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To: Richard Wang who wrote (428)11/8/1999 5:55:00 PM
From: tech101  Read Replies (1) | Respond to of 1056
 
Atmel, Silicon Wave push Bluetooth integration

By Stephan Ohr and David Lammers
EE Times
(11/08/99, 4:04 p.m. EDT)

SAN JOSE, Calif. Atmel Corp. and Silicon Wave Inc. (San Diego) have joined the growing number of companies rolling silicon for Bluetooth. Atmel is rolling out a multichip module this week that supports the short-range wireless standard, while Silicon Wave will announce what it calls the first silicon for a single-chip Bluetooth radio device.

Atmel's Bluetooth MCM includes a controller, flash memory, RF transceiver and an integrated antenna in a BGA package. Silicon Wave's device integrates a radio, modem and a full synthesizer with an on-chip voltage control oscillator (VCO). The 2.4-GHz transceiver uses a direct conversion architecture.

Bluetooth supports short-distance wireless data transfers between portable computers and cell phones. But advocates envision Bluetooth as the foundation for wireless networks in hotels, airports and convention centers and as being compatible with HomeRF, potentially opening up a high-volume market. Bluetooth's success, its advocates believe, will depend on very low-cost implementations. For its part, Atmel is determined to deliver a complete Bluetooth solution in high volume for less than $17, and Silicon Wave is projecting a $5 cost for its integrated part in a couple of years.

Dale Ford, director of Dataquest Inc.'s semiconductor applications markets, said, "Bluetooth is one area that I am truly excited about. There are 500 members of the Bluetooth consortium, and it is getting a critical mass of support in the industry. As people set up what we call PANs, or personal area networks, Bluetooth will quickly become widespread for connecting digital cellular phones with notebook computers to exchange e-mail, or connecting peripherals such as digital still and digital video cameras."

Rollout sked

David Hytha, vice president of marketing and sales at Silicon Wave, said his company's early devices and supporting software are being shipped in development systems to key customers, including Taiyo Yuden Co., Ltd. (Tokyo), TDK Systems Europe Ltd. and other Bluetooth module manufacturers. Wider sampling will begin in February, and full production is expected in May.

Silicon Wave uses a silicon-on-insulator (SOI) BiCMOS technology to integrate the RF and digital components, using an unnamed fab partner in Japan with SOI production capabilities. "We're using one of the 'Big Six' IC companies in Japan as our foundry, and we think we can get to very high volumes very quickly," Hytha said. "Wireless data transfers are going to happen everywhere, but one of the first applications for this device will be to create a wireless link from a PC to a cell phone, to send e-mail. GSM data is taking off in Europe right now."

In the next stage of application, wireless LANs using Bluetooth radio links will become widespread, in part to eliminate the costly wiring that accounts for more than half of the cost of an office or home network, Hytha said. By the end of 2001, Bluetooth modules are expected to sell for about $5 each.

While other companies have highly integrated designs in the works, Silicon Wave claims to be the first to have arrived at a single-chip solution. Silicon Wave has left it to each system integrator to decide whether to integrate the baseband control functions into a separate baseband controller, or perform that function on the host processor. Silicon Wave currently supports the ARM7 controller from ARM Ltd. and the H8 processor from Hitachi Ltd. for baseband control.

Well armed

Richard Bisset, Atmel's marketing director for Bluetooth products, said Atmel is one of the few manufacturers that possesses all of the intellectual property required to execute a Bluetooth design. Atmel's capability includes flash memory as well as RF and baseband, Bisset said.

Atmel will offer a Bluetooth reference design that includes software for the host controller interface (HCI) and Logical Link Control Adapter Protocol (L2CAP), Bisset said. The software stack, available to selected customers, will include Bluetooth-certified RF, link control and link management, he said.

The heart of the Bluetooth module design is the T2901 transceiver chip, developed by Atmel's Temic Semiconductor subsidiary. The transceiver is a modified DECT design, using a closed feedback loop to modulate a voltage-controlled oscillator, Bisset said. This not only puts tight control on frequency, but eliminates many of the off-chip filter components required for in-phase and quadrature modulation techniques. Laptop users report a receive sensitive better than -70 dBm using this design, Bisset said.

Initially, the part will be manufactured with bipolar technology, but Temic plans to utilize BiCMOS with SiGe transistors, according to Bisset. This would enable a single-chip Bluetooth solution with RF, controller and memory on one chip. Bisset is optimistic that this can be introduced in the early part of 2001, and that it can be manufactured and sold for about $5.

(Please refer to the early posts:

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To: Richard Wang who wrote (428)11/11/1999 3:57:00 PM
From: tech101  Read Replies (1) | Respond to of 1056
 
Chip stocks in rally mode

Merrill Lynch ups price target on 11 chip companies

By Janet Haney, CBS MarketWatch
Last Update: 2:29 PM ET Nov 11, 1999 Silicon Stocks
Hardware Report

SAN FRANCISCO (CBS.MW) -- Semiconductor stocks have been on a rampage most of the week, and the Philadelphia Semiconductor Index hit another new high Thursday, aided by positive comments from Merrill Lynch.



The Philadelphia Semiconductor Index (SOX: news, msgs), which tracks 16 chip manufacturers and chip-equipment makers, gained 1.5 percent to 650.39, easily holding above the 600 mark for the sixth straight day. The index has risen nearly 86 percent this year.

Analyst Joe Osha of Merrill Lynch raised his price target on 11 semiconductor companies Thursday. Among them were Texas Instruments (TXN: news, msgs), whose price outlook was upped to $125 from $110 a share, and Linear Technology (LLTC: news, msgs), which had its price target moved to $90 from $70.


Today on CBS MarketWatch
Nasaq rushes to record high
NEC in Net tie up with H-P, Oracle units
Mannesmann 9-month sales rise
The Gap tops Street targets
Japan's 18-trillion yen pump primer
More top stories...
CBS MarketWatch Columns
Updated:
11/11/99 10:09:10 AM ET




LSI Logic (LSI: news, msgs) shares jumped 3 3/8 to 64 1/8, a new 52-week high, on news of its new price objective of $73, up from $62.

"We continue to believe that we are at the beginning of a three- to five-year upturn in the semiconductor market," Osha wrote in a research note. "In this environment, semiconductor prices have much further to go."

He also upped his 2000 revenue-growth expectation on the chip industry to 21.5 percent from 18.6 percent, with an integrated-circuit sales projection of 22.7 percent.

Other names on Osha's list: Analog Devices (ADI: news, msgs), Broadcom (BRCM: news, msgs), PMC-Sierra (PMCS: news, msgs), Conexant (CNXT: news, msgs) and Vitesse Semiconductor (VTSS: news, msgs).

Meanwhile, Lattice Semiconductor (LSCC: news, msgs) gained 1 1/8 to 46 1/4, hitting a new high, after Robertson Stephens started coverage on the company with a "buy" rating, as well as a $70 price target.

Additionally, chip-equipment makers Applied Materials (AMAT: news, msgs), KLA-Tencor (KLAC: news, msgs), Teradyne (TER: news, msgs) and Novellus (NVLS: news, msgs) squashed their previous 52-week highs Thursday.



To: Richard Wang who wrote (428)11/17/1999 12:06:00 PM
From: tech101  Respond to of 1056
 
AMKR Receives/Awarded New Patent

by: Grim_Fandango69 11/17/1999 9:52 am EST
Msg: 10099 of 10101

Once again showing they are the leader in their industry...

US Patent #5,985,695
Granted to Amkor Technology, Inc. (Chandler, AZ) on Nov. 16, 1999

Method of making a molded flex circuit ball grid array

Abstract

A grid array assembly method uses a flex circuitry substrate and includes providing a series of conforming flex circuitry substrates, the flex circuitry substrates include bonding pads and metallization on a first surface and, holes or vias in the substrate which define a contact pad array on the opposite surface. The substrates are tested and acceptable, then mounted on a carrier strip with longitudinally aligned apertures. The carrier strip is typically a metal such as copper. The strip with mounted substrates is then passed to a station where an IC die is mounted on the substrate first surface, wire bonds are placed from the die to the bonding pads, and the assembly is encapsulated by auto-molding to form a package body.

Subsequently, interconnecting bumps are placed on the contact pads and the assembly is removed from the strip.



To: Richard Wang who wrote (428)11/17/1999 12:10:00 PM
From: tech101  Read Replies (1) | Respond to of 1056
 
Prudential Raised AMKR Target to 35 from 25

biocognizance.com

Maria Bartiromo, Before the Bell (NTAP, AMAT, AMKR, NVLS, VECO, ORCL, NKE, RBK)

From: Eva Blair
Date: 17 Nov 1999
Time: 06:39:28
Remote Name: 209.254.81.101

Comments
Maria Bartiromo, Before the Bell (NTAP, AMAT, AMKR, NVLS, VECO, ORCL, NKE, RBK)

Looking for nice day today, on the upside. Technology will likely take the spotlight, lead the market higher.

Various firms speaking positively about tech stocks.

NTAP Reported earnings better than expected yesterday. Virtually all analysts that cover the stock are positive today. Goldman Sachs and Prudential had positive comments, Prudential raised target price to $127 from $84. Also announced 2-for-1 split.

siliconinvestor.com

siliconinvestor.com

Prudential also raises target prices on 5 semi-conductor capital equipment names.

AMAT to $130 from $88

For Analysts' Views:

netcognizance.com

AMKR to $35 from $25

NVLS to $110 from $88

VECO to $60 from $45.

Says semi conductor capital equipment industry is in the mid to early stages of a huge capacity cycle. Comparable to what was seen in ?93 to ?96.

ORCL Lehman raises target price to $82 for next 12 months. Should see strength in stock today.

NKE, RBK Lehman Brothers talking about athletic footwear stocks. Starts coverage of NKE with a Buy, RBOK with an Outperform. Selloff of NKE is overdone, sees the stock bottoming in 3 months and shares go higher from there.

Last changed: November 17, 1999