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ASML
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ESOXX34
[Offline]
19:33 24/7/10
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ASML $32.12
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ESOXX34
[Offline]
20:22 30/7/10
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Samsung posts record profit on strong chip sales
Dylan McGrath
7/29/2010 9:18 PM EDT
SAN FRANCISCO—South Korea's Samsung Electronics Co. Ltd. reported a record operating profit of 5.01 trillion Korean won ($4.23 billion) on revenue of 37.89 trillion won ($31.9 billion) for the second quarter, with strong semiconductor and LCD sales setting the pace.
Overall sales for Samsung improved by 17 percent compared to the second quarter of 2009, the company said. Second quarter net income was 4.28 trillion won ($3.6 billion), Samsung said.
Samsung's 5.01 trillion won operating profit, which eclipsed the company record set in the first quarter, was up 88 percent year-to-year, Samsung said.
Samsung (Seoul, South Korea) credited significant improvements in its components businesses for driving increased profitability. The company said its semiconductor business recorded an operating profit of 2.94 trillion won ($2.48 billion) on revenue of 9.53 trillion won ($8 billion), while its LCD business lodged a profit of 880 billion won ($741.5 million) on 7.76 trillion won ($6.5 billion) in sales.
"In the second quarter, our component businesses performed very strongly, yet it was a more challenging quarter for our set businesses,” said Robert Yi, Samsung vice president and head of investor relations, in a statement. "With intensified competition throughout the digital media and mobile industries going forward, it may become a challenge to maintain current profitability levels."
Samsung predicted that strong seasonal demand for core components would drive its performance in the third quarter, but warned that increased market supply of components is also expected. The company forecasts that continued price competition in its set businesses will put downward pressure on profit margins in the third quarter.
Samsung said total capital expenditures for the first half of the year reached 9.2 trillion won ($7.8 billion), representing 51 percent of its total 18.2 trillion won in capex planned for 2010.
Second quarter profit margin for its semiconductor business was 30.8 percent, Samsung said, while the LCD business achieved a profit margin of 11.3 percent. Semiconductor operating profit of 2.94 trillion won improved by 765 percent compared to the year ago quarter, Samsung said.
The semiconductor business was boosted once again in the second quarter by Samsung's memory division, which notched sales of 6.71 trillion won ($5.7 billion), up 74 percent versus the second quarter of 2009, Samsung said. Strong DRAM demand was driven by a mid 20-percent increase in PC shipments and more than 30-percent rise in gigabytes per system year-on-year, Samsung said. In NAND, despite weak seasonality, demand remained steady due to strong sales of mobile devices, including smartphones and tablet PCs, Samsung said. The company cited accelerated migration to 40-nm-class DRAM and expanding 30-nm-class NAND for the enhanced profitability.
In the third quarter, the demand for DRAM is expected to rise due to strong seasonality and increased demand for high-capacity NAND is also expected, Samsung said.
Samsung said its telecommunications businesses posted a second quarter operating profit of 630 billion won on revenue of 8.78 trillion won, paced by a 22 percent year-to-year increase in handset sales to 63.8 million units.
Samsung reported that it sold more than 500,000 3-D TVs in the third quarter and claimed the market share lead in the category.
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ESOXX34
[Offline]
20:22 30/7/10
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Memory firms, foundries move up in semi rankings
Dylan McGrath
7/30/2010 1:43 PM EDT
SAN FRANCISCO—Riding the wave of the semiconductor industry upturn, memory chip vendors and silicon foundries were the best performers in the first half of 2010, with most moving up at least one spot in on the top 20 semiconductor firms list compiled by market research firm IC Insights Inc.
Of the five major memory suppliers in the top 20 ranking, all but Samsung Electronics Co. Ltd. moved up at least one spot in the second quarter, with Japan's Elpida Memory Inc. jumping five spots to land at No. 10, IC Insights (Scottsdale, Ariz.) said.
While Samsung—the No. 2 ranked chip vendor overall—did not move up on the listing, the company did gain ground on top-ranked Intel Corp., IC Insights said. Samsung trailed Intel in second quarter chip sales by 21 percent, down from a margin of 52 percent in 2009, the firm said.
Strength of DRAM and NAND flash memory markets drove year-over-year sales increases of 14 percent at Hynix Semiconductor Inc. and Micron Technology Inc. and 18 percent at Elpida, according to IC Insights' Strategic Reviews online database. Each company's sales in the first half were only about $1 billion less than for the full year of 2009, according to the database.
Silicon foundry suppliers Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) and United Microelectronics Corp. (UMC) also had strong first halves, with TSMC moving to No. 5 in the ranking from No. 6 and UMC jumping six spots into eighteenth place.
Collectively, the top 20 semiconductor companies had sales of about $102 billion in the first half of 2010, according to IC Insights. If revenues among the top 20 suppliers stay flat in the second half of the year they will total $204 billion, an increase of 29 percent over 2009. Revenues for the second half of the year are likely to be higher than the first half, IC Insights said.
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ESOXX34
[Offline]
20:20 30/7/10
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ASML nog steeds rond de $32.00 (32.05) dus rond de €24.50
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ESOXX34
[Offline]
20:12 30/7/10
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Goedenavond
ASML vrijdag gesloten in Amsterdam op €24.47 -0.29%
RT $32.00 = €24.50
Vanaf 22 juli is er toch wel een tamelijk unieke serie slotkoersen van ASML ontstaan.
De laatste 7 handelsdagen eindigde de slotkoers binnen een marge van 14 cent.
24.47
24.54
24.61
24.55
24.57
24.58
24.52
Je mag toch wel concluderen dat er steun is rond de €24.50.
Zo’n horizontale lijn zie je niet vaak in een koersengrafiek. De grote jongens hebben letterlijk en figuurlijk een lijn getrokken. Tot hier en niet verder.
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ESOXX34
[Offline]
19:00 30/7/10
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Hee Esoxx, gaat hem ff niet worden volgende week, zou blij zijn als ik de ing 7.20 de deur uit kan doen.
Anyway bedankt voor de info. 
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Rich?
[Offline]
17:45 30/7/10
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Morge Rich,
Ook aan de ASML Long 820762 (stoploss €22.90) zit ik aan te denken, maar een koersval van 2 euro is voor de koers van ASML niet ongebruikelijk, dus dat kan krap worden.
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ESOXX34
[Offline]
08:13 30/7/10
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Goedemorgen,
ASML donderdagavond gesloten op $31.99 -0,09%
In euro's €24.46
Ik handel al een tijdje met de Sprinter ASML Long 814388 (stoploss €21.20)
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ESOXX34
[Offline]
08:08 30/7/10
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@ Esoxx Welke sprinter zou je dan nemen?
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Rich?
[Offline]
20:55 29/7/10
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Nvidia Corp. (NVDA US) fell 8.2 percent to $9.30, after sinking to $9.13 earlier, the lowest intraday price since May 2009. The second-largest maker of graphics chips lowered its second-quarter sales forecast because of slumping demand in Europe and China.
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ESOXX34
[Offline]
20:54 29/7/10
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Motorola Q2 net rises on higher marginsBolaji Ojo
7/29/2010 8:01 AM EDT
Motorola Inc. recorded better-than-expected net profits in the second quarter despite a slight decline in revenue as margins improved on tighter cost management at the networking and mobile handset equipment manufacturer.
The company posted net income of $162 million, or 7 cents per share, for the quarter ended July 3, compared with profits of $26 million, or 1 cent per share, in the year-ago quarter. Sales fell slightly, down about 1 percent, to $5.4 billion from $5.4 billion, largely on continuing erosion in the mobile handset division where revenue dropped 6 percent to $1.7 billion.
Motorola exceeded analysts’ profit and revenue expectations during the quarter and its overall financial and market position improved moderately with cash rising amid better prospects for revival at its handset division, which has seen positive reception of its latest products, including the Droid X. Boosted by a $228 million “legal settlement”, the unit posted operating earnings of $87 million during the quarter compared with operating loss of $287 million in the comparable quarter of 2009.
“The Droid X launch has been very well received and is seen as one of the best smartphones in the market today. As we continue to execute on our business strategy, we are in a strong position to continue improving our share in the rapidly growing smartphone market and improving our operating performance," said Sanjay Jha, Motorola co-CEOand head of the handset business. "The mobile devices and home businesses remain focused on developing next-generation products to capitalize on the convergence of mobile experiences and home entertainment.”
Motorola closed the recent quarter with gross profit margins of 37 percent, up from 31 percent in the second quarter of 2009. The company said its net cash position rose to $4.9 billion from $4.6 billion even after it spent $500 million to buy back long-term debt.
The company continues to face sales pressures, however, with revenue in the home division dropping 13 percent from the year-ago quarter, to $886 million. Revenue in the networks business declined 2 percent to $967 million while sales in the enterprise mobility unit rose 10 percent to $1.9 billion, making it the company’s biggest revenue generator. Motorola has agreed to sell the bulk of its networks business to Nokia Siemens Networks.
“We are very proud of the operational and financial performance of our Networks business and are excited to have reached this agreement to combine our Networks team with such an industry leader," said Greg Brown, co-CEO of Motorola in a statement. "This is great news for our customers, our investors and our people and will allow us to sharpen our strategic focus on providing mission-and business-critical solutions for our government, public safety and enterprise customers.”
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ESOXX34
[Offline]
20:52 29/7/10
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TSMC sees Q2 sales climb, modest growth in Q3
Peter Clarke
7/29/2010 7:53 AM EDT
LONDON — Leading foundry Taiwan Semiconductor Manufacturing Co. Ltd. reported net income of NT$40.28 billion (about $960 million) on consolidated revenue of NT$104.96 billion (about $2.51 billion) for the second quarter ended June 30.
Sales were up sequentially by 13.9 percent and up 41.4 percent year-over-year while net income increased 64.8 percent.
Wafer shipments during the second quarter in all major semiconductor market segments increased from their first quarter levels, the company said. The company sees weakness in the computer market in the third quarter but continued strength of demand for consumer and communications products. The company is predicting relatively modest sequential growth of between 4 and 7 percent to take its sales to between NT$109 billion (about $2.60 billion) and NT$111 billion (about $2.65 billion).
During Q2, process technologies of 0.13-micron and below accounted for 72 percent of wafer revenues. 90-nanometer process technology accounted for 16 percent of wafer revenues, 65-nanometer 27 percent, and 40-nanometer 16 percent of total wafer sales
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ESOXX34
[Offline]
20:51 29/7/10
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TSMC forecast tips chip cycle nearing its peak
Peter Clarke
7/29/2010 9:35 AM EDT
LONDON -- The second quarter financial results from TSMC, with profits leaping upwards, have been reported in glowing terms. However, a closer examination shows a return to normal after the excursions of 2008 and 2009 and signs that the chip market cycle may be nearing its peak.
Indeed, TSMC's Q2 and forecast Q3 are slightly below historical averages for the company in terms of sequential growth. Allied to sporadic reports of double-ordering excess and one or two companies missing analysts' estimates in the current reporting season and the usual seasonal sequential fall must be expected for the market overall in Q4.
TSMC's second quarter sales revenue of NT$104.96 billion (about $2.51 billion) was up sequentially by 13.9 percent. This compares with an average over the last ten years that shows TSMC's Q2 revenue increasing over Q1 revenue by 15.7 percent. If the best (87.9 percent in 2009) and worst (negative 33.5 percent in 2001) are taken out, the average is 12.8 percent.
TSMC made a modest prediction about its Q3 revenues. At between NT$109 billion (about $2.60 billion) and NT$111 billion (about $2.65 billion) TSMC is predicting sequential growth of between 3.85 and 5.75 percent. TSMC's ten-year historical average for Q3 sales is that they advance by 12.35 percent sequentially. So TSMC is predicting that Q3 will be sequentially worse in 2010 than the long-term average. Even with the outlying best and worst taken out from the last ten years, TSMC averages a 10.5 percent revenue hike in Q3.
Either TSMC sees the end of the boom cycle or it is managing expectations down so that it looks good when it exceeds those expectations later this year.
The chip industry as a whole climbs sequentially, on average, by 8.1 percent in Q3 before settling back by 0.6 percent in Q4. The size of the sequential fall in Q4, if any, will say much about prospects for 2011.
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ESOXX34
[Offline]
20:50 29/7/10
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ASML $32.10
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ESOXX34
[Offline]
20:47 29/7/10
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ASML $31.88 = €24.37
Wat mijn aankoopplannen betreft: Binnen een week worden er weer Sprinters gekocht.
Tussen half augustus en half september is vaak een positieve periode voor de koers van ASML.
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ESOXX34
[Offline]
19:15 29/7/10
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Nog wat nieuws van verleden week...maar wel belangrijk.
Taiwan DRAM makers still queuing for latest ASML systems [Wednesday 21 July 2010]
The lead time for ASML's latest immersion system, the NXT:1950i, has been extended to almost 12 months, prompting some Taiwan-based DRAM makers to switch to alternative products, according to industry sources.
The sources speculated that Elpida Memory's DRAM partners, which include Powerchip Technology, Rexchip Electronics and ProMOS Technologies, have acquired ASML's older-generation immersion scanners due to a longer wait. The average cost of ASML's XT systems is 20% cheaper than the NXT ones, though the former only provides single-exposure manufacturing down to 38nm, the sources said.
In order to deliver 30nm-class products, these DRAM makers will still need to upgrade their immersion equipment, the sources pointed out.
The sources added that Nanya Technology and Inotera Memories already took delivery of NXT scanners from ASML, which will help them migrate to 30nm ahead of other Taiwan-based DRAM makers.
ASML had shipped five NXT systems, and another 17 units in backlog as of December 31, 2009, according to the company. It landed orders of 15 NXT systems in the second quarter, and had 38 units in backlog at the end of the quarter.
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ESOXX34
[Offline]
19:10 29/7/10
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ASML $31.91
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ESOXX34
[Offline]
19:05 29/7/10
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EUV: Gaining steam or more hype?
Mark LaPedus
7/21/2010 3:30 PM EDT
SAN FRANCISCO – Extreme ultraviolet lithography (EUV) is gaining steam.
ASML Holding NV is seeing new and surprising orders for its current and future EUV systems. And after little or no action, there is finally some movement on the EUV metrology front. To obtain funding for EUV metrology tools, Applied Materials Inc. and KLA-Tencor Corp. are in discussions with Sematech.
The big question is clear: Are the recent EUV announcements for real or hype? At present, leading-edge chip makers hope to extend 193-nm immersion as far as possible. Many have also moved to double-patterning. Beyond optical, EUV is the frontrunner, as maskless and nano-imprint continue to experience some problems.
EUV is the leading candidate for chip production at 22-nm, said Luc Van den hove, president and chief executive of IMEC, during a panel at Semicon West. ''Momentum on EUV has increased tremendously during the last year,’’ he said at last week’s Semicon trade show here. With EUV, there is also a ''clear roadmap to 10-nm half-pitch.’’
The technology also has its share of problems due to the lack of power sources, resists and mask infrastructure. EUV still has some ''engineering challenges,’’ said John Warlaumont, vice president of advanced technology at chip-making consortium Sematech.
At least on the surface, EUV is gathering momentum. As previously reported, ASML has six orders—and is essentially sold out--of its initial production-like EUV tool, dubbed the NXE:3100, which is due out by year’s end.
The Dutch company also has 10 orders for its next-generation EUV tool, called the NXE-3300, according to Barclays Capital. ''ASML is looking to ‘book’ about 10 EUV (NXE-3300) systems in 2H ‘10 for 2012 delivery,’’ said C.J. Muse, an analyst with Barclays. Some speculated that GlobalFoundries, Intel, Samsung, TSMC and others have placed orders for the NXE-3300, which could go as high as $100 million per system.
The 3100 has been able to print images down to 27-nm. The system has a 100 Watt source and boasts a 4.5-nm overlay. The 3300 has been able to print images down to 22-nm. The system features a numerical aperture of 0.32.
ASML claims to have completed the development of three new NXE:3100 scanners. The previously announced system includes a 100 Watt source from Cymer Inc. Like before, the power source is a stumbling block. To process 125 wafers an hour, the company needs a twofold improvement in power, said Hans Meiling, ASML's product development manager for the EUVL. ''We do need higher power,’’ he said at a Semicon West panel. ''We are not there yet.’’
But finally, there is some movement on the EUV metrology and inspection front. At one time, there were fears that the EUV scanners would be ready for production at the designated time, but there would be no metrology tools to support EUV. The inspection vendors have been dragging their feet. Until now, R&D funding and a return-on-invest remains a question on the EUV metrology front.
As a result, chip-making consortium Sematech recently launched a consortium to develop metrology tools for detecting defects in advanced masks needed for EUV lithography.
Now, the ball seems to be rolling in the arena. Last week, Sematech and Carl Zeiss announced an agreement to design and develop the industry’s first-ever actinic aerial image metrology system for defect review of EUV photomasks. In EUV, Sematech is also engaged with the other inspection vendors, including Applied Materials and KLA-Tencor, Warlaumont said.
Brian Trafas, chief marketing officer at KLA-Tencor, said the company’s current 6xx reticle inspection tool can support the initial requirements for EUV mask and blank inspection. But if or when EUV goes into full production, ''we believe we need a next-generation platform,’’ he said.
Not surprisingly, KLA-Tencor has been looking at EUV actinic technology for some time. KLA-Tencor can build a tool, but R&D funding is the big hurdle. Now, KLA-Tencor and Sematech are in ''discussions’’ about funding, he said. ''We are asking for funding,’’ he said.
The EUV camp has already spent billions on R&D. Development of "prototype" metrology tools alone is expected to add $200 million to the tally. Some estimate the total bill at $400 million. Sematech and its members, such as IBM, Intel, Samsung and TSMC, will foot some of the bill but are betting on metrology tool makers to share the cost and build the tools.
Some suggest that existing inspection tools could handle many of the initial chores in detecting EUV mask defects. Some experts argue that the industry must develop actinic-based tools, with the same, 13.5-nm wavelength as EUV light.
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ESOXX34
[Offline]
19:04 29/7/10
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do 29 jul 2010, 07:00
ASMI boekt winst bij probleemdivisie ALMERE (AFN) -
Toeleverancier aan de chipindustrie ASM International heeft voor het eerst in lange tijd weer winst gemaakt bij zijn probleemdivisie. Dat maakte de onderneming donderdag bekend.
Het bedrijf realiseerde bij de front-end activiteiten, waar machines voor de productie van chips worden gemaakt, een winst voor eenmalige posten van 6,9 miljoen euro, tegen een verlies van 22,5 miljoen in dezelfde periode een jaar geleden. Destijds stonden de resultaten zwaar onder druk als gevolg van de kredietcrisis.
De operationele winst bij de Chinese dochter (back-end), waar producten voor het monteren en inpakken van chips worden gemaakt, steeg van 15,8 miljoen euro tot 76,6 miljoen euro. ASMI zag de omzet toenemen tot een record van 302,4 miljoen euro. De waarde van nieuwe orders steeg in het tweede kwartaal tot 526,1 miljoen euro.
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ESOXX34
[Offline]
19:01 29/7/10
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Het lijkt er op dat voor de 4e keer de koers stuk loopt rond de weerstand van €25.15
DH vandaag €25.08
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ESOXX34
[Offline]
18:54 29/7/10
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ASML donderdag in Amsterdam gesloten op €24.55 -0.24%
RT $31.79 -0.72%
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ESOXX34
[Offline]
18:52 29/7/10
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ASML vrijdag gesloten in de VS op $32.11
In euro's 24.88
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ESOXX34
[Offline]
19:34 24/7/10
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