TriQuint Reports Best Quarterly Results Since March 2001 Powered By Hand CompoundSemi News StaffOctober 27, 2006...TriQuint Semiconductor Inc. reported the best quarterly operating results since 2001 with a doubled
net income and revenue increase of 37 percent compared to the same period of
2005. According to the company, the revenue increased for the sixth consecutive
quarter to $103.3 million. The company also cited
an increase of 168 percent in 3G product orders compared to the previous quarter,
and a 57 percent increase in revenue from handsets from the prior year. TriQuint
indicated it had 35 new handset design wins with 70 percent of them being PAM
or transmit module wins including: 5 EDGE phones, 8 WEDGE phones, and 12 GSM
phones.
Commenting on the results for the quarter ended September 30, 2006, Ralph Quinsey,
President and CEO, stated, “We set new revenue records in Q3 for both
our transmit modules and our power amplifier modules as TriQuint continues to
gain share with major handset manufacturers. Orders for 3G products were up
168% in Q3 over Q2. The broadband and base station products generated higher
than expected revenues in the quarter offset by lower revenues from our foundry
products. We saw stronger orders for military products and order softness for
broadband and base station products as compared to the previous quarter.”
TriQuint said it expects revenues for the fourth quarter of 2006 to increase
to $108 to $112 million. This would represent an revenue increase of about 4.5
to 8.5 percent. (Ref: Company
Quarterly Financial Results)
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October 27, 2006...Cree of Durham, North Carolina USA, reported that its new GaN HEMT WiMAX devices
are now utilized in Array Wireless’ new Powerlinear power amplifiers.
According to Cree their GaN HEMT WiMAX technology provides critical size and
energy benefits to help deliver a 25 percent smaller and twice as energy efficient
solution compared to competing systems. Partially as a result of these size
and efficiency characteristics, Cree pointed out that Array’s Powerlinear
amplifiers are used in blimps and aircraft that provide television broadcast
feeds of Sunday Night Football on NBC. Other targeted communications applications
for the new ultra-efficient, ultra-linear Powerlinear power amplifiers include
unmanned aerial vehicles, law enforcement, unmanned ground vehicles, WiMAX base
stations and secure mobile military communications.
According to Cree, the Powerlinear series is designed to work with the stringent
requirements of digital modulation formats, such as Coded Orthogonal Frequency
Division Multiplexing (COFDM). Cree says that Powerlinear power amplifiers can
operate in a variety of bands from UHF to C, and they are optimized for the
Nextel BAS (Broadcast Auxiliary Service) frequency relocation programs that
are underway. Cree
News Release Avago Technologies Introduces Gate Drive Optocouplers Boasting Highest CMR RatioOctober 27, 2006...Avago Technologies has introduced three new gate drive optocouplers. The new
optocouplers boast what Avago says is the industry’s highest common mode
rejection (CMR) ratio (40 kV/µs @VCM=1500V). The CMR is the maximum slew
rate of common mode voltage (VCM) which can be sustained while keeping the output
in the correct logic state. Avago indicated that its new optocoupler’s
high CMR guarantees the reliable transfer of drive information at very high
DC-link voltage and over fast switching operations. Avago says its new ACPL-3130,
ACPL-J313 and ACNW3130 gate drive optocouplers are ideal for applications such
as isolated IGBT/ MOSFET-gate drives for industrial inverters, switching power
supplies (SPS) and uninterruptible power supplies. The optocouplers deliver
a 2.5 A maximum peak output current, and they support an operating voltage range
of 15 to 30 volts for gate-controlled devices. Company
News Release
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MediaTek to Incorporate Skyworks' Edge Radio CompoundSemi News StaffOctober 25, 2006...Skyworks Solutions reported that MediaTek Inc. will utilize Skyworks’
Helios EDGE radio for several next-generation EDGE wireless communication platforms.
Skyworks, an analog and mixed signal component maker of Woburn, Massachusetts
USA, exited the baseband business earlier this month. However, the company said
that the agreement exemplifies the company’s ability to effectively partner
with a leading system solution provider. Skyworks contends that Helios EDGE
radio significantly reduces radio frequency (RF) board space. Skyworks also
says that it allows the inclusion of advanced multimedia features such as MP3
players, digital cameras, Web browsing, multimedia messaging services (MMSs)
and video processing. The company explained that because the design is based
upon a closed polar loop approach, Helios eliminates the need for additional
factory calibration. This gives OEMs simplified testing processes and ease with
high-volume manufacturing. Skyworks stated that to date, three of the world's
top five handset OEMs have adopted their Helios-based architectures for EDGE
cellular phones.
"Given MediaTek's large and expanding market footprint within Asia, we
are delighted that they have selected our Helios EDGE transceiver," said
Liam K. Griffin, senior vice president, sales and marketing for Skyworks. "With
several key design wins, Helios is more than meeting the challenging requirements
of next-generation EDGE handsets. We look forward to future collaborations with
MediaTek and others as we migrate to WEDGE and WiMAX applications."
Skyworks
Solutions News Release Mimix Broadband Introduces GaAs MMIC Driver AmplifierOctober 24, 2006...Mimix Broadband of Houston, Texas USA, has introduced a 5 to 14 GHz gallium
arsenide (GaAs) monolithic microwave integrated circuit (MMIC) driver amplifier.
According to the company, the device is packaged in an RoHS compliant QFN package
and is processed in a highly repeatable, 0.25 micron optical pseudomorphic high
electron mobility transistor (pHEMT) process. It includes on-chip diodes for
electrostatic discharge (ESD) protection. The CMM0511-QT, a three stage amplifier,
achieves 20 dB of gain and 11 dBm of P1dB. It is a self-biased packaged driver
amplifier using a single power supply. It is suitable a variety of C-, X- and
Ku band applications. According to the company, the driver amplifier eliminates
the need for a negative voltage supply and any external matching elements. It
comes in a 3 mm X 3 mm, plastic QFN package. Company
News Release Microsemi Corporation to Acquire PowerDsine Ltd. CompoundSemi News StaffOctober 24, 2006...Microsemi Corporation of Irvine, California USA, reports entering into a definitive
agreement to acquire PowerDsine Ltd. of Hod Hasharon, Isreal. Microsemi says
it plans to add PowerDsine’s Power over Ethernet (PoE) solutions to its
product offerings. Additionally Microsemi says the acquisition will enhance
its analog and mixed signal design capabilities. Under the terms of the reported
agreement, each PowerDsine shareholder will receive $8.25 per share in cash
and 0.1498 shares of Microsemi common stock for each share of PowerDsine common
stock. Based on closing stock prices on October 23, the total consideration
values PowerDsine at $11.00 per share, an 18.5% premium to PowerDsine's last
closing stock price, for a total consideration of $245 million on a fully-diluted
basis, or $168 million net of cash acquired. Microsemi said it expects the transaction
to be neutral or have only a slightly negative effect on the company’s
earnings per share.
Microsemi points out that the number of PoE enabled switch ports is estimated
to grow from approximately 28 million in 2005 to over 100 million by 2009. The
company explained that the growing demand for PoE capability has been driven
by a range of networked applications including: VoIP phones, WLAN access points
and remote security cameras that increasingly rely upon power delivered over
the network. Ethernet switch vendors look to PoE solutions from PowerDsine to
integrate this complex power management and communications capability into their
product offerings. Company
News Release Diodes Incorporated to Acquire APD Semiconductor CompoundSemi News StaffOctober 24, 2006...Diodes Incorporated, a manufacturer and supplier of discrete and analog semiconductors,
reported that it has signed an agreement to purchase the assets of APD Semiconductor,
a fabless discrete semiconductor company. According to Diodes Incorporated,
the purchase includes an approximately $8 million payment for patents, technology,
trademarks, and net working capital. Dr. Keh-Shew Lu, President and CEO of Diodes
Incorporated. "With APD's wafer technology and Diodes' world-class
packaging capabilities, we will be able to offer a far superior product to the
discrete semiconductor market in respect to both cost and performance."
APD, headquartered in Redwood City, California USA, is known for its Super
Barrier Rectifier technology, which uses MOS cellular design to replace conventional
Schottky or PN junction diodes. SBR technology reportedly uses a patented process
technique that allows its key parameters to be easily tuned to optimize any
customer applications. APD boasts that its technology can increase power, efficiency
and reliability in applications including: digital audio players, DC/DC converters,
AC/DC power supplies, LCD monitors, Power-over-Ethernet (POE), Power Factor
Correction (PFC) and TV/satellite set-top boxes. Diodes Incorporated noted that
it will utilize APD's breakthrough Low VF 300V SBR product line to offers a
more cost effective solution to break into the higher voltage markets to compete
against existing technologies like Silicon Carbide (SiC) and Gallium Arsenide
(GaAs) diodes. APD revenue is forecasted to be approximately $2.0 million for
2006, and the transaction is expected to be accretive to Diodes Incorporated
in 2007. Diodes
Incorporated News Release Veeco Reports Growth in All Major Markets CompoundSemi News StaffOctober 24, 2006...Veeco posted its third quarter financial results for the quarter ending September
30, 2006. Veeco reported a 12 percent year over year increase in revenues to
$112.4 million compared to the $100.1 million for the third quarter of 2005.
The company reported that their generally accepted accounting principal (GAAP)
net income for the quarter was $4.5 million up 181 percent from the same period
a year ago. The bookings were $114.8 million, a 36 percent year over year improvement
from $84.6 million reported in the third quarter of 2005. Edward H. Braun, Veeco's
Chairman and Chief Executive Officer, commented, "Veeco's third quarter
orders of $114.8 million, while at the low end of our quarterly guidance, were
up 36% over the third quarter of 2005, and included growth in all of Veeco's
major markets, notably up 99% in HB-LED/wireless, up 35% in data storage, and
up 26% in semiconductor, reflecting continued acceptance of new Veeco products."
"Data storage continues to be a 2006 year-over-year growth market
for Veeco, with revenue up 13% through the nine months. Industry requirements
for increased areal density and consumer electronic applications will drive
future investment in perpendicular head technology, transition to smaller femto
slider formats and conversion to larger wafer size. In addition, our revenue
from the high-brightness light emitting diode (HB-LED/wireless) market was up
34% for the first nine months of the year, as new consumer HB-LED applications
emerge. Year-to-date Veeco revenue increased 7% from 2005. Veeco continues to
introduce new Process Equipment and Metrology products across all of our end
markets,” Braun said.
Veeco said it expects revenues of between $120 and $124 million for the fourth
quarter of 2006. Mr. Braun commented, "Veeco remains aligned to important
technology changes in data storage, semiconductor, LED/wireless and scientific
research that will propel our growth. Our R&D efforts are bringing exciting
new technologies including Veeco's new physical vapor deposition (PVD) and atomic
layer deposition (ALD) equipment for the data storage market, next-generation
metal organic chemical vapor deposition (MOCVD) for the HB-LED growth opportunity,
and new metrology products in semiconductor, scientific research and life sciences."
(Ref: Company
Financial Results) Cree Reports Solid Revenues for Q1 Fiscal 2007, But Profits Down LIGHTimes StaffOctober 20, 2006...Cree reported revenues of $103.9 million for the first quarter of fiscal 2007,
ending September 24, 2006. Cree pointed out that the revenues represent a 1 percent
increase compared to the same period a year ago. Revenues came in the middle
of the previously announced expectations of $102 to $106 million. Profit declined about 39 percent to $13.29 million from $21.72 million for the same period a year ago.“Q1
was a solid quarter for Cree, as we delivered earnings at the high end of our
previously announced target range,” stated Chuck Swoboda, Cree chairman
and CEO. “While short-term market conditions remain challenging, we
continue to make outstanding progress towards our goal of enabling LEDs to become
a cost-effective, energy-saving alternative for lighting applications. The recently
introduced EZBright1000 LED power chip and the latest XLamp 7090 power LED have
established a new class of performance by dramatically increasing the light
output and efficiency provided by LEDs. Looking forward, we are on track with
our strategy to broaden our product lines into higher-value components for the
tremendous markets in lighting and power.” Content continues for LIGHTimes SecondPage members... Nanometrics Introduces Rapid Photo Luminescence Mapping System for Compound Semiconductors CompoundSemi News StaffOctober 19, 2006...Nanometrics of Milpitas, California USA, a supplier of metrology equipment
for the semiconductor and related industries, has reportedly introduced its
VerteX rapid photoluminescence (PL) mapping system for compound semiconductor
production control during manufacturing of optoelectronics including LEDs. According
to the company, the tool is the first automated tool that accurately predicts
the emission wavelength of green LEDs at the wafer level.
The company says that with conventional metrology, the exact emission wavelength
of a green LED can only be measured by an electrical test after a wafer is fully
processed. However, Nanometrics says that the VerteX is the only metrology tool
capable of forecasting diode performance before the wafer is fully processed.
This provides the data to the actively adjust process controls for optimal epitaxial
growth. The company says that VerteX’s superior control of laser excitation
conditions allows for accurate matching of PL data to electroluminescence (EL)
test information, resulting in faster run-to-run epitaxial layer growth feedback.
This enables the predictive metrics required for volume production of LEDs,
particularly green LEDs. The tool can be used to manufacture other optoelectronic
products including, blue diode lasers for high-definition DVD and Blu-ray optical
appliances. Company
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