IDT faces tough rivals across the chip space, including Linear and Marvell.
The majority of the company's revenue comes from probe cards sold to manufacturers of DRAM. Any market share loss or slowdown in the DRAM market can have a large negative impact on the company.It is difficult for companies to maintain a technological lead, and FormFactor must do so in the
In the communications market, Infineon lacks the scale of larger rivals such as Texas Instruments TXN and STMicro STM. We think this leaves Infineon at a disadvantage when it comes to its attempts to win orders from the major handset makers.Despite Infineon's efforts to streamline production and
More than half of Intersil's chip sales come from two segments , consumer and computer , which have been hit particularly hard by the economic downturn . Intersil focuses on application - specific analog chips , which tend to have lower margins than general purpose analog chips . Intersil operates
Given the rapid pace of innovation and standardization occurring among optical component vendors, Opnext's technology leadership could dissipate.Many of Opnext's customers are in the midst of consolidation or restructuring, which could lead to order disruption.The optical component industry is
By acquiring Tundra Semiconductor and spinning off its NSE unit, IDT is undertaking a risky shift in the company's strategy.IDT competes in markets with relatively low barriers to entry. It faces strong competition from larger rivals in the markets it serves.IDT operates its own manufacturing
Growth of the PC industry has slowed from the heady rates of the 1990s. As a result, Intel's opportunities to expand may be limited.Intel must successfully maintain its technology lead in the processor market. Any missteps by the firm could cause market share loss to AMD.AMD's purchase of ATI in
Analog Devices ADI reported strong fiscal fourth-quarter earnings that were in line with the solid sequential results seen by its peers in the analog chip industry. Revenue was $572 million for the quarter, representing a 16% sequential increase, although sales still lagged year-ago levels by 13%.
We are raising our fair value estimate for Advanced Micro Devices AMD after Intel INTC agreed to pay the firm $1.25 billion in a legal settlement announced last week. In addition, AMD has been experiencing a rebound in business conditions since the cyclical downturn in the PC chip market bottomed
Digital chipmaker Cavium Networks CAVM announced that it has agreed to purchase MontaVista Software for $50 million, comprising $16 million in cash and the remainder in stock. The deal is expected to close in December. MontaVista provides embedded Linux software, which is used as the operating