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Klantnieuws in relatie tot Besi.

27 Posts, Pagina: 1 2 » | Laatste
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lijkt me wel een leuk draadje voor deze items,(Amkor, ASE, Gemalto, Greatek, Infineon, Skyworks, STATS ChipPAC, STMicroelectronics, Unisem and UTAC.)

Gemalto

As World Goes Digital, Gemalto Reaps Benefits

....To combat fraud and identify theft, Gemalto is developing new products such as bank cards that deliver a one-time personal identification number, or PIN, when prompted.

The company is also keeping an eye on the U.S. market, which is likely to eventually adopt chip-and-PIN en masse.

"The big prize is the U.S. as it would quadruple the market for chip and pin if they adopted it. It will be a defining development for our industry but no one can predict when it will happen," Piou said.

www.foxbusiness.com/markets/2010/10/0...

vandaar SAP-vac. Datacon?
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e.o.a workshop gegeven, the 2010 International Wafer Level Packaging Conference in Santa Clara

.....While Tuesday night’s kick-off by Peter Ramm, of the Fraunhofer EMFT in Munich drew a sizeable audience to hear what he had to say about the European 3D technology platform, as did Rozalia Beica’s closing talk on EMC3D progress in addressing TSV technology challenges, the rest of the 3D sessions seemed to have a lot of empty chairs. Meanwhile next door in the wafer level packaging (WLP) track they were whooping it up to a full house.

next door is het te doen geweest,

So while we seem to be in a wait-and-see holding pattern with 3D ICs, wafer level packaging and 3D WLP packaging technologies are taking off and providing some immediate solutions. TechSearch’s Jan Vardaman notes that WLP is pervasive throughout our industry and increasing over time. The star of the WLP show is fan-out WLP (FO WLP) and more specifically Infineon’s eWLB technology. Vardaman reports that STATS chipPAC has shipped 35M eWLB packages and more versions of FO WLP can be expected soon including from other manufactures driven by wireless applications. ASE has licensed eWLP; Nepes bought the RCP line from Freescale and is developing a 3D SiP solution; and Infineon is working to develop a PoP version in its next-generation eWLB

www.jobstreet.com.sg/jobs/2010/7/defa...
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ASE raises capex for 2011

Monday 17 January 2011]

Advanced Semiconductor Engineering (ASE) has internally raised its capex budget to US$900 million for 2011 from the US$700 million estimated originally, according to a Chinese-language Economic Daily News (EDN) report.

The capex revision came in view of brisk outsourcing demand from IDMs, rising orders from wafer fabs in China as well as growth in copper wirebonding orders, the paper indicated.

ASE's capex for 2011 will be mainly used to expand capacity at its plants in Taiwan and China, the paper said.

dat ze nog maar een paar bestelling plaatsen bij BESI voor dat geld (copper wirebonding )
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BAE Systems - Acquisition of Fairchild Imaging, Inc.

21 January 2011





BAE Systems has entered into a definitive agreement to acquire, for cash consideration of approximately $86 million, 91.3% of the outstanding equity of Fairchild Imaging, Inc. ("Fairchild"). Fairchild's outstanding equity is held primarily by entities affiliated with The Carlyle Group and by a number of current and former employees. BAE Systems already holds 8.7% of Fairchild's equity and will own the entire stock of Fairchild upon closing of the acquisition.



Fairchild is a provider of solid-state electronic imaging components, cameras, and systems for aerospace, industrial, medical, and scientific imaging applications. The Milpitas, California-based business generated revenue of $42.6 million in 2009 and employs approximately 150 people.



The acquisition will complement BAE Systems' established electro-optics and night vision capabilities within its U.S.-based Electronic Solutions sector.

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Chinese auto sales drive profits at chipmaker Infineon

Modern luxury cars are crammed with electronics and computer chips. Rising demand for vehicles in China has boosted profits at semiconductor producer Infineon as a result. Back orders are expected to last through summer...
...

"Increased need for semiconductors

Malte Schaumann, an analyst who watches Infineon for Hamburg-based MM Warburg & Co, said he's optimistic that demand for automotive semiconductors won't be lagging any time soon.

"The electronics systems which are now only available in high-end or upper-mid-range vehicle, will eventually be available in economy cars," he told Deutsche Welle. "In the long term what could be interesting is that if electric automobiles really become the standard - they'll need a much larger number of semiconductors."

Infineon ended its accounting year in September with a 20 percent operational margin – more than the 15 percent it had expected. Its rivals, including French-Italian firm STMicro, have announced similarly positive outlooks.

www.dw-world.de/dw/article/0,,14812491,00.html?maca=en-rss-en-bus-2091-rdf

dit is zeer goed nieuws,ook voor Besi over heel 2011,kan niet anders...
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Hynix says to invest $568 mln to expand plant

Feb 23 (Reuters) - Hynix Semiconductor (000660.KS), the world's No.2 memory chip maker, said on Wednesday it would spend 637 billion won ($567.7 million) by March to expand and upgrade its existing plant and conduct research and development.

The investment was aimed at coping with market demand and strengthening cost competitiveness, Hynix said in a regulatory filing.
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Infineon to expand manufacturing capacity in Malaysia

Thursday 31 March 2011]

Infineon Technologies has announced that it will invest US$160 million in 2011 to expand its production capacity, R&D and to upgrade its manufacturing facilities in Malacca, Malaysia. The investment will mainly increase the capacity to produce power semiconductors for energy efficiency applications.

"This investment is another step by Infineon to expand its presence in Asia and to integrate more tightly into local market structures," the company said.

Infineon employs nearly 7,000 employees in Malacca at present. The expansion project will create another 350 jobs at its factory site in the city in 2011, the company indicated.

Infineon revealed that in its fiscal 2010, the Asia region (including Japan) accounted for 42% of its total revenues.

Asia has developed into a key market for global semiconductor sales in recent years, Infineon said, adding that the company continuously expands its business within the region. In January, Infineon opened a new entity in Beijing, China, called Infineon Integrated Circuits (Beijing). In addition to sales and marketing, application R&D and central functions, the new entity houses a technical center for automotive solutions and an IGBT stacks manufacturing facility.

IGBTs (insulated gate bipolar transistors) are power semiconductors used for instance to drive electric motors in cars or high-speed trains and in renewable energy generation systems.

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quote:

boldie schreef:

oke dan, nou van mijn besi aandeeltjes blijven ze verlopig van af

goed besluit,dit word het Pareltje van 20011/2012
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Fairchild Semiconductor posts 93% Q1 profit growth
9:12 am

Fairchild Semiconductor's (NYSE:FCS) shares rallied in pre-market trading on Thursday after the company reported that first quarter profits nearly doubled as sales improved due to increased capacity.

www.proactiveinvestors.com/companies/...

dat is 1 (klant van)volgende please,
ps,mooie laatste regel
ruud71
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quote:

beeldscherm schreef op 14 april 2011 17:20:

Fairchild Semiconductor posts 93% Q1 profit growth
9:12 am

Fairchild Semiconductor's (NYSE:FCS) shares rallied in pre-market trading on Thursday after the company reported that first quarter profits nearly doubled as sales improved due to increased capacity.

www.proactiveinvestors.com/companies/...

dat is 1 (klant van)volgende please,
ps,mooie laatste regel
Met een beetje mazzel gaat dit bedrijf anderhalve dollar winst maken in 2011.
Afgezet tegen een koers van ruim 19 dollar, dan kan je toch beter beleggen in het aandeel Besi. Maar goed, we wisten al veel langer dat we nog een giga inhaalslag met dit aandeel voor de boeg hebben.
Brifay
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fantastische cijfers maar de koers....kwart procent lager. Tja. Hier zal wel het verhaal weer bijhoren dat ze niet positief genoeg zijn richting nabije toekomst.
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IC packager ASE steps up investment in China

Thursday 21 April 2011

Taiwan-based IC packaging and testing firm Advanced Semiconductor Engineering (ASE) has revealed plans to invest a total of US$1.2 billion on manufacturing facilities in Shanghai, China.

ASE will build a 180,000-square-meter plant as part of an effort to expand its operations in China, the company said. Located in Jinqiao, Pudong New Area, the new facility will target higher-end wirebonding and packaging services with volume production slated for the second half of 2011.

ASE also unveiled plans to set up its regional headquarters and R&D center in Zhangjiang, Shanghai. Construction of the 116,000-square-meter factory building will be divided into three phases, ASE said, adding that operations are scheduled to commence in 2012.

In November 2010, ASE announced investment worth US$60 million to expand capacity at its subsidiary ASE (Weihai) in Shandong Province, China. Earlier in the year, the company said it would spend a total of US$124 million on operation expansion in China, including construction of a new plant in the Pudong industrial district of Shanghai and additional production lines at its Kunshan, Jiangsu Province facility.

As for operations in Taiwan, ASE previously held a ground-breaking ceremony for a new factory (K12) located at its manufacturing site in Kaohsiung with completion scheduled for November 2011. The company also acquired a nearby factory building, which was formerly owned by PCB supplier Wus Printed Circuit
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ASE sees 7-9% growth in 2Q11 shipments; copper wire bonding sales rising

Monday 2 May 2011

Chip packager Advanced Semiconductor Engineering (ASE) expects shipments to increase 7-9% sequentially in the second quarter of 2011, with a higher gross margin, company CFO Joseph Tung said at a recent investors meeting.

Major providers of raw materials have confirmed there is no fear of shortages, Tung indicated. ASE believes 99% of its material demand will be delivered on schedule in the second quarter, Tung added.

Previous reports cited market watchers as saying ASE's second-quarter shipments would be affected by upstream material shortages stemming from Japan's recent earthquakes
In addition, ASE's gross margin will continue going up in the second quarter, driven by growing sales of its copper wire bonding services, according to Tung.

The copper segment accounted for 24% of ASE's total wire bonding revenues in the first quarter, up 6pp from 18% in the fourth quarter of 2010, Tung revealed. Sales generated from copper wire bonding are expected to reach US$220 million in the second quarter of 2011, rising by US$75 million on quarter, Tung said.

More clients have turned to copper wire in anticipation of a continued strength of the price of gold, Tung pointed out.

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SPIL turning focus to SiP packaging, IDM orders

Siliconware Precision Industries (SPIL) is stepping up the development of system-in-package (SiP) specifically for use in handsets, and has been more actively expanding its IDM client portfolio, company chairman Bough Lin said on June 22.

SPIL's handset-use SiP solutions have entered the design-win stage with one to two clients, with volume shipments set to start soon, Lin revealed. SiP is a compact packaging type that supports multiple chips for portable consumer electronics devices.

In addition, SPIL has turned its focus to outsourcing orders from IDMs, Lin indicated. Component suppliers for Apple's devices, for example, are usually IDM companies, Lin noted. Acknowledging increasing IDM outsourcing would create more business opportunities, SPIL is putting a heavier emphasis on IDM orders and relationships with IDM customers, according to Lin.

Lin admitted that SPIL's IDM client portfolio is less competitive compared to that of fellow companies.

SPIL used to depend on fabless IC firms for revenue growth, with orders placed by IC design companies accounting for as high as more than 80% of SPIL's total revenues.

In other news, SPIL plans to expand capacity at its Suzhou, China plant by 50% in 2011, Lin said. The company will install an additional 500 sets of copper wirebonders at the facility between the second half of the year and early 2012, Lin added.

SPIL's planned capex budget for 2011 of US$10 billion remains unchanged, according to Lin.

"The company will install an additional 500 sets of copper wirebonders at the facility between the second half of the year and early 2012, Lin added".

500 x $ = ??? wie
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