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Dram Drag: Taiwan's Semi business to decline 3.9% in 2008

IMF reports the global semi industry will be up 1.3% in sales, but Taiwan will see a 3.9% decline in 2008 due to crashing DRAM prices.

TSMC: Large drop expected through rest of year

October consolidated sales at NT$29.5 billion (US$898.53 million), up 0.6% sequentially. However, the company expects fourth-quarter sales to see 23-25% decline due to an economic downturn.

Qimonda, Taiwan DRAM manufactureres face shakeout

DRAM shakeout looms. Qimonda headed towards 'insolvency' and Powerchip, ProMOS and others may not survive the storm, according to analysts.

CEO sees 'Seismic' consumer-spending dropoff...

So much for moderation in 'messaging.' Fewer electric gadgets = fewer semiconductors = lower ATE investment :-(

Advantest Introduces 266MHz T5782 Memory Test System for MCP/Flash Devices and Memory-embedded Microcontrollers

Best-in-class test speeds and enhanced functionality offer low-cost production solution

ATE stocks bumping near 52 week lows...TER lays off 185

ATE stocks take a beating and are all approaching--or are at--52 week lows. Teradyne takes a $10 million charge for laying off 185 employees. Not sure if this is the bottom, but it sure hurts!

A New Foundary - IBM offers 45nm, SOI

First AMD spins off fabs to create new foundary company, now IBM makes technology available. SOI at 45nm offers up to a 30 percent performance improvement or a 40 percent power reduction when compared to more conventional silicon technology.

Qualcomm leaps forward on list of largest semi suppliers. Qimonda down 12 positions.

Qualcomm Inc. used a 27 percent year-over-year growth rate to jump to ninth among the largest semiconductor suppliers through the first three quarters of 2008, while DRAM-supplier Qimonda dropped 12 positions from 18 to 30 overall, according to market research firm IC Insights Inc.

Multicore Is Bad News For Supercomputers

Interesting IEEE Spectrum article states that for certain applications, "after about 8 cores, there’s no improvement,” says James Peery, director of computation, computers, information, and mathematics at Sandia. “At 16 cores, it looks like 2."

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