AC #600 Integrated Circuit Engineering Collection Series 16

October 16, 1976   Description:

    A series of 1976 reviews of  Don Hoefler's Microelectronics News

    ICE Collection - Project File 10085 - review of :

MICROELECTRONICS NEWSLETTER
October 16, 1976

AMS - INTERSIL MERGER
There seems to be quite a bit of nervousness on the part of the Intersil personnel as to what changes might occur after the merger. Overall, the profitability of Intersil should be increased substantially. Intersil has an excessive number of senior personnel. Personnel cuts will vary depending on the programs Ori Hoch intends to implement.

WEMA
Much of WEMA's confidence was due to the support they got from local industries. They have not developed to keep up with the highly technical people in Silicon Valley.

NATIONAL SEMICONDUCTOR
National Semiconductor continues to show signs of "troop" unrest and of production mistakes in watches and other products.

WORLDWIDE IC SHIPMENTS
Forecasts are beginning to shape up for 1977 with most companies feeling that this will be a good growth year for both integrated circuits and discretes.

SILICON MATERIALS
Most purchasers feel that the silicon material has not been extremely competitive, and probably will welcome an additional source. Trevor Law reports silicon consumption is still only 80% of its 1974 peak, which would imply higher yields and more careful use to avoid wastage.

MONOLITHIC MEMORIES
Hoefler had a scoop only for a few days. MM has reported sales and profits publically [sic]. This still doesn't save MM from increasing competition on PROM and microprocessor bit slices, and the product line needs updating. A surefire improvement in PROM reliability alone would do it.

HARRIS
Harris is riding along on the watch chip boom (including the type that flash suggestive messages), but for the long term needs to get established in CMOS microprocessors and RAM. The relationship with Intersil has been helpful, but needs pushing.

SEMI/NITRON SECOND SOURCING
Many cross-license deals these days are made only to bolster user confidence. The SEMI/GI cross-license had not produced significant second-source product, any more than the touted Rockwell/National agreement. These agreements are useless (even dangerous) to the user until actually implemented (or consummated, if you will).

© 1976 Copyright Integrated Circuit Engineering Corporation


Hoefler's Microelectronics News, October 16, 1976


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