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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (15986)	9/16/2005 10:50:00 AM
From: BWAC	Read Replies (2) \| Respond to of 25522

<Amid a sudden demand for “lagging” chips, leading silicon foundry vendors have reportedly raised their prices for wafers based on trailing-edge processes, according to analysts.> So in theory making those "lagging" chips have even less of a profit margin (if any). And "forcing" then to upgrade to newer processes which should result in higher semi-equip demand for leading edge equipment?

To: Proud_Infidel who wrote (15986)	9/16/2005 12:34:04 PM
From: etchmeister	Read Replies (3) \| Respond to of 25522

For example, display drivers for today’s handsets are not based on leading-edge processes, but rather mature high-voltage technologies, he said. That's kind of unusual that suddenly a very strong demand driver emerges for trailing edge (LCD boom); "cheap" flash making inroads into new application seems to be more typical. RE unit growth: System on a chip integrates various functions (chips) into one unit; I think TI's new cell phone on a chip is a good example - basically one IC replaces several other chips. Overall it's lower cost but it requires advanced technology; I believe SOC started to kick in at .13 micron level umc.com .18 micron and larger should be fully depreciated - as long as price exceeds variable cost it will contribute to bottomline; Is a $20 cell phone on the horizon? Published: August 8, 2005, 7:48 AM PDT By Dinesh C. Sharma Special to CNET News.com TrackBack Print E-mail TalkBack NEW DELHI, India--Texas Instruments has announced the availability of its single-chip technology for cell phone makers in emerging markets. The company that the product, made available Monday,combines functions such as memory, logic, power management, radio and network processes on a single chip. The chip has been developed using the company's 90-nanometer CMOS (complementary metal oxide semiconductor) manufacturing and digital radio-frequency processor technologies, the chipmaker said. Welcome, Google user! If this story isn't what you're searching for, try these other News.com search results for "TI cell phone on a chip": * The reinvention of Texas Instruments * TI raises second-quarter earnings target * Why $100 computers are on the way * Cell phone makers to adopt Internet calling * Picture this: A new breed of cameras More ... This integration of crucial electronics on a single chip will reduce the power requirements, the needed board area and silicon area of phones. All of that should help drive down costs of entry-level GSM (Global System for Mobile Communications) phones with GPRS (General Packet Radio Service) capability, Texas Instruments said. The chip was made available to Nokia at the beginning of the year and is now available to manufacturers in India and other emerging markets. "It will reduce (the) electronics bill of material for handset vendors by 30 percent," Tom Engibous, chairman of Texas Instruments, said here while addressing members of the Cellular Operators Association of India. With this, he said, there is the possibility of $20 cell phones on the horizon. "Our customers can use this technology to make ultra-low-cost handsets affordable in largely untapped consumer markets such as India, China, South America, Eastern Europe and other emerging markets." Emerging markets are a target of chipmakers, as well as handset makers. Qualcomm, for example, is also working on chips that combine several functions of CDMA (code division multiple access) cell phones and help handset makers reduce costs. India is among the fastest-growing cell phone markets in the world. The country expects to add more than 100 million new subscribers in the next two years, from the present base of 58 million. Industry leaders assert that although call charges in India are the cheapest in the world, high regulatory fees and the lack of cheaper entry-level phones are key factors affecting growth. Xbox in time for Xmas Merger mantra: Supersize me PDC 2005: Rallying point for Microsoft? Tiny satellites reinvent space race Gates on Google: What, me worry? Hacking's a snap in Legoland Previous Next Engibous said the bulk of the designing, development and testing for the new chipset took place at Texas Instruments' Bangalore development center, which has 1,200 engineers. The facility, one of the oldest foreign development centers in India, marked its 20th anniversary this month. The semiconductor maker also announced what it said are the first cell phones built in India--from concept to design to production--featuring Texas Instruments' TCS chipset family and a single-chip Bluetooth module. These phones have been developed by Indian companies BPL and Quasar. While BPL will target the local market, Quasar has developed the phone for Primus. The phones are expected to be available by year-end. TrackBack Print E-mail TalkBack Track this story's companies and topics Texas Instruments Inc Create alert Cellular phones Create alert Mobile/wireless Create alert Processors Create alert Asia Create alert Create your own e-mail alert > Related stories * India's renaissance: Move over, China June 27, 2005 * Court hands TI victory in Qualcomm suit June 9, 2005 * One chip to bind all cell phone functions May 4, 2005 Get this story's "Big Picture" > From News.com Extra * Texas Instruments profit jumps (Reuters) from Yahoo! News * Designing for the digital home: Q&A with Kun-shan Lin, VP, Texas Instruments, part two from DigiTimes * Intel Experiments With WiFi as GPS Substitute from OSNews Get more news around the Web with News.com Extra > Related quotes (delayed 20+ minutes) TXN 32.75 -0.31 (-0.94%) Texas Instruments Inc. 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