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To: E_K_S who wrote (25649)	8/22/2003 11:15:11 AM
From: E_K_S	Respond to of 25814

Chip plant use high and rising (http://news.com.com/2100-1006_3-5066549.html?tag=cd_mh) August 21, 2003, 6:25 AM PT Utilization of the world's chip factories rose above the key 85 percent level in the second quarter, in line with the sector's historical average, as it recovers from its worst-ever slump, said a survey on Thursday. In the three months to June, 85.9 percent of the capacity of chip factories was used, up from 82.8 percent in the first quarter, a global semiconductor industry association said. Capacity for all integrated circuits rose to 1.31 million silicon wafer starts per week from 1.25 million in the first quarter. Actual wafer starts, which reflect demand for chips, amounted to 1.12 million from 1.03 million in the first quarter. A wafer start refers to the lengthy process during which chip circuits are etched onto silicon wafers. The statistics were published by Semiconductor International Capacity Statistics (SICAS) group. The news came on the same day when several investment banks and brokers turned positive on the chip sector, which is climbing out of the worst slump in its 50-year history, on reports of accelerating sales and modest investments in new factories. According to Lehman Brothers analyst Ulrich Pelzer, a rate of more than 85 percent "is in line with the historical average since the first half of 1994, and a new high since the 2001 third-quarter trough." Utilization rates were at 64 percent in the third quarter of 2001. Rates above 90 percent are usually triggers for chipmakers to start building new factories. ======================================================== Another positive data point that we have turned the corner and are in the beginning of a new up semi-cycle. EKS

To: E_K_S who wrote (25649)	8/22/2003 11:25:37 AM
From: E_K_S	Respond to of 25814

LSI rolls ADSL equipment chip set By Robert Keenan (http://www.commsdesign.com/news/product_news/OEG20030820S0009) CommsDesign.com August 20, 2003 (9:36 a.m. EST) Latest Headlines Product News WAYNE, N.J. — LSI Logic is continuing to make a play at ADSL customer premise equipment designs with the release this week (Aug. 20) of a three-chip router solution that can mate up with an 802.11 WLAN card. The HomeBASE ADSL chipset consists of the AR901 network processor, AR8203 analog front-end (AFE), and AR229 USB/Fast Ethernet physical layer (PHY) chip. Developed around a 200 MHz ARM9 core, the AR901 processor integrates a DMT engine, hardware-based ATM segmentation and reassembly circuitry, a 10/100 Ethernet controller and a proprietary extreme bus bridge (EBB). The EBB can be configured for as PCI or PCMCIA for linking with 802.11 WLAN chip sets. The AR8203 AFE features 14-bit analog-to-digital converter and digital-to-analog converters as well as an integrated 5-V line driver. The AR229, on the other hand, integrates both Ethernet 10/100 and USB PHYs and mates up with the AR901 processor. The chip also sports an Auto-MDIX function which detects and corrects network cross-cabling issues. The new HomeBASE is available now for $21 in 10,000-unit quantities. A reference design is also available.