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- Did Intel Misjudge Success of the Netbook?
- Robert Castellano submits: Intel INTC reported slashed revenues of about a billion dollars yesterday for Q4. Could it be that Intel misjudged the success of the Netbook and its Atom processor. Lets take a look at some figures. The Atom is processed with 45nm feature sizes on...
- External links 2009-01-08
- What?s Behind the Recent Move in Photronics Stock
- Robert Castellano submits: Photronics (Nasdaq: PLAB) has moved from 71 cents on March 25 to an interday high of $3.30 on May 28. In a May 21 upgrade by Merrill Lynch after Photronics reported its F2Q09: “Merrill notes that although interest expense is increasing...
- External links 2009-05-29
- Strategies for Gaining Share in Solar Market (Part II)
- Robert Castellano submits: On May 4 I wrote in Part I for Seeking Alpha how solar manufacturers can differentiate their products, particularly during the economic slowdown. I discussed increasing efficiency. For example, a local company contact me for details has developed a coating for amorphous and polycrystalline cells...
- External links 2009-05-10
- Intel Is Still Bogged Down by Atom Processor
- Robert Castellano submits: Intel’s INTC misjudgment of the low margins of the Atom in its netbook processor has hurt the company for the second successive quarter, according to the report “Netbook-Mobile Internet Device Convergence: Strategic Issues and Markets,” recently published by The Information Network. by Robert Castellano
- External links 2009-04-15
- Semiconductor Lithography Sector Continues to Outperform Semiconductor Equipment Market
- Robert Castellano submits: High-priced equipment enabled the semiconductor lithography sector to grow to 25% of entire front-end equipment processing market in 2008, according to the report “Sub-100nm Lithography: Market Analysis and Strategic Issues.” Lithography revenues dropped 25.1% in 2008, less than the 32.0% drop...
- External links 2009-03-26
- Semiconductor Equipment/Material Suppliers Must Consolidate to Grow
- Robert Castellano submits: Strategy 1: Consolidation There are about 40 metrology/inspection tool vendors that sold $4.6 billion in tools to the semiconductor market in 2007. by Robert Castellano
- External links 2009-03-24
- Which Is Worse: Buying Solar Panels from Eurasia or Oil from OPEC?
- Robert Castellano submits: Solar energy panel sales were up 48% to 5.6 Gigawatts (GW), but we need a stimulus package to create jobs in the U.S., according to a report Opportunities in The Solar Cell Market For Thin Film Technology, recently published by The Information Network. by Robert Castellano
- External links 2009-03-19
- ARM Processors Will Gain 55% of Netbook Market by 2012
- Robert Castellano submits: ARM ARMH processors, not Intel’s INTC Atom, will benefit from the current technology-economic cycle. by Robert Castellano
- External links 2009-03-10
- Is Intel Trying to Offload Low-End Unprofitable Product Manufacturing?
- Robert Castellano submits: On March 2, Intel (Nasdaq:INTC) and Taiwan Semiconductor Manufacturing Corp. TSM announced they had reached an agreement to collaborate on technology platform, IP infrastructure, and SoC Solutions for the Atom CPU cores. According to Intel’s release, “The collaboration is intended to expand Intel’s Atom SoCs availability...
- External links 2009-03-04
- Semiconductor Photomask Market: DNP and Photronics Catching Up to Toppan
- Robert Castellano submits: The semiconductor photomask market extended its losing streak by dropping 12% in 2008 after a 2% drop in 2007, according to the report: Mask Making, Inspection, and Repair: Market Analysis and Strategic Issues, recently published by The Information Network, a New Tripoli, PA-based market research company. ...
- External links 2009-03-04
- New Nano Material the Key to Cutting Solar Cell Prices
- Robert Castellano submits: With the slowdown in solar cell production, which we forecast back in late November, and despite the lower cost of polysilicon on the market, solar cell manufacturers are searching for ways to save money. Silicon is the largest contributor to the cost of wafer-based cells, accounting...
- External links 2009-02-05
- Hard Disk Drive Margins Shrinking in Battle with Flash
- Robert Castellano submits: Hard disk drive (HDD) manufacturers are reacting to the onslaught of flash memory (solid state drives – SSDs), most of which are sold below manufacturing costs, by slashing prices and shrinking gross margins. The netbook market, which we pointed out in a recent Seeking...
- External links 2009-02-02
- Just When Will the Semiconductor Equipment Market Turn Around?
- Robert Castellano submits: SEMI Semiconductor Equipment and Materials International reported last week that North America-based manufacturers of semiconductor equipment shipped about $391.9 worth of equipment in May 2009, about 1% more than April 2009, but 72% less than May 2008. The Semiconductor Equipment Association...
- External links 2009-06-29
Additional Resources
- Keynote Address at CMP Conference to be Given by The Information Network's Castellano
- NEW TRIPOLI, Pa.--BUSINESS WIRE--Jan. 11, 1999--Dr. Robert Castellano, President of The Information Network, the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries, has been invited to deliver the Keynote Address at the Fourth International CMP PLANARIZATION for ULSI Multilevel Interconnection Conference (CMP-MIC) to be held...
- Research articles 1999-01-11
- Keynote Address at CMP Conference to be Given by The Information Network's Castellano
- NEW TRIPOLI, Pa.--BUSINESS WIRE--Feb. 9, 1999--Dr. Robert Castellano, President of The Information Network, the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries, has been invited to deliver the Keynote Address at the Fourth International CMP PLANARIZATION for ULSI Multilevel Interconnection Conference (CMP-MIC) to be held...
- Research articles 1999-02-11
- Disconnects in the Semiconductor Industry
- Robert Castellano submits: There seems to be a misconception between semiconductor revenues and other business sectors of the industry, namely equipment, chemicals, and photomasks. In reality, all four components are loosely related at best. Semiconductor Revenues – Revenues are a comparative measure of performance that will determine...
- External links 2008-09-10
- C-COR Experts to Address Bandwidth Management and IP Basics in SCTE Cable-Tec Expo Workshops; Booth to Showcase Active, Integrated Demonstrations of C-COR's End-to-End Capabilities that Simplify the Transition to On Demand IP Networks
- STATE COLLEGE, Pa. -- C-COR Incorporated (Nasdaq:CCBL), a global provider of interoperable network solutions that simplify the transition to on-demand networks, today announced that Milan Karangutkar, Director of Product Management for C-COR Solutions, and Robert Castellano, Chief Technologist for C-COR Access and Transport, will be speaking at SCTE Cable-Tec Expo...
- Research articles 2005-06-13
- CMP Slurry Market to Double in 5 Years - Industry Trend or Event
- The market for chemical mechanical planarization CMP slurry will more than double in 2003, compared with 1998 levels, according to a new report by The Information Network, a market research firm in New Tripoli, Pa. The company didn't give dollar or volume figures. The data are in a report titled...
- Research articles 1999-04-19
- CMP Slurry Market To More Than Double In 2003 Says The Information Network
- NEW TRIPOLI, PA--BUSINESS WIRE--April 7, 1999--The CMP Chemical Mechanical Planarization slurry market will more than double in 2003 from 1998 levels, according to the report CMP Technology: Competition, Products, Markets, recently published by The Information Network, a New Tripoli, PA-based market research company. "The CMP market is outpacing the...
- Research articles 1999-04-07
- Photomask Market to Recover in 2000 Says the Information Network
- NEW TRIPOLI, Pa.--BUSINESS WIRE--Sept. 7, 1999-- The worldwide market for photomasks is poised for recovery in 2000, according to the report Mask Making, Inspection, and Repair: Market Analysis and Strategic Issues, recently published by The Information Network, a New Tripoli, PA-based market research company. "Industry consolidation is continuing...
- Research articles 1999-09-07
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