THE BIG IDEA

Changing business models and emerging technology/market segments that could impact your business

Rapid Rise of China’s Fabless Industry

As many as 300 fabless companies have sprung up across China.

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Picking a Partner in China’s ‘Dynamic’ Fabless Environment

Estimates on the number of fabless companies in China range from 100 to 600. Why the huge disparity?

EET ON THE QT

A lively roundup of what we've heard on the street and what it means for you

Could Cloud Clog Connections?

Redmond Digs Deep in Silicon

Nvidia-Icera Deal Boosts Fabless Stock

Intel Needs New Mobile Design for 22 nm

Moving Battery Technology from Lab to Fab

Group Aims to Be USB of Mobile Silicon

Nanotech Yields Thermoelectric Solar Systems

ASML Holds Out on 450 mm

TriQuint Drills for GaAs in Texas

Chengdu Fab Gets Second Life under TI

UMC Gets No Respect

Big Blue Cashing Out on Chips?

VC WATCH

Tracking the hottest industry startups and gauging their chances for success

GSA: Mix of More Dollars, Fewer Deals Favors Late-Stage Investments

Seven semiconductor startups collectively raised $191.7 million in March, the Global Semiconductor Alliance reports. That total, spread among a declining number of deals, suggests any return by VCs to the semiconductor market will largely be for late-stage investments rather than early-stage funding.

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French Startup Scratches the Surface with Organic Photodetectors

Isorg might sound like an Internet address, but the spinoff from France’s CEA-Liten research institute is actually developing “smart surfaces” based on printed organic photonic sensors.

MARKET DATA

Crunching the numbers and discerning trends on varied segments of the global electronics industry

New Products, Markets Build Demand for LCD, OLED Equipment

The surge in tablet products to compete with Apple’s iPad has boosted LCD demand. Combine that with a growing acceptance of LCDs and organic LED displays in auto, medical and other applications, and you have the recipe for a hot market. In turn, that market growth is reinvigorating demand for manufacturing equipment.

COMPANY TEARDOWN

We identify and dissect the up-and-comers, the established firms hitting their stride, and the companies in crisis

Focus on Chip Engineering Rewrites Huawei's Story

A team of engineers is heading up one of the more ambitious and controversial microprocessor designs in Silicon Valley. When announced sometime next year, the chip aims to be as fast and powerful as anything driving the world’s largest Internet routers.