AC #600 Integrated Circuit Engineering Collection Series 16

June 5, 1976   Description:

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

    ICE Collection - Project File 10085 - review of :

MICROELECTRONICS NEWSLETTER
June 5, 1976

AMERICAN MICROSYSTEMS
AMI (hopefully) will go back to handling custom circuit customers and attract those people that are interested in creative work of this type. While, at first glance, this might not appear to be as lucrative as standard products, ICE believes that, in the long run, having 1,000 custom circuits locked up in a sole-source proprietary situation is still more valuable. This backlog will provide AMI a better future than a hot 4K RAM product.

NITRON
Louay Sharif has had Nitron profitable since last December, although he still has a number of difficulties under the McDonnell-Douglas umbrella and is correctly allocating his resources.

INTEL 2102
Price bombing still plagues the semiconductor industry. There appears to be no change in the attitude of many with respect to market share. The Harvard Business School magic of "15% market share minimum" has pervaded the semiconductor community, without appropriate rules regarding the profitability of such a penetration.

SYNERTEK
Synertek has been amazingly successful in spite of a four-split ownership. It is rumored that some of the owners want to sell their shares, however. An ownership change with respect to Synertek should be expected.

GORDON NESS ELECTRONIC WATCH
ICE's pleased to receive the publicity on the electronic watch report which will cover $29.95 (retail) and down watches. A later report will cover $29.95 and up.

MONSANTO EXPANSION
We hear a lot of talk about skipping 4" diameter wafers and moving directly to 5". With the increasing utilization of silicon for solar cells, etc., Monsanto is probably pretty safe on a basic expansion program.

ROCKWELL/COLLINS
Rockwell/Collins are tremendously over-facilitated, even for their present fairly large business. It's also known that Rockwell has lost a great deal of money in the calculator business. The Collins facility is considerably larger than Rockwell's (180,000 sq. ft. vs about 40,000 sq. ft.).

© 1976 Copyright Integrated Circuit Engineering Corporation


Hoefler's Microelectronics News, June 5, 1976


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