Full-time Stringer, San Francisco Bureau -- covering semiconductors
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May 7, 2010

AMD chips to be in many more computers this summer-sources

SAN FRANCISCO (Reuters) – Advanced Micro Devices Inc may make some of its largest inroads into the fast-growing laptop computer market thanks to a new generation of power-efficient chips to be unveiled next week.

People familiar with the matter who work for AMD said the company’s latest microprocessors are expected to be included in 109 mainstream laptop models in the coming months, the company’s best showing during the crucial back-to-school sales season. Last year, AMD’s chips were available in 40 laptop models.

May 5, 2010
via MediaFile

Seagate hopes to broaden reach with new hard drives

Have you ever looked at your hard drive and said “I wish it could do more”? Seagate thinks it has the answer. With its new “GoFlex” external hard drives for consumers, Seagate said it is hoping to expand appeal by simplifying how their products connnect to computers. Housed externally, rather than inside of a laptop computer, Seagate said the new drives will feature attachments to connect to the internet and a television. Each attachment will be sold separately, but the idea is not unlike the strategy offered by Apple for its iPhones, iPads and iPods that connect to various different docks to connect to stereo systems, GPS devices and car stereos. Seagate said it hopes the GoFlex connectors will catch on enough that other companies will want to design their own types of attachments for various uses, such as connecting directly into a computer instead of through a cord. Whether this will catch on or will be seen as a mere gimmick is yet to be seen, but Seagate says it’s been working on the product for the past year and hopes it will find mass appeal.

Have you ever looked at your hard drive and said “I wish it could do more”?

Seagate thinks it has the answer.

With its new “GoFlex” external hard drives for consumers, Seagate said it is hoping to expand appeal by simplifying how their products connnect to computers.

Apr 30, 2010

U.S. chip shares sink as Samsung stokes glut fear

SAN FRANCISCO, April 30 (Reuters) – Shares in U.S. chip
makers slid on Friday after Samsung Electronics Co Ltd
<005930.KS> said it will “substantially increase” capital
spending in 2010, stoking fears about excess semiconductor

The world’s largest maker of memory chips and flatscreen
TVs also warned that the low-end DRAM memory chip market may go
into oversupply by the year’s end. Local newspaper Korea
Economic Daily cited chip gear suppliers as saying Samsung was
preparing to invest as much as $17.3 billion to increase
semiconductor capacity in the period leading up to 2011.

Apr 29, 2010

U.S. chip gearmaker KLA-Tencor beats Street

SAN FRANCISCO, April 29 (Reuters) -Chip equipment maker
KLA-Tencor Corp <KLAC.O> reported better-than-expected results
on improved demand from manufacturing customers for newer
technologies, sending shares up 2 percent on Thursday.

Along with Varian Semiconductor [ID:nSGE63S0NJ], which saw
its revenue triple, the results show the industry’s willingness
to increase production capacity as demand for computers,
smartphones and storage drives picks up.

Apr 28, 2010

Chipmaker LSI beats Street, sees strong second half

SAN FRANCISCO, April 28 (Reuters) – LSI Corp <LSI.N>
reported better-than-expected results as demand increased among
its business customers, a course the company expects to
continue throughout the rest of the year.

The company, whose chips are used in hard drives and
networking hardware, said on Wednesday that it expects roughly
seasonable growth in the second quarter as it works to grow
past pre-recession levels.

Apr 21, 2010

Qualcomm beats Street but outlook is weak, shares fall

SAN FRANCISCO (Reuters) – Qualcomm Inc <QCOM.O> issued lower-than-expected revenue forecasts as cellphone chip prices stayed weak, sending its shares down more than 7 percent.

The forecasts for the current quarter and full year disappointed investors who had hoped that economic recovery in the United States and Europe would stabilize prices for Qualcomm’s chips and shore up royalties on patents.

Apr 21, 2010

Seagate beats Street view, shares jump

SAN FRANCISCO (Reuters) – Seagate Technology <STX.O> plans to add manufacturing capacity to handle increasing demand in the second half of the year and 2011, hoping to ride a recovery in corporate information technology spending.

Seagate, which on Tuesday reported a better-than-expected third-quarter profit after it shipped a record 50.3 million disk drives, said market demand is the highest it has ever been as consumers and companies continue to snap up disk drives to store movies, music and photos.

Apr 19, 2010
via MediaFile

Of cloaks, daggers and iPhones


Death, taxes and a new iPhone every summer — these are things the tech world can be certain of.

For the past three years, we have been forced to wait impatiently for Steve Jobs to pull the latest redesign of the company’s smartphone from his jeans pocket.

Apr 19, 2010
via MediaFile

UPDATED: Seagate switches call to avoid Apple steamroll


Technology companies know better than to release a new product on the same day as Apple, a master at the art of dominating the news cycle.

Apparently, the same rule holds true for quarterly earnings reports as well.

With just a day to go until it’s slated to hold an earnings conference call with analysts, hard drive maker Seagate Technology is scrambling to get out of Apple’s way.

Apr 16, 2010
via MediaFile

Google shares slide amid Schmidt speculation

SAN FRANCISCO (Reuters) – Google Inc shares fell more than 7 percent on Friday after its quarterly results came in short of expectations, leading some analysts to cut price targets on concerns about growth.

Some investors also disliked Google’s decision that Chief Executive Eric Schmidt would no longer participate in earnings conference calls, even though a number of prominent chief executives, including Apple Inc’s, IBM Corp’s and Microsoft Corp’s_, are often absent from such calls.

    • About Ian

      "A San Francisco native, I've always had an interest in computers and electronics. I guess it makes sense that I'd eventually find myself covering semiconductors as a full-time stringer for Reuters. It's always been my dream to work for a wire service, and I'm excited to be a part of this fantastic company."
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