System-On-a-Chip, Semiconductor Foundries, Contract Manufacturing, Communications Semiconductors, and Two Company Profiles Discussed in the August Issue Of INFRASTRUCTURE
12:23 p.m. Aug 18, 1998 Eastern
DALLAS--(BUSINESS WIRE)--Aug. 18, 1998--INFRASTRUCTURE, the independent research and analyst group which provides expert information on the semiconductor, FPD and related industries, is pleased to announce that its August issue of the popular newsletter once again includes several topical discussions and featured articles that target growth areas and opportunities in the industry.
In the August issue, Ron Leckie, INFRASTRUCTURE's CEO, discusses the topic of System-On-a-Chip (SOC). Leckie describes the test challenges of SOCs and identifies some of the approaches being taken by companies like Hewlett Packard (NYSE:HWP); LTX Corp. (Nasdaq:LTXX); Schlumberger (NYSE:SLB); and Teradyne (NYSE:TER). He observes, "These traditional test equipment companies are only taking traditional approaches to the problems." He added, "What the industry needs is some innovative, breakthrough thinking to address how test suites can be made as modular, portable and re-usable as the design cores for SOCs." Solutions to this may come not only from public CAE companies like Cadence Design Systems (NYSE:CDN) and Mentor Graphics (Nasdaq:MENT), but also from some very interesting private companies like LogicVision and Opmaxx.
In a profile on Qwest Communications (Nasdaq:QWST), Carl Johnson, INFRASTRUCTURE's President, reviews the impact of fiber communications. In commenting on Qwest, Carl Johnson said, "The fiber era is building a tremendous amount of momentum and positioning assets in the leading players should earn investors handsome returns." He added, "Qwest is interesting, because they appear to be ahead of the competition in the construction of their network."
In a third article on battery technology, a guest writer profiles Valence Technology (Nasdaq:VLNC). Johnson commented, "Lithium battery technology like theirs is ideally suited for laptop computer and other portable electronic devices. However, there are significant challenges in commercialization of the technology."
In one article, Ron Leckie reviews the semiconductor foundry business with discussions on companies such as Amkor Electronics (Nasdaq:AMKR); Taiwan Semiconductor Manufacturing Company / a.k.a. TSMC (NYSE:TSM); and UMC Group. In another article, he reviews the companies in the contract manufacturing or EMS sector such as ADFlex Solutions (Nasdaq:AFLX); Benchmark Electronics (NYSE:BHE); Flextronics (Nasdaq:FLEXF); Hadco (Nasdaq:HDCO); Jabil Circuit (NYSE:JBL); Sanmina (Nasdaq:SANM); SCI Systems (NYSE:SCI); and Solectron (NYSE:SLR). Leckie commented, "In both of these sectors, it is important to identify the companies that continue to do well due to having the right combination of market positioning and leading-edge technology."
Another article in this month's publication takes a look at the semiconductor companies that supply chips to the networking and communications industries. These include Applied Micro Circuits Corp. (Nasdaq:AMCC); Broadcom (Nasdaq:BRCM); Galileo Technology (Nasdaq:GALTF); MMC Networks (Nasdaq:MMCN); PMC-Sierra (Nasdaq:PMCS); TranSwitch (Nasdaq:TXCC); and Vitesse (Nasdaq:VTSS). Carl Johnson commented, "This sector is hot, and we are seeing a significant increase in development partnerships between the large infrastructure providers like Cisco (Nasdaq:CSCO) and Lucent (NYSE:LU) and many of these specialty chipmakers." About INFRASTRUCTURE
INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation. INFRASTRUCTURE publishes the monthly newsletter, "INFRASTRUCTURE," and industry-acclaimed "Daily Notes" and is the recognized leader in bringing investment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display and related industries.
The "INFRASTRUCTURE" publications are available upon signing up for an annual or month-to-month subscription. Electronic subscriptions cost $375 per annum or $35 per month and include industry acclaimed "Daily Notes" and access to back issues of "INFRASTRUCTURE," "Daily Notes" and Baseline Financial reports, all available at the INFRASTRUCTURE Web site. Paper subscriptions cost $45 month-to-month or $475 annually and include "Daily Notes," Baseline Financial reports and back issue access only if subscribers have access to the World Wide Web.
To subscribe, call 972/492-7208 or send an e-mail request for the INFRASTRUCTURE backgrounder and subscription form to: info@infras.com.
INFRASTRUCTURE provides consulting services and training on the semiconductor and semiconductor capital equipment industries and collaborates with VLSI Research Inc., adding analysis to "Industry Pulse," a continuously updated monthly "Data Packet" containing a quantitative review of the semiconductor industry. This monthly report includes VLSI Research, Inc's replacement index for the obsolete Semiconductor Book-to-Bill report.
Notes to Editors: "DataPacket" is a registered trademark of VLSI Research, Inc. All publications herein are bound by copyright and trademarks apply.
Copyright 1998, Business Wire
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