| To: robert b furman who wrote (1917) | 2/15/2011 12:19:45 AM | | From: etchmeister | | | | Apple reportedly to hand processor orders to TSMC
(my 2 cents - apple could pick up Global Foundries but as far as I understand they are not for sale and apple would run into similar problems with its i phone because QCOM is one of GF's top 28nm customers as far as I understand - it can be tricky not owning a fab - again stick with the ones that actually provide the tools to implement the technology - when two fight each other the third party has a good laugh)
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Nancy Cheng, Taipei; Willie Teng, DIGITIMES [Tuesday 15 February 2011]
Apple is reportedly looking to outsource the production of its A4 processor as well as the next-generation ARM Cortex-A9-based A5 processor to Taiwan Semiconductor Manufacturing Company (TSMC), according to industry sources. The Apple A4 processor is currently exclusively produced by Samsung Electronics, and the previous S5PC100 used in the iPhone 3GS was also developed and manufactured by the Korean company.
TSMC declined to comment on the report.
With Samsung now competing directly with Apple with its own smartphones and tablet PC, Apple is reportedly concerned about leakage of its processor technology to a major rival in the end-use market.
In fact, Apple already began handling some A4 orders to TSMC in 2010 when Samsung's capacity was unable to fulfill strong demand of Apple devices, the sources said, adding that the move at the time was perhaps to test TSMC's capability.
According to Digitimes Research, the iPad 2 will support an enhanced version of the A4 and the A5 will power the iPhone 5. TSMC will initially produce the improved A4, and could likely become the exclusive manufacturer of the A5.
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| To: etchmeister who wrote (1919) | 2/15/2011 1:17:41 AM | | From: etchmeister | | | | again stick with the ones that actually provide the tools to implement the technology - when two fight each other the third party has a good laugh)
I think that's a surprisingly simple concept -
short sellers seem to focus on certain stocks within the semi equip0 group rather target the group itself but than back off.
VSEA was for several days under pressure relative to peers and IMHO they stopped out position with rediculus low volume - and than suddenly the stock moves (up) on high volume.
Tracking LRCX, NVLS and VSEA Varian seems to show the highest volume while moving up.
There are others beside LRCX, NVLS and VSEA but they all have in common that they provide enabling technology to their customers - finally the barrier of entrance appears to "pay off"
Morgan Stanley: Here’s the Best Ways to Play Tablets
By Matt Phillips
Reuters
Morgan Stanley analysts are out with a monster of a note on the dawn of the tablet computer era:
Like smartphones over the past two years, tablet growth is likely to surprise to the upside, in our view, pulling with it market leaders and challenging legacy technology. Importantly, while some tablets will eat into other markets, like PCs, e-readers, and gaming handhelds, more than half of prospective tablet buyers in the US and more than one-third globally view a tablet as an additive device—a bullish signal for the broader technology market. We view Apple and Samsung Electronics as the most likely near-term tablet market leaders in both our base- and bull-case scenarios.
Other stocks closely tied to the tablet revolution? ARM Holdings, Broadcom and SanDisk. Companies that could suffer from the tablet tide include AMD and Dell — due to their exposure to traditional PCs — and companies tied to printers such as Lexmark and Ricoh. |
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| To: Duker who wrote (4) | 2/16/2011 7:40:39 PM | | From: etchmeister | | | | Message #4 from Duker at 3/25/1999 6:00:00 AM
Can Varian make it as a 'one-trick pony' in the ion-implant equipment business?
Semiconductor Business News, © 1999, CMP Media Inc.
March 15, 1999
By Will Wade
Hutcheson says. "Eventually," he adds, "the division looks like an anorexic patient slumped over." The new Varian chip gear maker definitely is a 'one-trick pony,' but for now Aurelio wants to keep it that way. He has no problem in putting all of his eggs into the implant basket, adding that lithography is another market where an equipment maker can successfully be a one-product company. |
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| From: etchmeister | 3/16/2011 11:00:34 PM | | | | | | Varian has some very good technology that improves the efficiency in $ and cent when it comes to solar.
There are clear and predictable advantages compared to diffusion (batch processing).
They received funding because they believe they can further improve efficiency.
Currently implants are done by batch systems (diffusion furnace) but I expect the solar industry will move to single wafer processing just like the semiconductor industry did.
The only competitor in single wafer processing is ACLS - AMAT exited the business several years ago.
Ion implant should be a key driver to boost efficiencies - the platform provides very high wafer throughput.
TSMC preps solar, LED lines
Mark LaPedus
2/15/2011 2:05 PM EST
SAN JOSE, Calif. - Preparing for the launch of its solar and LED products, Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is mulling plans to form subsidiaries in the arena.
TSMC has also approved an additional capital injection of $5 million into TSMC Solar North America. The board also approved capital appropriations of $2.9 billion for capacity expansion and fab construction.
“As part of TSMC’s strategic planning, the board of directors is also considering the formation of two wholly-owned subsidiaries for solar and LED businesses,” said Lora Ho, senior vice president and chief financial officer for TSMC, in a statement.
As reported, TSMC took separate steps into the solar and LED fronts in 2009. TSMC will sell these products under its own brand name-which is a big departure from its foundry strategy.
TSMC has made strategic investments and formed partnerships with thin-film solar vendor Stion Corp. and crystalline silicon PV manufacturer Motech Industries.
Beginning in 2011, TSMC Solar will sell crystalline silicon PV modules in Germany and other key European markets. These modules will be designed and manufactured in Germany for TSMC Solar by Centrosolar Group AG.
''TSMC Solar will serve the global solar market with CIGS thin-film modules manufactured in its own facilities, with production capacity reaching 1 GW (gigawatts) in the next 3-5 years. Construction began on the first production facility on September 16, 2010 in Taichung, Taiwan as the TSMC Solar Thin-Film R&D Center and fab broke ground,'' according to TSMC.
''TSMC plans to invest $258 million for the first phase of the facility which is scheduled to enter commercial production in Q1 2012 and reach volume production of 200MW (megawatts) per year in thin-film photovoltaic modules by the end of 2012. A second phase is planned for the 5.2 hectare site, which will expand production to over 700MW,'' according to the firm.
On the LED side, ''TSMC will serve its global customers with LEDs produced in its own fab. TSMC's LED fab is located in the Hsinchu Science Park, Taiwan. The company has invested $80 million to complete the facility's first phase and moved in the first equipment in during September 2010. Commercial production is expected to commence in the second half of 2011,'' according to TSMC. |
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| To: etchmeister who wrote (1923) | 4/8/2011 1:09:17 AM | | From: etchmeister | | | | Over the next five years, Abate estimates, the world will spend $20 billion to install 75,000 megawatts of solar panels.
A power plant is usually on the order of 1200 MW consisting of several modules - each 400MW -
that's about 53 commercial plants
How many Implanters would be required to reach 75 000 MW? - though I did not have solar in mind at all this could turn out into one of the most "pure play" solar players - VSEA adds value because they have a knob to turn up efficiency - consequently they will sell a shitload of Solion implanters. |
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| From: etchmeister | 5/4/2011 11:04:01 AM | | | | | | My second ETEC -
great company - Implant is THE key for improving solar efficiency.
And how secret they kept it - AMAT is hardly down - what the heck TEL should buy NVLS - those nutcase are plumb stupid trashing the stock |
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| To: robert b furman who wrote (1921) | 5/4/2011 11:35:15 AM | | From: etchmeister | | | | Goldman had probably insider knowledge - they should investigate - they made a killing.
This timing stinks - that was insider info leaked out!
GS told couple months ago to buy options
Varian Semiconductor calls buck slump
optionmonster
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VSEA 61.30 +20.75
Chart for Varian Semiconductor Equipment
{"s" : "vsea","k" : "a00,a50,b00,b60,c10,g00,h00,l10,p20,t10,v00","o" : "","j" : ""}
Mike Yamamoto (mike.yamamoto@optionmonster.com), On Thursday April 14, 2011, 3:08 am EDT
Traders are looking for a sharp rise in Varian Semiconductor Equipment despite the recent slump in the chip sector .
optionMONSTER's Heat Seeker system shows that 3,126 May 55 calls traded against open interest of just 372 at the strike, so these were new opening positions. The options changed hands with a strong buying bias, going for prices between $0.20 and $0.40.
The activity dwarfed VSEA's average total volume of 500 per day. Its calls outnumbered puts at all strikes by 7 to 1.
VSEA fell 0.68 percent yesterday to close at $43.87, continuing its steep decline since trading over $49 just one week ago. Shares of the chip-making equipment company had been climbing steadily from its 52-week low of $24.40 at the end of August last year but began a roller-coast ride after peaking over $50 on Feb. 18.
Earlier this week Barclays repeated that Varian is one of its " top picks " in a research note that cited strength in flash memory and increased capital spending by Intel and other chip makers. The bank maintains an "overweight" rating on the stock.
Traders may also expect VSEA to bounce off support around the $41 level, which it has done twice this year. The company is scheduled to release its next earnings report after the market closes on April 28.
For the calls bought yesterday to turn a profit, Varian's stock needs to gain at least 26 percent in the next month before the contracts expire.s |
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| To: etchmeister who wrote (1926) | 5/4/2011 11:40:59 AM | | From: robert b furman | | | | It ought to be illegal !
In fact it is ,but no one follows up.
The SEC = government waste!!
Bob
I guess your take on ion beam enhancing solar productivity makes a perfect marriage for Amat and Vsea? |
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| From: etchmeister | 5/5/2011 10:51:56 PM | | | | | | The end
ride the snake ... the snake is long...seven miles...Weird scenes inside the gold mine ...
The west is the best
The west is the best
Get here, and we'll do the rest
in case you followed this board than there should be no surprise; post by post it (accurately) described Varian's progress - $63 is OK - not great.
youtube.com |
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