chips

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No links today... just a bunch of random clips.

This post was updated at 11:16 a.m. PST with comments from a Friedman, Billings, Ramsey & Co. analyst.

Intel warned Wednesday that its fourth-quarter revenue will fall $2 billion short of its original forecast, due to PC makers curtailing chip orders.

The announcement comes less than two months after Intel warned on November 12 that its fourth-quarter performance would fall below its original forecast.

Revenue is now expected to be about $8.2 billion, down 23 percent over the same quarter in the previous year and down 20 percent sequentially.

On November 12, Intel said it expected revenue … Read more

Global sales of chips sank 9.8 percent in November, underscoring the impact the worldwide economic crisis is having on chipmakers, the Semiconductor Industry Association said Friday.

The San Jose, Calif.-based trade group said worldwide sales of semiconductors fell in November to $20.8 billion, a decline of 9.8 percent from November 2007 when sales were $23.1 billion.

Sales were down 7.2 percent from the $22.4 billion in October, according to the SIA.

Memory chips are putting the biggest damper on growth. Excluding memory, there was a slower year-on-year decline of 4.8 percent to $… Read more

As chip equipment goes, so goes the electronics industry and the rest of high tech.

It's a pretty simple equation. Electronics gadget makers get silicon from chipmakers, which get production gear from companies like Applied Materials and ASML. So when chip gear suppliers go south, you can bet the entire electronics industry (and the overall tech industry) is in a funk.

And it is. Appearing on CNBC Thursday morning, Peter Wennink, chief financial officer of Netherlands-based chip equipment maker ASML, said the "sudden drop in end demand for electronic products...is forcing our customers to announce severe cuts … Read more

I like parties. Maybe not so much hosting them, but going to them. At first, the reason for party-hosting-avoidance may seem obvious, as nobody enjoys the day after clean up, but there is more to it than that. I like going to parties to check out the spread.

I am always appreciative of the party treats as I table graze. With an endless assortment of snackable treats out there, the combinations can be truly overwhelming (deliciously overwhelming, that is). As I make my way past the obligatory crackers and occasional veggie, I keep my eye open for the one thing … Read more

Broadcom on Monday announced a chip integrating 802.11n Wi-Fi, Bluetooth, and FM radio into a single silicon die, a move designed to expand the range of features available in mid-range mobile-phone handsets.

The introduction of the BCM4329 was motivated in part by the increased popularity of Wi-Fi in mid-range "feature phones," Broadcom said. It added that this growth is due in turn to the integration of cameras, browsers, and audio capabilities into more handsets, which is driving a need for transferring data and media between handsets and other electronics such as TVs, PCs, printers, remote speakers, and … Read more

Advanced Micro Devices warned Thursday its fourth-quarter revenue will come in significantly lower than previously expected, due to weakness across all regions in all its businesses.

AMD shares were climbing back up in the morning, after having dipped to as low as $1.92 just after the markets opened.

The chipmaker said Thursday it expects to post revenue of $1.19 billion in the quarter ending December 27, excluding process technology license revenue. That's 25 percent below its third-quarter performance.

When the company reported its third-quarter revenue of $1.59 billion (excluding the process tech license revenue) in October, … Read more

Despite the fact that Apple has yet to produce an iPhone chip based on its own design, and that IBM doesn't design smartphone chips, the judge overseeing the Mark Papermaster noncompete case views the two companies as chip competitors.

Judge Kenneth Karas of the U.S. District Court for the Southern District of New York filed his opinion Monday (click here for PDF) on why former IBM executive Papermaster should not be allowed to join Apple as head of the iPhone and iPod hardware engineering team. Karas' decision to grant a preliminary injunction preventing Papermaster from working at Apple … Read more

Just a few months ago, Sid Agrawal, the chief operating officer of a 4-year-old semiconductor start-up in Santa Clara, Calif., was opining on the Silicon India site about the technology industry, noting that "green technology is the buzzword of the day" and bemoaning the challenge of "hiring good analog designers."

On Friday, however, Agrawal, 56, became one of three victims in a fatal workplace shooting that has saddened friends, colleagues, and family members, and left Silicon Valley employees--already shook up over constant reports of layoffs and bad economic news--feeling all the more uneasy.

"Silicon Valley … Read more