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In brief: TriQuint, blue LED sales, Jazz Semi

TriQuint Semiconductor revises guidance downwards, SiGe foundry Jazz Semiconductor wins new custom, and blue LED makers in Taiwan are hurt by falling prices and slack demand.

TriQuint lowers guidance
GaAs device manufacturer TriQuint Semiconductors has reduced its financial guidance for its current quarter and for fiscal year 2004.

Having previously expected $92-94 million revenue in the period ending September 30, TriQuint now predicts only $88-90 million.

The company has also revised its full-year forecast slightly down, but at $362-367 million, the new fiscal 2004 estimate is still well up on the $312 million recorded last year.

"A few customers in the wireless phone market are adjusting inventories on specific programs," explained TriQuint CEO Ralph Quinsey. "It is reassuring that these adjustments are associated largely with solid, high-volume programs where I expect demand to return and be up as the year progresses."

Jazz wins wireless chipset contract
California-based SiGe foundry Jazz Semiconductor will manufacture chipsets for a range of ultra-wideband wireless transceivers.

The transceiver chip has been designed by Alereon, a fabless company based in Austin, TX, and is targeted at wireless universal serial bus (USB) applications. It will be manufactured using Jazz s SiGe BiCMOS process.

"[This] is an important step on the path to delivering our complete ultra-wideband USB solution," said Alereon CEO Eric Broockman.

Blue LED demand fizzles
High inventory levels and increased industry competition are driving down the price of blue LED chips, according to a report at DigiTimes.com.

Unit prices fell by 15-20% in the third quarter of the year, claims the report. It adds that shipments of high-luminance LED chips from Epistar dropped from 83 million units in the second quarter to 50 million units in the third quarter. Formosa Epitaxy is reported to have seen flat sales during the period.

Taiwanese manufacturers have continued to increase blue LED manufacturing capacity in recent months.

Kano introduces blue-laser-based storage
Data storage specialist Kano Technologies, CA, has introduced a high-capacity system that features a blue/violet laser source.

The Blue-Wav storage unit incorporates Sony s "ProData" optical drive to give a capacity of 23.3 GB on a single-sided cartridge. The drive also features transfer rates of up to 11 MB/s.

The unit, which is aimed at document and medical imaging among a number of other other applications, is retailing at $2750-$3000.

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