BE Semiconductor Industries NL0012866412

Sectornieuws

1. [verwijderd] 28 april 2011 00:07

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   ASM INTERNATIONAL REPORT FIRST QUARTER 2011 OPERATING RESULTS
   
   ALMERE, THE NETHERLANDS, April 27, 2011 - ASM International N.V. (NASDAQ: ASMI and Euronext Amsterdam: ASM) reports today its first quarter 2011 operating results in accordance with US GAAP.
   
   
   
   Highlights:
   
   
   
   · Net sales for the first quarter 2011 were EUR 432 million, up 23% quarter-to-quarter and up 97% year on year. Excluding the acquired SEAS business, net sales decreased by 6% quarter-to -quarter. Net sales of our Front-end segment were up 17% quarter-to-quarter while comparable Back-end sales decreased by 15% mainly due to seasonality .
   
   
   
   · Result from operations decreased from EUR 103 million in Q4, 2010 to EUR 94 million in Q1 2011. The first quarter of 2010 showed a profit of EUR 45 million;
   ° The Front-end segment increased from an operating profit of EUR 12.5 million (including EUR 1.8 million restructuring charges) to an operating profit of EUR 18.7 million quarter-to-quarter. Q1 2010 showed an operating loss of EUR 5.0 million including EUR 3.6 million restructuring charges;
   ° The Back-end segment operating profit decreased from EUR 90.0 million to EUR 75.0 million quarter-to-quarter and includes a profit of EUR 11.5 million as a result of the acquisition of the former Siemens SEAS business. Compared to the first quarter of 2010, the operating profit increased by EUR 25.3 million.
   
   
   
   · First quarter 2011 net earnings were EUR 40 million compared to net earnings of EUR 25 million for the fourth quarter of 2010 and EUR 4 million for the first quarter of 2010. Excluding the revaluation of the conversion option, net earnings levelled at EUR 46 million in the fourth quarter 2010 and EUR 45 million in the first quarter 2011. As from Q2 2011 there will be no longer conversion option revaluation effects recognized through the income statement.
   
   
   
   · Book to bill in the first quarter was 1.0, both in the Front-end and the Back-end segment. Including the acquired backlog of the former SEAS business (EUR 101 million) the backlog increased from EUR 500 million at the end of the fourth quarter 2010, to EUR 579 million at the end of the first quarter 2011.
   
   
   
   Comment
   Commenting on the results, Chuck del Prado, President and Chief Executive Officer of ASM International, said, "The first quarter of 2011 showed again strong results in the Front-end operations where we are now also reporting a positive cash flow from operations. The Front-end order book remains healthy, reflecting continued strong demand for ALD. Our Back-end segment showed the seasonal sales development. We noted an increase in incoming orders particularly towards the end of the quarter. The acquired SEAS business has already contributed this quarter to the bottom line ".
   Outlook
   
   
   
   Based upon the current backlog and our current visibility:
   
   For our Front-end operations we expect a single digit growth in the second quarter of 2011 at constant FX-rates, compared to the first quarter of 2011. We expect lower bookings for Q2 than in Q1, 2011. Despite this we expect 2011 to become a strong growth year for our Front-end operations.
   We expect for our Back-end operations a solid quarter given our strong backlog, assuming limited end-market demand disruption caused by the Japan earthquake.
   About ASM International
   
   ASM International N.V., headquartered in Almere, the Netherlands, and its subsidiaries design and manufacture equipment and materials used to produce semiconductor devices. ASM International and its subsidiaries provide production solutions for wafer processing (Front-end segment) as well as assembly and packaging (Back-end segment) through facilities in the United States, Europe, Japan and Asia. ASM International's common stock trades on NASDAQ (symbol ASMI) and the Euronext Amsterdam Stock Exchange (symbol ASM). For more information, visit ASMI's website at www.asm.com.
2. boldie 28 april 2011 00:14

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   (Updates with guidance and executive comments.)
   By Shara Tibken
   Of DOW JONES NEWSWIRES
   NEW YORK -(Dow Jones)- Novellus Systems Inc.'s (NVLS) first-quarter profit more than doubled as sales surged, but the semiconductor tool maker projected weak second-quarter results due to worries about the impact of the Japan earthquake and macroeconomic factors.
   The earthquake, tsunami, and ensuing nuclear crisis in Japan have highlighted the global dominance held by many of that country's makers of electronic components, and raised concerns that disruptions to their production could cause shortages and price spikes for products such as memory chips and liquid crystal display panels.
   While many semiconductor-related companies--including Novellus--say they haven't yet been hurt by Japan, Novellus Chairman and Chief Executive Richard S. Hill on Wednesday said the impact on the industry will be more severe in the second quarter and potentially the third.
   "Japan is a vital organ in the electronics supply chain," Hill said during a conference call. "It's just difficult to believe damage at the scale that it's at won't have some ripple effect that we can't fully see."
   Shares, up 31% over the past 12 months through Wednesday's close, dropped 4.7% to $33.06 in after-hours trading.
   Hill said two primary customers have pushed out orders by at least a quarter, leading him to project a 10% to 25% sequential decline in second-quarter bookings. Shipments are seen flat to down 10% from the first quarter.
   In addition, Hill said second-quarter earnings should be 65 cents to 80 cents on revenue of $330 million to $372 million. Analysts polled by Thomson Reuters most recently projected earnings of $1 a share and revenue of $403 million. Gross margin should be 50%, plus or minus 1%.
   Hill said uncertainty about the U.S. government's budget woes and geopolitical events in the Middle East and other locations are also causing concerns in the tech industry. Still, he remains bullish about the full year and said end-market demand is "really good."
   Novellus, a maker of tools used in semiconductor manufacturing, saw sharp improvement in its financial results last year, which benefited from a rebound in demand for personal computers, cellphones and other tech gadgets. It is seen as one of the biggest beneficiaries from chip giant Intel Corp.'s (INTC) ramped-up capital spending.
   Chief Operating Officer Timothy Archer said personal computer demand remains strong, but tablet and smartphone forecasts "may have gotten ahead of where actual shipments ended up for actual devices." Nevertheless, he expects the mobile devices to remand a strong driver for the industry going forward.
   Novellus posted a profit of $96.4 million, or $1.04 a share, up from $41.3 million, or 43 cents a share, a year earlier. The year-earlier result included charges of 4 cents a share.
   Net sales jumped 50% to $413.2 million.
   The company had predicted per-share earnings of 95 cents to $1.10 on $395 million to $425 million in revenue.
   Gross margin widened to 50.4% from 48.5%.
   Bookings, a closely watched indicator of future business, edged up 1.1% from the fourth quarter. Shipments slid 9.8% sequentially.
   -By Shara Tibken, Dow Jones Newswires; 212-416-2189; shara.tibken@dowjones.com
   --Matt Jarzemsky contributed to this article.
   Click here to go to Dow Jones NewsPlus, a web front page of today's most important business and market news, analysis and commentary: www.djnewsplus.com/access/al?rnd=QbVs... You can use this link on the day this article is published and the following day.
   (END) Dow Jones Newswires
   April 27, 2011 17:53 ET (21:53 GMT)
   © 2011 Dow Jones & Company, Inc.
   
   AAND INTEL CORP
   US4581401001
   AAND NOVELLUS SYSTEMS
   US6700081010
3. [verwijderd] 28 april 2011 00:27

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   valt niet tegen, nu morgen vroeg onze eigen nummertjes nog bekijken;)
   
   welterusten.
   
   Gr.
   BS
4. [verwijderd] 28 april 2011 08:05

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   PRESS RELEASE
   Besi Q1-11 Revenue and Profit Exceed Expectations. Orders Increase 54% vs. Q4-10
   Duiven, the Netherlands, April 28, 2011 - BE Semiconductor Industries N.V. ("the Company" or "Besi") (NYSE Euronext: BESI; OTCQX: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, today announced its results for the first quarter ended March 31, 2011.
   Key Highlights
   • Q1-11 revenue € 91.1 million is 9% above prior guidance (€ 83.5 million) due to higher than anticipated die attach orders/shipments. Up 61% vs. Q1-10 and down 13% vs. Q4-10
   • 54% sequential order increase confirms improved order outlook after H2-10 slowdown due to increased demand for die attach systems in advanced applications (tablets, smart phones, automotive electronics)
   • Gross margin (40.0%) at high end of guidance (38.5-40.5%)
   • Net income of € 9.6 million in Q1-11 vs. net loss of € 2.6 million in Q1-10 due to increased revenue and successful execution of business strategy
   • Sequential net income down by € 9.8 million caused by absence of € 5.4 million tax credit and 13% sequential revenue reduction, but better than expectations
   (€ millions; except EPS)
   Q1-2011
   Q4-2010
   ?
   Q1-2010
   ?
   Revenue
   91.1
   104.4
   -12.7%
   56.6
   61.0%
   Operating income (loss)
   13.5
   17.4
   -22.4%
   (1.0)
   NM
   EBITDA
   16.3
   20.9
   -22.0%
   1.1
   NM
   Net income (loss)
   9.6
   19.4
   -50.5%
   (2.6)
   NM
   EPS (diluted)
   0.26
   0.50
   -48.0%
   (0.08)
   NM
   Orders
   88.3
   57.4
   53.8%
   97.3
   -9.2%
   Backlog
   73.7
   76.4
   -3.5%
   91.7
   -19.6%
   Cash flow (deficit) from ops.
   1.5
   19.0
   -92.1%
   (16.9)
   NM
   Cash
   65.5
   69.3
   -5.5%
   47.7
   37.3%
   Total Debt
   45.9
   46.4
   -1.1%
   46.8
   -1.9%
   Richard W. Blickman, President and Chief Executive Officer of Besi, commented: “We are pleased to report better than anticipated first quarter results. Q1-11 revenue and net income increased by € 34.5 million (61%) and € 12.2 million, respectively, as compared to the first quarter of 2010. As expected, this quarter’s revenue and operating profit were lower than Q4-10 but exceeded prior guidance due to higher than anticipated demand by Asian subcontractors for our assembly equipment, particularly leading edge flip chip, die bonding and die sorting systems. Q1-11 revenue and operating profit were negatively influenced to a minor degree (less than 5% of revenue) from production delays caused by a disruption to our Asian supply chain from the Japanese earthquake. We do not anticipate any material impact from the earthquake on our Q2-11 operating results.
   Our operating profit in Q1-11 exceeded expectations as we were able to maintain gross margins roughly equal to Q4-10 in spite of a 13% sequential revenue decrease while reducing our overhead costs. We also continued to make progress this quarter in our Asian production transfer, as measured by a significant quarterly sequential ramp of ES 2100 die bonding production in Malaysia.
   Besi’s 54% sequential order increase in Q1-11 confirms our improved order outlook after a temporary slowdown in the second half of 2010 as customers significantly increased spending for advanced assembly applications. Our broad portfolio of die attach and packaging systems for use in array connect and wafer level packaging applications has positioned us well to capitalize on opportunities currently resulting from increased demand for smart phones, tablets, personal productivity devices and automotive electronics. Based on current customer feedback and order trends, we see stable revenue and operating profits in Q2-11 as compared to Q1-11 and maintain a positive outlook for the remainder of the year .”
   28 April 2011 Page 2 of 7
   
5. [verwijderd] 28 april 2011 08:06

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   First Quarter Results of Operations
   Besi’s Q1-11 revenue of € 91.1 million increased by € 34.5 million (61.0%) as compared to Q1-10 primarily due to significantly higher sales of our portfolio of die attach systems partially offset by lower wire bonding revenue as a result of that unit’s business rationalization in Q2-10. Revenue in Q1-11 exceeded prior guidance (approximately € 83.5 million). On a sequential basis, revenue decreased by € 13.3 million (12.7%) as compared to Q4-10 primarily due to lower shipments of die bonding and flip chip die bonding systems.
   Orders for Q1-11 were € 88.3 million, an increase of € 30.9 million, or 53.8%, as compared to Q4-10. The quarterly sequential order increase was across the product portfolio, but primarily focused on increased demand by Asian subcontractors for die bonding and flip chip die bonding systems, and to a lesser extent, die sorting and molding systems. Q1-11 orders declined by 9.2% as compared to Q1-10 due to lower wire bonding and die bonding bookings. On a customer basis, the sequential order increase in the first quarter of 2011 reflected a € 24.4 million (108.9%) increase by subcontractors and a € 6.5 million (18.6%) increase by IDMs. Backlog at March 31, 2011, was € 73.7 million, a decrease of € 2.7 million, or 3.5%, as compared to December 31, 2010.
   Besi’s gross margin was 40.0% in Q1-11 as compared to 40.2% in Q4-10 as lower die attach gross margins were partially offset by a significant improvement in packaging gross margins. Q1-11 gross margins were at the high end of prior guidance (38.5%-40.5%). The Q1-11 gross margin increased by 6.6 points as compared to 33.4% in Q1-10 due primarily to significantly higher shipments, an increased proportion of higher margin die attach systems in the Company’s product mix, benefits from Besi’s 2010 product line restructuring and increased manufacturing efficiencies.
   Besi’s operating expenses were € 22.9 million in the first quarter of 2011 as compared to € 24.6 million in the fourth quarter of 2010 and € 19.9 million in the first quarter of 2010. Q1-11 operating expenses were slightly above guidance (€ 22.1 million) primarily due to one time items. Lower sequential operating expenses in Q1-11 as compared to Q4-10 were primarily due to reduced warranty, development and selling expenses. In Q1-11, Besi capitalized € 1.5 million of development expenses as compared to € 1.6 million in Q4-10. As a % of revenue, total operating expenses were 25.1% in the first quarter of 2011 as compared to 23.5% in the fourth quarter of 2010 and 35.1% in the first quarter of 2010.
   Q1-11 net income of € 9.6 million increased by € 12.2 million as compared to a net loss of € 2.6 million in Q1-10. The net income improvement was primarily due to a 61% year over year revenue improvement, significantly improved gross and operating margins as a result of an increase in the product mix represented by die attach systems and cost reductions and efficiencies realized from Besi’s product line and organizational restructuring and ongoing transfer of production to Asia. On a sequential quarterly basis, Besi’s net income declined by € 9.8 million from € 19.4 million in Q4-10 primarily due to: (i) the absence of a deferred tax write-up of € 5.4 million recognized in Q4-10, (ii) a 13% revenue reduction, and (iii) increased financial expense, net of € 1.2 million related primarily to higher foreign exchange losses recognized.
   Financial Condition
   Cash and cash equivalents decreased by € 3.8 million to € 65.5 million at March 31, 2011 as compared to € 69.3 million at December 31, 2010 while total debt and capital leases declined sequentially by € 0.5 million to € 45.9 million at March 31, 2011. The € 3.3 million sequential decrease in Besi’s net cash position at March 31, 2011 was primarily due to an investment in working capital of € 14.5 million in order to support the 54% sequential order increase, capitalized development spending of € 1.5 million and net capital expenditures of € 1.5 million partially offset by net income and depreciation aggregating € 12.4 million.
   In April 2011 € 2 million notional Convertible Notes were converted and 390,242 shares were issued.
   Outlook
   Based on our March 31, 2011 backlog and feedback from customers, we forecast for Q2-11 that:
   • Revenue will be approximately equal to the € 91.1 million reported in Q1-11.
   • Gross margins will range between 39.0%-41.0% as compared to the 40.0% realized in Q1-11.
   • Operating expenses will increase by approximately 0-5% as compared to the € 22.9 million reported in Q1-11.
   • Capital expenditures will be approximately equal to the € 1.5 million incurred in Q1-11.
6. [verwijderd] 28 april 2011 08:20

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   Hans het waren dus toch de 390.000 convertible notes waren we het gister over hadden.
7. [verwijderd] 28 april 2011 08:43

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   quote:

   Roy_01 schreef op 28 april 2011 08:20:

   Hans het waren dus toch de 390.000 convertible notes waren we het gister over hadden.
   

   Klopt, er is reeds vervroegd 2 mio omgezet.
   
   Mogelijk dat de houder niet verder short kan regelen en nu steeds omzet en verkoopt, dat gaat schijnbaar, lijkt mij niet ongunstig voor BESI omdat ze toch geld over hebben en dit scheelt rente kosten.
8. boldie 28 april 2011 08:48

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   quote:

   Hans Heijkers schreef:

   [quote alias=Roy_01 id=5547775 date=201104280820]
   Hans het waren dus toch de 390.000 convertible notes waren we het gister over hadden.
   [/quote]
   
   Klopt, er is reeds vervroegd 2 mio omgezet.
   
   Mogelijk dat de houder niet verder short kan regelen en nu steeds omzet en verkoopt, dat gaat schijnbaar, lijkt mij niet ongunstig voor BESI omdat ze toch geld over hebben en dit scheelt rente kosten.
   

   scheelt alleen maar kosten dus totaal niet ongunstig dit.
   vooral omdat ze nu worden omgezet dus verwacht men een verdere stijging van 5,5% perjaar de komende 2 jaar dus gunstig lijkt mij:)
9. [verwijderd] 28 april 2011 09:42

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   'Sterke cijfers ASMI'
   Gepubliceerd: vandaag 09:28
   
   AMSTERDAM (AFN) - Chiptoeleverancier ASM International heeft over het eerste kwartaal sterke cijfers laten zien. Vooral de front-endtak is volgens analist Victor Bareño van SNS Securities ,,meer dan op orde''.
   
   ASMI had zelf aangegeven bij front-end in het eerste kwartaal een eencijferige omzetgroei te verwachten. Deze groei kwam uit op 17 procent. ,,Ook de winstgevendheid was sterk. Ze doen het beter dan de markt dankzij de groei van hun ALD-producten.''
   
   Back-end was volgens de analist zwakker dan verwacht, vooral door de stijging van materiaalprijzen. Het recent overgenomen Siemens-onderdeel SEAS deed het volgens hem wel veel beter dan verwacht. ,,Ook laten de orders een verbeterende trend zien.''
   
   Donderdag om 9.26 uur noteerde het aandeel 5,5 procent hoger op 29,16 euro.
   
10. boldie 28 april 2011 10:58

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    AMSTERDAM (Dow Jones)--ASMI (ASMI.AE) heeft met zijn front-end divisie fantastische resultaten afgeleverd, waarbij de omzet en orders de ramingen ruim overtroffen en de onderliggende winstgevendheid sterk was, stelt analist Victor Bareno van SNS Securities. Back-end was gemengd. De verbetering in orders bij back-end stemt echter positief voor de komende kwartalen. SNS hanteert een buy-advies met een koersdoel van 37.00. Omstreeks 10.55 uur noteert het aandeel 4% hoger op EUR28,75, terwijl de Midkap met 0,4% stijgt. (HJL)
    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com
    (END) Dow Jones Newswires
    April 28, 2011 04:57 ET (08:57 GMT)
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11. drulletje drie 29 april 2011 09:32

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    MARKET TALK: ASMI koersdoel omhoog naar EUR39 bij SNS
    
    
    AMSTERDAM (Dow Jones)--SNS Securities verhoogt het koersdoel voor ASMI (ASM.AE) naar EUR39,00 van EUR37,00 in reactie op de goede kwartaalcijfers. SNS-analist Victor Bareno is vooral onder de indruk van de front-end-prestaties, waar ASMI veel beter presteert dan de concurrentie. Hij verwacht dat de korting op het aandeel snel zal worden ingelopen en handhaaft een buy-advies. Omstreeks 09.25 uur noteert het aandeel 0,1% hoger op EUR28,93, terwijl de Midkap met 0,3% stijgt. (BTK)
    
    
    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com
    
    
    (END) Dow Jones Newswires
    
    April 29, 2011 03:26 ET (07:26 GMT)
    
    Copyright (c) 2011 Dow Jones & Company, Inc.
    
    *Binck is niet aansprakelijk voor informatie verschaft door derden
    
    
12. boldie 29 april 2011 09:38

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    quote:

    drulletje drie schreef:

    MARKET TALK: ASMI koersdoel omhoog naar EUR39 bij SNS
    
    
    AMSTERDAM (Dow Jones)--SNS Securities verhoogt het koersdoel voor ASMI (ASM.AE) naar EUR39,00 van EUR37,00 in reactie op de goede kwartaalcijfers. SNS-analist Victor Bareno is vooral onder de indruk van de front-end-prestaties, waar ASMI veel beter presteert dan de concurrentie. Hij verwacht dat de korting op het aandeel snel zal worden ingelopen en handhaaft een buy-advies. Omstreeks 09.25 uur noteert het aandeel 0,1% hoger op EUR28,93, terwijl de Midkap met 0,3% stijgt. (BTK)
    
    nu besi nog
    
    
    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com
    
    
    (END) Dow Jones Newswires
    
    April 29, 2011 03:26 ET (07:26 GMT)
    
    Copyright (c) 2011 Dow Jones & Company, Inc.
    
    *Binck is niet aansprakelijk voor informatie verschaft door derden
    
    

13. [verwijderd] 29 april 2011 12:44

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    Samsung Profits Drop 30% on Weak Semiconductor and LCD Sales
    By: Ian Mansfield | 29th Apr 2011: 10:45am
    
    ­Samsung Electronics has reported that its first-quarter revenues rose by 7 percent to KRW36.99 trillion (US$34.5 billion), although its net profit dropped by 30% to KRW2.78 trillion (US$2.6 billion).
    
    Revenues and profits were lower than the earnings guidance offered on April 7th.
    
    By business, Telecom, Semiconductor and Digital Media & Appliances drove revenue growth in the quarter. The Semiconductor Business saw sales jump 12-percent year-on-year thanks to stronger demand for NAND products used in smartphones and tablet PCs, while the Telecom segment continued to perform strongly with sales reaching 10.64 trillion won.
    
    However, Samsung's overall net profit declined after the strong first quarter performance in 2010, weighed down by lower semiconductor memory prices and reduced profitability in LCD panels and TV sets.
    
    "A difficult business environment remained in the first quarter, due to rising costs of raw materials, uncertainties in the financial market in Europe, and the devastating earthquake in Japan," said Robert Yi, Vice President and Head of Samsung Electronics' Investor Relations Team. "But we will actively respond to such challenges by enhancing cost competitiveness in memory products through geometry migration, launching new smartphones and tablet PCs, as well as increasing the sales focus on premium LCD panels and TVs."
    
    Samsung forecasts that the challenging business conditions will persist in the second quarter, effected by lingering worries over the global economy and tight competition in consumer electronics and mobile businesses.
    
    With regards to concerns over disruptions to the supply chain after the March 11 earthquake in Japan, Samsung expects the impact on its businesses to be relatively limited.
    
    Smartphone Sales Boost Telecom Profit
    
    The Telecommunications businesses - including mobile communications and telecommunication networks - posted an operating profit of 1.43 trillion won on revenue of 10.64 trillion won. The businesses maintained an operating profit margin of 13.5 percent for the quarter.
    
    Samsung sold a total of 70 million mobile handsets during the quarter, down 14 percent year-on-year. However, strong sales of smartphones and high-end mobile devices helped to increase Samsung's average sales price and boost operating profit. Smartphones made up 18 percent of Samsung's total handset unit sales for the quarter, up from 4 percent during the same period last year.
    
    In the second quarter, Samsung expects the industry to see single-digit growth in mobile handset demand quarter-on-quarter.
    
    ========================
    Het voor BESI belangrijke deel van deze klant doet het dus nogsteeds heel goed en de TV afdeling doet het heel slecht net als bij Philips.
    
    Ik zou zeggen, dump de TV's en meer investeren aan de chip kant voor smartphones :)
14. [verwijderd] 2 mei 2011 15:35

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    Press Release
    Semiconductor Industry Ends 1st Quarter with Strong Global Sales
    For Immediate Release
    May 02, 2011
    
    Media Contact
    
    Caroline Kazmierski
    
    Semiconductor Industry Association
    
    ckazmierski@sia-online.org
    202-446-1101
    
    214-335-8843
    
    
    
    Semiconductor Industry Ends 1st Quarter with Strong Global Sales
    
    WASHINGTON, D.C.—May 2, 2011— The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing and design, today announced that worldwide sales of semiconductors were $25.3 billion for the month of March 2011, a 2.5 percent increase from the prior month when sales were $24.7 billion, and an increase of 8.6 percent from March 2010 when sales were $23.2 billion. Sales in the first quarter of 2011 reached $75.8 billion, an increase of 8.6 percent over last year’s first quarter sales of $69.8 billion and a sequential increase of 0.4 percent over the prior quarter. All monthly sales numbers represent a three-month moving average.
    
    “At the close of the first quarter of this year we are very encouraged by the performance of the global and domestic semiconductor industry,” said Brian Toohey, president, Semiconductor Industry Association. “Now more than ever, it’s clear that the semiconductor industry is a force driving the U.S. economy forward and out of the recent recession.”
    
    Currently the industry is on track to outpace the growth forecasts of the U.S. economy due to increased consumer and business demand for high-quality electronics products and the pervasive application of integrated circuits throughout most industries. Additionally, stabilization of infrastructure and ongoing recovery efforts in Japan have mitigated some of the impact that the mid-March natural disaster could have had on the semiconductor markets.
    
    VIEW CHART AND GRAPH
    
    To learn more about the Semiconductor Industry Association, visit www.sia-online.org
    
    
    
    About the SIA
    The Semiconductor Industry Association, SIA, is the voice of the U.S. semiconductor industry, America's number-one export industry over the last five years and a bellwether measurement of the US economy. Semiconductor innovations form the foundation for America's $1.1 trillion dollar technology industry affecting a U.S. workforce of nearly 6 million. Founded in 1977 by five microelectronics pioneers, SIA unites over 60 companies that account for 80 percent of the semiconductor production of this country. Through this coalition SIA seeks to strengthen US leadership of semiconductor design and manufacturing by working with Congress, the Administration and other key industry groups. The SIA works to encourage policies and regulations that fuel innovation, propel business and drive international competition in order to maintain a thriving semiconductor industry in the United States. Learn more at www.sia-online.org
    
    ====================
    
    Voorlopig beter dan de 7% stijgings verwachting voor 2011 en dan met vooral de kracht in maart wat natuurlijk goede vooruitzichten geeft voor Q2.
    Als hier ook nog eens Japan een impact heeft gehad dan had het anders nog hoger gelegen.
    Naarmate dit effect wegebt en uitgestelde orders weer terug komen kan dit een heel dik jaar worden voor de industrie, een stuk beter dan verwacht.
15. lucas D 3 mei 2011 09:57

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    Infineon ziet winst verzevenvoudigenMUNCHEN (ANP) - Het Duitse computerchipconcern Infineon heeft de nettowinst in het afgelopen kwartaal zien verzevenvoudigen, dankzij de verkoop van een bedrijfsonderdeel. De onderneming heeft de winstverwachting voor dit jaar opnieuw naar boven bijgesteld, maakte Infineon dinsdag bekend.
    
    Het bedrijf behaalde een nettowinst in het tweede kwartaal van zijn gebroken boekjaar, dat liep tot eind maart, van 572 miljoen euro. In dezelfde periode een jaar eerder hield Infineon 79 miljoen euro onderaan de streep over. De winst werd gestuwd door de verkoop van de divisie mobiele telefonie aan het Amerikaanse technologieconcern Intel vorig jaar. Dat bracht 1,4 miljard dollar in het laatje.
    
    Infineon zag de omzet met 27 procent stijgen tot 994 miljoen euro. Het concern profiteert van de opleving in de chipindustrie, en vooral van een sterke vraag naar chips voor de auto-industrie.
    
    Bron: ANP
    Publicatiedatum: 3 mei 2011 09:53:06
    Copyright (c) 2011 - Algemeen Nederlands Persbureau ANP
    
    lucas D
16. [verwijderd] 3 mei 2011 13:20

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    Infineon Raises Full-Year Profit, Sales Outlook on Demand
    By Cornelius Rahn - May 3, 2011 9:48 AM GMT+0200
    inShare.1More
    Business ExchangeBuzz up!DiggPrint Email . Infineon Technologies AG Chief Executive Officer Peter Bauer. Photographer: Guenter Schiffmann
    
    
    Play Video(Corrects to say Infineon is Europe's second largest chipmaker.) March 7 (Bloomberg) -- Peter Bauer, chief executive officer of Infineon Technologies AG, talks about the outlook for the company's profitability and demand for its products. Infineon is Europe's second largest chipmaker. Bauer spoke on March 4 with Emily Chang and Cory Johnson on Bloomberg Television's "Bloomberg West." (Source: Bloomberg)
    
    Infineon, based in Neubiberg, Germany, is selling more chips used in cars and lighting equipment as the global economic recovery gathers pace. Photographer: Guenter Schiffmann/Bloomberg
    Infineon Technologies AG (IFX), Europe’s second-largest chipmaker, raised its full-year forecast for the fifth time since the beginning of 2010 as second-quarter revenue and profit surged on higher demand.
    
    Sales in the 12 months through September will gain 20 percent from 3.3 billion euros ($4.9 billion) a year earlier and operating profit will be “broadly in line” with the 19.8 percent of revenue achieved in the first half, Infineon said in a statement today. The company so far had predicted that sales would rise by a mid-teens percentage and the operating profit margin would gain by a high-teens percentage.
    
    “All divisions were making strong contributions to a result that was better than expected,” Lionel Pellicer, an analyst at AlphaValue in Paris with a “reduce” recommendation on the shares, said by phone. “Order intake is strong and shows why the company’s confidence is high.”
    
    Infineon, based in Neubiberg, Germany, is selling more chips used in cars and lighting equipment as the global economic recovery gathers pace. Intel Corp. (INTC), the world’s biggest semiconductor producer, in April forecast sales for its second quarter that may top analyst estimates. Sales and profit will be “broadly flat” in the third fiscal quarter, Infineon said today.
    
    The level of new orders and the order backlog is prompting Infineon to consider raising its budget for investments this year, which currently stands at 700 million euros ($1 billion), the company said. Last year, investments totaled 325 million euros.
    
    Rising Profit
    The shares rose as much as 1.7 percent to 7.874 euros in Frankfurt trading today and were up 0.8 percent as of 9:35 a.m. They have gained 12 percent this year, valuing Infineon at 8.5 billion euros.
    
    Second-quarter net income more than doubled from the previous quarter to 572 million euros. That exceeded the 554 million-euro median estimate by three analysts surveyed by Bloomberg. Profit was boosted by an after-tax gain of 378 million euros related to the sale of the wireless mobile-phone business to Intel, which closed during the quarter. Sales gained 7.8 percent to 994 million euros from the previous quarter.
    
    Infineon’s sales forecast assumes a euro exchange rate of $1.40. The European currency was trading at $1.483 as of 9:17 a.m. Frankfurt time.
    
    The company said it is “monitoring closely” the impact of the March 11 earthquake in Japan and its aftermath on Infineon’s supply chain and market. While “risks remain” with regard to raw-material supply and the ability of customers to get all components they need, the company hasn’t experienced any disruptions, according to the statement.
    
    Overhaul
    “This quarter proved once again that focusing on energy efficiency, mobility and security is the right strategy,” Infineon Chief Executive Officer Peter Bauer said in the statement. “With our system expertise and highly innovative products we will further enlarge our footprint in these fast- growing markets.”
    
    Bauer, who took over as CEO almost three years ago, has finished an overhaul that included the spinoff of unprofitable memory-chip unit Qimonda in 2006 and the sale of a mobile-phone component division to Intel announced in August. The German company has been profitable at a net level every quarter since the three months ended Sept. 30, 2009.
    
    Infineon’s remaining units produce chips for vehicles, wind turbines, household appliances, lighting systems and identity cards. Infineon trails the European leader in semiconductors, STMicroelectronics NV (STM), in sales.
    
    Bauer has said that the company has 2.7 billion euros in funds following the sale of the wireless unit. He said that money will be spent on expanding current operations and returning money to shareholders, with some funds reserved for acquisitions.
    
    
17. [verwijderd] 3 mei 2011 23:16

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    Kulicke & Soffa Fiscal 2Q 2011 Results Exceed High-End of Guidance
    SINGAPORE, May 03, 2011 (BUSINESS WIRE) --
    
    Kulicke & Soffa Industries, Inc. (NASDAQ: KLIC) ("K&S" or the "Company")today announced results for its second fiscal quarter ended April 2, 2011.
    
    For its second quarter of fiscal 2011, the Company reported net revenue of $206.7 million and net income of $39.9 million, or $0.54 per diluted share.
    
    Quarterly Results
    Fiscal Q2 2011
    
    Change vs.
    Fiscal Q2 2010
    
    Change vs.
    Fiscal Q1 2011
    
    Net Revenue $206.7 million 34.4% 38.9%
    Gross Profit $99.0 million 46.0% 37.2%
    Gross Margin 47.9% 380 bps (50) bps
    Income from Operations $43.6 million 87.2% 97.8%
    Operating Margin 21.1% 590 bps 630 bps
    Net Income $39.9 million 88.5% 164.2%
    Net Margin 19.3% 550 bps 920 bps
    EPS - Diluted $0.54 92.9% 157.1%
    Bruno Guilmart, Kulicke & Soffa's President and Chief Executive Officer, said, "Our results exceeded the high-end of prior guidance, with revenue increasing approximately 39% compared to the prior quarter led by our OSAT customers. We continue to benefit from strong demand from both our ball and wedge bonder equipment lines from a wide range of customers.
    
    "Momentum continued in the gold to copper transition, with approximately 71% of our ball bonder shipments in the most recent quarter sold as copper capable bonders. We also continue to benefit from ongoing replacement demand for our latest generation of gold only ball bonders. We have also seen an increased demand for large area bondable options, which enable our customers to gain added efficiencies and reduce the cost of packaging. We believe we are maintaining our leadership position by offering the best equipment and tools solutions available on the market, backed by a flexible and efficient manufacturing model that allows us to ramp up production to meet customer demand."
    
    Key Product Trends
    
    Ball bonder equipment net revenue increased 57.7% over the December quarter. This sequential change was predominantly driven by increased OSAT customer demand.
    71% of ball bonder equipment shipments were sold as copper capable bonders.
    Wedge bonder equipment net revenue increased 19.4% over the December quarter.
    Financial Highlights
    
    Net revenue increased sequentially to $206.7 million, exceeding the high end of guidance.
    Gross margin remained strong at 47.9%.
    Operating margin was up 630 bps from the prior quarter to 21.1%.
    Net income was $39.9 million.
    Diluted EPS was $0.54.
    Cash and cash equivalents increased to $275.7 million up $78.1 million from the prior quarter.
    Third Quarter Fiscal 2011 Outlook
    
    The Company expects net revenue for the third quarter of fiscal 2011 to be approximately $255 million to $275 million.
    
    Looking forward, Bruno Guilmart, commented, "We continue to position our business to leverage our R&D leadership and innovation and to focus our efforts to mitigate volatility, improve profitability and ensure our longer-term growth. We expect our overall ball and wedge bonding businesses to remain strong through the third quarter."
    
    Earnings Conference Call Details
    
    A conference call to discuss these results will be held today, May 3, 2011 beginning at 8:00 am (ET). To access the conference call, interested parties may call +1-877-407-8037 or internationally +1-201-689-8037, or can access the live webcast at www.kns.com/investors/events.
    
    A replay will be available from approximately one hour after the completion of the call through May 10, 2011 by calling toll-free +1-877-660-6853 or internationally +1-201-612-7415 and using the following replay access codes: 5521 (account number) and 370466 (replay ID number). A webcast replay will also be available at www.kns.com/investors/events.
    
    About Kulicke & Soffa
    
    Kulicke & Soffa (NASDAQ: KLIC) is a global leader in the design and manufacture of semiconductor and LED assembly equipment. As a pioneer in this industry, K&S has provided customers with market leading packaging solutions for decades. In recent years, K&S has expanded its product offerings through strategic acquisitions, adding die and wedge bonders and a broader range of expendable tools to its core ball bonding products. Combined with its extensive expertise in process technology, K&S is well positioned to help customers meet the challenges of assembling the next-generation semiconductor and LED devices. (www.kns.com)
18. [verwijderd] 3 mei 2011 23:20

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    Lekker beloond ook, dit aandeel lijk op het eerste gezicht ook aan de heel lage kant, maar ken het niet door en door dus ik ben voorzichtig.
    
    Kulicke and Soffa Industries Inc. (Public, NASDAQ:KLIC) Watch this stock Find more results for KLIC
    
    KLIC 10.20 12.96%
    10.20 +1.17 (12.96%)
    After Hours: 10.30 +0.10 (0.98%)
    May 3, 4:47PM EDT
19. [verwijderd] 3 mei 2011 23:23

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    We hebben in het verleden wel eens beter gereageerd op positieve geluiden van dit bedrijf kon ik mij herinneren en heb een klein bericht hierover nog gevonden :
    
    MARKET TALK: ASMI en Besi omhoog op uitspraken K&S
    
    AMSTERDAM (Dow Jones)--De aandelen ASM International (ASMI) en BE Semiconductors (Besi) liften behalve op positieve kwartaalberichten uit de halfgeleidersector van Intel en ASML mee op positieve uitspraken van concurrent in de back end-sector Kulicke & Soffa Industries (K&S) dat dinsdag onverwacht met een trading update kwam, aldus een analist. Vooral het aandeel Besi schoot woensdag omhoog, tot wel 21%. Rond het middaguur noteert Besi nog 11,3% hoger op EUR3,63, en het aandeel ASMI 5% op EUR21,02.
    
    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com
    
    (END) Dow Jones Newswires
    April 14, 2010 06:09 ET (10:09 GMT)
    Copyright (c) 2010 Dow Jones & Company, Inc.
20. [verwijderd] 3 mei 2011 23:51

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    Even een neutraal persoon over de semiconductor industrie.
    
    Semiconductor Revenues Hang Tough
    May 03, 2011 | about: INTC
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    By Carlos Guillen
    
    So far, semiconductor industry revenue has been surprisingly strong in spite of shaky macroeconomic fundamentals such as persistently high unemployment rates, high fuel costs, and sluggish consumer spending, and in spite of natural disasters such as the Japanese earthquake in mid-March. It is clear that the pervasiveness of electronics through all sectors of the economy is creating a feedback loop that is amplifying demand for semiconductor components that are smaller, faster, and more efficient than ever before.
    
    Although I am cautious in my expectations for growth this year, I am still bullish on the semiconductor industry, and in light of earnings results and forecasts from a number of semiconductor industry heavy hitters, I still believe the semiconductor industry in on track to meet my 10 percent revenue growth expectations for 2011.
    
    The most recent data from the Semiconductor Industry Association (SIA) was rather encouraging as it demonstrated that the sequential revenue growth rate during the March quarter was higher than the seasonal trend. In fact, March quarter semiconductor revenue grew by 0.4 percent, which was higher than the seasonal rate that calls for a decline of 4 percent during the period; this sequential growth rate was, however, a bit lower than my forecast of 1 percent growth.
    
    Nonetheless, the three-month moving average (3MMA) global semiconductor revenue in March increased approximately 2.5 percent to $25.3 billion from the $24.7 billion achieved in February, representing a year-over-year increase of 8.57 percent.
    
    [Click to enlarge]
    
    Looking back at the March quarter financial results of one of the heavy hitters in the semiconductor industry, I also saw some encouraging data. Intel's (INTC) financial results during the March quarter were strong despite growing fears of a significant consumer pull back. Intel continued to deliver financial results and forecasts that not only surprised many analysts on the Street but also defied many third party research predictions.
    
    Demand from emerging markets and from enterprise businesses drove Intel's March quarter revenue to $12.8 billion, higher than the Street's estimate of $11.6 billion and higher that management's own guided range of $11.3 billion to $12.1 billion. Even more encouraging, however, was that management forecasted revenue growth of over 20 percent during 2011, as it sees strong consumer PC growth driven by improving macroeconomic conditions in emerging markets.
    
    Such is the case that Intel basically reiterated its double-digit PC unit growth rate, which contradicted the decreasing trend in estimates currently forecasted by many third party market followers. It is clear that Intel is seeing growth coming from all directions, particularly from tablets and handhelds. The combination of management's efforts to stay on the forefront of technology along with the need to meet an expanding market's demand has led Intel to increased its capital spending plans during 2011 to $10.2 billion plus or minus $400 million, up from the $9 billion projected back in January -- approximately double the $5.2 billion spent in 2010. In essence, the combination of an improving global economy, better products, and an expanding market will lead to strong growth in 2011 for Intel.
    
    Even if PC sales were to land below Intel's projections, I still see semiconductor revenue growth fueled by a wider range of other products that go beyond computers, such as smart phones, tablets, and industrial applications. Other contributing factors should come from automotive electronics, increasing connectivity in the home, LED lighting, upgrades in communication infrastructure driven by 4G networks, and of course expansion in cloud computing.
    
    As such, I continue to see semiconductor revenue growth of 10 percent for this full year, with June quarter increasing 4 percent, a bit stronger than seasonal growth.
    
    link : seekingalpha.com/article/267369-semic...