q09 forecast. Worldwide WFE spending in 2010 will grow 76.6 percent from 2009.
After declining 40 percent in 2009, the worldwide packaging and assembly equipment (PAE) market is expected to increase by more than 75 percent in 2010. Decent PAE market growth is expected through 2012. The modest decline expected for 2013 is based on a more traditional inventory-based market contraction. On a regional basis, Asia/Pacific will improve its share of PAE consumption throughout the forecast period. From about 77 percent of PAE shipments in 2010, Asia/Pacific will account for nearly 85 percent of all PAE sales by 2014. China will be the largest individual consumer of PAE in 2012, accounting for nearly 27 percent of the total market that year.
2010 will bring the worldwide automated test equipment (ATE) market its first positive growth year since 2006. After bottoming out in the first quarter of 2009, the ATE market has realized substantial quarterly gains and is expected to grow by more than 70 percent in 2010. Growth is expected to continue during the next several quarters as device demand improves. Gartner's 2010 growth expectations are driven heavily by the expected transition to DDR3 memory devices. On a regional basis; test equipment revenues will be driven by increased shipments to the Asia/Pacific region. By 2014, shipments to Asia/Pacific will grow to nearly 80 percent of the ATE market.
"The semiconductor equipment industry will experience a very strong growth spurt in 2010, as we emerge from a very costly recession, and this growth is expected to continue throughout 2012," said Walker. "However, we expect this upturn to be one of the first in which the peak revenue in capital equipment does not surpass previous growth cycles, which may well help to mitigate the boom/bust scenario that we have seen in the past."
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ESOXX34
[Offline]
19:21 8/3/10
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ASML $34.40
Het gaat goed met de Sprinters van ASML. Vandaag nog de ING gebeld of er nog een Sprinter Long voor ASML met een hogere stoploss op komst is, maar dat konden ze natuurlijk niet zeggen. Ik krijg nu wel een Sprinters Nieuwsbrief.
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ESOXX34
[Offline]
19:15 8/3/10
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ASML $34.42 In euro's €25.28
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ESOXX34
[Offline]
19:09 8/3/10
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ASML RT $34.22 +1.21%
In Euro's €25.13
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ESOXX34
[Offline]
17:52 8/3/10
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Lekker nieuws:
Morgan Stanley Raises 2010, 2011 Estimates For ASML Holding On Further Share Gains (ASML) - 3/8/2010 8:35:49 AM
By Chip Brian, SmarTrend Analytics Team
3/8/2010- Morgan Stanley analysts are raising their estimates for ASML Holding NV (NASDAQ:ASML) on further share gains and are maintaining their "equal weight" rating on the stock.
Analysts Atif Malik and Michael X. Chu said, "Based on our discussions, we are incrementally more confident that ASML could: 1) maintain and likely expand 70-75% immersion unit market share in 2010-11, 2) exceed previous peak gross margins of 41% at €1 bn revenues on higher-value holistic software mix, and 3) carry lithography leadership in EUV to deliver 1.5-2x lower cost of ownership relative to double patterning by 2012-13' production timeframe. We increase FY10 / FY11 estimates on potential MPU share gains and lift our base case to €27 (15x CY11 EPS). We are modeling backlog growth +3% above the 2007 memory spending peak levels but acknowledge further upside, given ~9-10 months long NXT lead times
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ESOXX34
[Offline]
17:50 8/3/10
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Avond,
ASML gesloten op €25.11 +1.99%
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ESOXX34
[Offline]
17:47 8/3/10
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