North American Company Profiles - Smithsonian
Transcription
North American Company Profiles - Smithsonian
8x8 North American Company Profiles 8X8 8x8, Inc. (formerly Integrated Information Technology) 2445 Mission College Boulevard Santa Clara, California 95054 Telephone: (408) 727-1885 Fax: (408) 980-0432 Fabless IC Supplier Financial History ($M) Sales Employees 1991 28 1992 45 1993 36 1994 41 1995 50 100 114 100 105 110 Company Overview and Strategy 8x8, Inc. was founded originally as Integrated Information Technology, Inc. (IIT) in 1987 to supply math coprocessors for 286 and later 386 microprocessor chips. Since then, the privately-held company has moved its focus from coprocessors to high-performance multimedia processors, which were the basis for the name change to 8x8, Inc. in early 1996. The 8x8 name reflects the company’s focus on programmable integrated circuits for video conferencing and MPEG applications in a wide range of consumer and PC multimedia products. An 8x8 block of picture elements (pixels) is the basis of many video compression algorithms. Management Joseph L. Parkinson Sandra Abbott David Harper Chris McNiffe Bryan Martin Samuel Wang Doug Bailey Kevin Deierling President and Chief Executive Officer Vice President, Finance and Chief Financial Officer Vice President, European Operations Vice President, Sales and Marketing Vice President, Engineering and Chief Technical Officer Vice President, Process Technology Director, Worldwide Sales Director, Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-1 8x8 North American Company Profiles Products and Processes 8x8 Inc. develops highly integrated programmable single-chip compression and decompression ICs and software for video phone, video conferencing, and MPEG/digital video such as VideoCD, karaoke, and DVD equipment. The company’s family of processors include the following: • • • • Video Communications Processor (VCP) is a single-chip programmable video subsystem and multimedia communications processor for conferencing over ISDN telephone lines. Low-bit-rate Videophone Processor (LVP) is a single-chip programmable video-phone processor for conferencing over ordinary telephone lines. Multimedia Playback Processor (MPPex) is a single-chip programmable MPEG 1 video/audio decoder for a wide range of digital video playback applications. Multimedia Encode Processor (MEP) for powering a PCI video capture and compression board using Intel’s wavelet-based Indeo interactive video compression technology. These processors are based on the company’s Multimedia Processor Architecture (MPA), which combines advanced DSP and RISC technologies onto a single processor chip. Key Agreements • 8x8 has strategic development alliances with National Semiconductor and Siemens Semiconductor. 1-2 INTEGRATED CIRCUIT ENGINEERING CORPORATION ACC Micro North American Company Profiles ACC MICRO ACC Microelectronics Corporation 2500 Augustine Drive Santa Clara, California 95054 Telephone: (408) 980-0622 Fax: (408) 980-0626 Fabless IC Supplier Company Overview and Strategy ACC Microelectronics Corporation (ACC Micro™) was established in 1987 to design, develop, and market a variety of VLSI circuit devices for computer system control, computer system board integration, and communication applications. The company's flagship products are a line of single chip solutions targeted at the desktop, notebook, and subnotebook computer industries. Management Wei-Tau Chiang, Ph.D. Mark Shieu President and Chief Executive Officer Vice President, Engineering Products and Processes ACC Micro supplies chipsets and controller chips for 386/486-based and Pentium-based computers. Other products include buffer chips, power management chips, and single-device floppy-disk controllers. Semiconductor Fabrication Facilities ACC Micro has second-source licensing agreements with Motorola to support delivery schedules. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-3 Actel North American Company Profiles ACTEL Actel Corporation 955 East Arques Avenue Sunnyvale, California 94086-4533 Telephone: (408) 739-1010 Fax: (408) 739-1540 Web Site: www.actel.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 35 1 8 1992 41 (0.3) 9 1993 56 5 11 1994 76 8 14 1995 109 (1) 19 150 168 211 245 320 Company Overview and Strategy Founded in 1985, Actel Corporation designs, develops, and markets field programmable gate arrays (FGPAs) and associated software development systems and programming hardware. Its products are used by designers of computer, telecommunications, military, industrial, and other electronic systems. Actel is a leader in the development of FPGAs based on antifuse technology. The company's objective is to become the leading supplier of FPGAs by fully exploiting the capabilities of its proprietary antifuse and circuit architectures. In April 1995, Actel completed the acquisition of Texas Instruments' antifuse FPGA business. As part of the transaction, Actel signed a three-year manufacturing agreement with TI. TI had been a licensed second source of Actel's FPGAs since 1988. Development Systems 5% Military/Aerospace 12% Computers/ Peripherals 21% FPGAs 95% 1995 Sales by Product Type 1-4 Industrial 23% Communications/ Networking 44% 1995 Sales by End-Use Market INTEGRATED CIRCUIT ENGINEERING CORPORATION Actel North American Company Profiles Asia-Pacific 9% Japan 12% Europe 17% United States 62% 1995 Sales by Geographic Region Management John C. East Esmat Z. Hamdy Jeffrey M. Schlageter David M. Sugishita Michelle A. Begun Doug Goodyear Dennis F. Nye David L. Van De Hey Warren Miller Robert Nalesnik David Stieg President and Chief Executive Officer Senior Vice President, Technology Senior Vice President, Engineering Senior Vice President, Finance, and Chief Financial Officer Vice President, Human Resources Vice President, Sales Vice President, Marketing Vice President and General Counsel Director, Silicon Planning and Strategic Applications Director, Product Marketing Director, North American Distribution Sales Products and Processes Actel's IC product line currently consists of three series of FPGAs. Value Series • The ACT1 family consists of two devices, a 1,200-gate part and a 2,000-gate part, and offers system performance of up to 25MHz. This family of circuits utilizes 1.0µm CMOS technology. Accelerator Series • The ACT3 family consists of devices ranging from 1,500 to 10,000 gates and offers system performance of up to 75MHz. • The ACT3 PCI family consists of fully PCI-compliant devices with 4,000 to 10,000 usable gates and performance up to 250MHz. Both families are based on a 0.8µm CMOS process that was initially developed by Hewlett-Packard. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-5 Actel North American Company Profiles Integrator Series • The 1200XL family features parts ranging from 2,500 to 8,000 gates and offers system performance of up to 60MHz. This family of circuits is based on 0.65µm CMOS technology. • The 3200DX family is Actel’s newest series of FPGAs with capacities ranging from 6,500 gates to 40,000 gates and offers system performance up to 100MHz. These high-performance FPGAs offer fast dual-port SRAM, fast decode, and data path circuitry based on 0.65µm double-level-metal CMOS technology. Actel plans to offer in 1996 radiation-hardened FPGAs for application in communications satellites. Also in 1996, Actel plans to migrate its technology to a 0.5µm triple-level-metal process. To support its FPGA products, Actel offers design automation software, programming and test hardware, and a diagnostic option that provides special in-circuit debug and diagnostic capabilities. Semiconductor Fabrication Facilities Actel's FPGAs are manufactured by Matsushita, Chartered Semiconductor (Actel holds a minor equity interest in Chartered), Winbond, and Texas Instruments. Loral Federal Systems Company will be the sole source of Actel’s rad-hard FPGAs, which are being jointly developed by Actel and Loral. Key Agreements • Actel completed an agreement with Loral Federal Systems in Manassas, Virginia, in 1H95 to jointly develop radiation-hardened, nonvolatile FPGAs. The chips will be targeted at applications in military and aerospace systems. The agreement also calls for Loral to manufacture the rad-hard FPGAs. 1-6 INTEGRATED CIRCUIT ENGINEERING CORPORATION Allegro MicroSystems North American Company Profiles ALLEGRO MICROS YSTEMS Allegro MicroSystems, Inc. 115 Northeast Cutoff Worcester, Massachusetts 01615-0036 Telephone: (508) 853-5000 Fax: (508) 856-7434 IC Manufacturer Financial History ($M) Sales Capital Expenditures 1991 104 1992 115 13 1993 124 10 1994 161 14 Employees 1995 204 61 2,000 Company Overview and Strategy Allegro MicroSystems is the former semiconductor branch of Sprague Technologies, Inc. In 1990, Sprague was purchased by Japan's Sanken Electric and renamed Allegro MicroSystems. Today, Allegro is functionally and structurally an independently operating organization as a wholly owned subsidiary of Sanken Electric. Allegro MicroSystems specializes in the design, manufacture, and marketing of advanced mixed-signal ICs. The company is the world leader in Hall-effect sensor ICs and a prominent supplier of power and smart power ICs. Allegro's customers are OEM's primarily serving the automotive and industrial markets, but also the consumer, telecommunications, computer mass storage, and printer markets. Telecommunications 5% EDP 8% Consumer 14% Japan 14% Industrial 47% Automotive 26% 1995 Sales by End-Use Market INTEGRATED CIRCUIT ENGINEERING CORPORATION Far East 15% Europe 19% United States 52% 1995 Sales by Geographic Region 1-7 Allegro MicroSystems North American Company Profiles Management Allan S. Kimball Dan Ax Dennis Fitzgerald John Kokulis Andy Labrecque John MacDougell Steven W. Miles Fred Windover Marybeth Perry President Vice President, Business Development Vice President, Quality Systems Vice President, Finance and Chief Financial Officer Vice President, Operations Vice President, Research and Development Vice President, Product Development Vice President and General Counsel Director, Human Resources Products and Processes Allegro's product offering is outlined below by end-use market segment. Automotive Market Magnetic field sensors Power driver ICs Signal processing ICs Radio components EDP Printer and Communication Markets Printer head driver Paper transport motor driver Battery management Computer Mass Storage Market Spindle motor controller/driver Servo/voice-coil motor driver Combination drivers Industrial and Consumer Markets Discretes Chip supply for hybrids Smoke detector electronics Switch Mode Power Supply Market AC-DC converter (>10W to <250W) Universal input switching (<1kW) The semiconductor processes used by Allegro range from standard bipolar to CMOS, power DMOS (doublediffused MOS), and combinations of all of them. Discretes 6% BiCMOS/ BCD/CMOS ICs 22% Bipolar ICs 72% 1995 Sales by Device Type 1-8 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Allegro MicroSystems Semiconductor Fabrication Facilities Allegro MicroSystems, Inc. 115 Northeast Cutoff Worcester, Massachusetts 01615-0036 Cleanroom size: 20,000 square feet Capacity (wafers/week): 5,000 Wafer size: 100mm Processes: Bipolar, CMOS, BiCMOS, DMOS Products: Power and smart power ICs, signal processing ICs, sensors Feature sizes: 1.5µm-8.0µm Allegro MicroSystems, Inc. 3900 Welsh Grove Road Willow Grove, Pennsylvania 19090 Cleanroom size: 15,000 square feet Capacity (wafers/week): 3,000 Wafer size: 100mm Processes: Bipolar, CMOS, BiCMOS, DMOS Products: Power and smart power ICs, ASICs (mixed-signal), sensors Feature sizes: 1.5µm-8.0µm Allegro plans to invest $80 million to expand wafer capacity at its Worcester fab facility. A 150mm wafer line will be added to support 1.5µm production of its power and smart power ICs and sensor products. Allegro is also planning to double the capacity at its Willow Grove facility. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-9 Alliance Semiconductor North American Company Profiles ALLIANCE S EMICONDUCTOR Alliance Semiconductor Corporation 3099 North First Street San Jose, California 95134-2006 Telephone: (408) 383-4900 Fax: (408) 383-4999 IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Employees 1992 4 (3) 1 1993 22 2 2 1994 55 9 4 1995 119 24 8 1996 201 11 n/a 20 35 40 74 n/a Company Overview and Strategy Founded in 1985, Alliance Semiconductor designs, develops, and markets memory products and memory intensive logic products for high-performance applications. Such applications are in the desktop and portable personal computer, networking, telecommunications, and instrumentation industries. The company originally manufactured its own devices in a fab facility near Kansas City, Missouri, leased from AT&T. However, high overhead costs and low demand in its product markets caused the plant to operate at a significant loss until its closure in February 1990. The company filed for Chapter 11 bankruptcy protection in March 1991 and then emerged with a new business strategy to operate as a fabless supplier of highperformance SRAMs and other memory products. Alliance operated as a fabless company until 1995 when it announced several manufacturing partnerships with Taiwan’s United Microelectronics Corporation (UMC) and Singapore’s Chartered Semiconductor. Other 10% Asia 45% United States 45% 1995 Sales by Geographic Region 1-10 INTEGRATED CIRCUIT ENGINEERING CORPORATION Alliance Semiconductor North American Company Profiles Since the beginning of fiscal 1993, sales of Alliance’s SRAM products have accounted for substantially all of its net revenue. The company continues to develop and introduce new SRAM products, such as high density (32K x 32), 3.3V burst synchronous SRAMs. Meanwhile, Alliance is aggressively making a transition from a single product line, SRAM supplier to a broad-based semiconductor company with multiple product lines. The new product lines include high-performance DRAMs, multimedia ICs, and flash memory devices. Management N. Damodar Reddy C.N. Reddy Sid Agrawal Kamal Gunsagar Angela Kupps Ken Poteet Phil Richards Sunit Saxena Bharat Shastri Ronald K. Shelton Ritu Shrivastava President and Chief Executive Officer Executive Vice President, Engineering and Operations Vice President, Marketing Vice President, Contract Manufacturing Vice President, Human Resources Vice President, Integrated Memory Products Vice President, Sales Vice President, Product Engineering Vice President, Systems Engineering Vice President, Finance and Administration, and Chief Financial Officer Vice President, Technology Development Products and Processes Alliance Semiconductor supplies primarily high-speed CMOS SRAMs, ranging from 64K densities with 10ns access times to 4M densities with 15ns access times. The company also offers a 1M (32K x 32) synchronous burst fully pipelined SRAM specifically designed for high-performance Pentium applications with access times as low as 6ns. Volume production of a new line of high-speed 4M and 16M DRAMs is expected to begin in the second half of 1996. At present, Alliance only sells 256K and 1M DRAMs. Alliance supplies a limited amount of 3.3V-only and 5V-only 1M flash memory devices. Flash memories with 2M and 4M densities are expected to be introduced in 1996. The company's first foray beyond memory chip markets came in late 1994, when it unveiled what it considers to be the first multimedia user interface (MMUI) chip. The chip, called ProMotion-3210, is a DRAM-based motion video and graphics accelerator that is compatible with several compression techniques, including Indeo, CinePak, Motion JPEG, and MPEG 1. The chip line also includes a fully integrated graphic accelerator chip, the ProMotion-6422, which includes a RAMDAC, a clock synthesizer, and a video and graphics accelerator. Since 1988, Alliance's CMOS process technology has migrated from the 1.5µm level to the current 0.45µm level. Currently, nearly all of Alliance’s products are manufactured using 0.6µm and 0.5µm technologies, but 0.45µm technology is being used at one of its foundries. The company’s SRAMs are based on a two-poly, one-metal CMOS process and its DRAMs on a three-poly, one-metal CMOS process. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-11 Alliance Semiconductor North American Company Profiles Semiconductor Fabrication Facilities Alliance Semiconductor announced major plans in 1995 calling for a substantial portion of the company’s future wafer capacity to come from fabs in which it has partial ownership. The company’s existing foundry supply agreements are with UMC, Chartered Semiconductor, Rohm, and TSMC. In addition, some of Alliance’s MMUI products are produced by Samsung. In October 1995, Alliance entered a definitive agreement with UMC and other parties to form a separate Taiwanese company, United Silicon Inc., for the purpose of building and managing a semiconductor manufacturing facility in Taiwan. Alliance will invest approximately $60 million, representing an initial equity ownership of about 10 percent. In return for its investment, Alliance will receive 12.5 percent of the manufacturing capacity in United Silicon’s fab, which is expected to move into production in 1997. Earlier in 1995, Alliance entered into a partnership with UMC and S3 Incorporated to establish a new jointly owned wafer foundry company in Taiwan called United Semiconductor Corporation (USC). Alliance’s investment in the foundry will initially total approximately $80 million, representing an equity ownership of 20 percent. In return for its investment, Alliance will receive 25 percent of the manufacturing capacity in the United Semiconductor fab. The fab will be a 200mm wafer, 0.35µm plant capable of producing 5,000 to 6,250 wafers per week. It will start manufacturing wafers for Alliance, S3, and other semiconductor companies in 3Q96. Also in 1995, Alliance announced a $50 million investment in Chartered Semiconductor Manufacturing to obtain a minority ownership stake in the company and a guaranteed portion of the capacity in Chartered’s new 200mm wafer fab that began production in the second half of 1995. Alliance’s equity investments in UMC and Chartered so far total about $200 million. By the end of 1997, the company expects wafers from the UMC and Chartered fabs it has invested in will represent more than 50 percent of its capacity. Key Agreements • Alliance and UMC signed an agreement in 4Q95 under which UMC may expand allocation of wafer fabrication capacity to Alliance for the manufacture of Alliance’s DRAM products. In return, Alliance granted UMC a license to produce for itself a certain number of Alliance DRAM products. As discussed above, UMC and Alliance will also cooperate in the manufacture of ICs through two new IC foundry companies they are setting up in Taiwan. • Alliance signed an agreement with 3Dfx Interactive, Inc. in late 1995 to work together on ensuring compatibility between Alliance’s ProMotion multimedia chips and 3Dfx Interactive’s Voodoo Graphics three dimensional graphics accelerator designed for 3D entertainment applications. • Alliance licensed Aspec Technology's Portfolio™ family of ASIC design tools in 2Q95. These tools will allow the company to create low-cost ASIC gate array and embedded memory array products. 1-12 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Alliance Semiconductor • Alliance entered into a joint development, manufacturing, and marketing agreement with Japan's Rohm Co., Ltd. in mid-1994 calling for Rohm to furnish Alliance with 0.5µm CMOS fab capacity for the production of SRAMs. Rohm will also help Alliance sell and market the products in Japan; Alliance will, in turn, assist Rohm in developing high-performance, low-power SRAMs. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-13 Altera North American Company Profiles ALTERA Altera Corporation 2610 Orchard Parkway San Jose, California 95134-2020 Telephone: (408) 894-7000 Fax: (408) 435-1394 Web Site: www.altera.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 107 18 14 1992 101 12 16 1993 140 21 17 1994 199 15 22 1995 402 87 34 446 477 527 667 900 Company Overview and Strategy Altera Corporation, founded in 1983, is a leading supplier of high-performance, high-density CMOS programmable logic devices (PLDs) and associated development tools. Its broad line of "off-the-shelf" userconfigurable chips, together with Altera-developed software, enable system manufacturers to create custom logic functions in-house for a wide variety of applications. Altera believes its products and services provide its customers with faster time-to-market than custom (ASIC) solutions. The company's name was derived from the word Alterable. Altera products are used in a variety of applications, including telephone switching systems, computer networking, multimedia boards, broadcast video and video conferencing, and medical instrumentation. Development Software and Hardware 5% Military 6% Consumer 4% Other 1% Industrial 17% CMOS Programmable Logic Chips 95% 1995 Sales by Product Type 1-14 Computer 17% Communications 55% 1995 Sales by End-Use Market INTEGRATED CIRCUIT ENGINEERING CORPORATION Altera North American Company Profiles Asia-Pacific 6% Japan 20% Europe 21% North America 53% 1995 Sales by Geographic Region Management Rodney Smith Denis Berlan Erik Cleage Jack Fitzhenry Clive McCarthy Thomas J. Nicoletti Nathan Sarkisian Peter Smyth President and Chief Executive Officer Vice President, Operations and Product Engineering Vice President, Marketing Vice President, Human Resources Vice President, Development Engineering Vice President, Business Development and Investor Relations Vice President, Finance Vice President, Sales Products and Processes Altera's PLD products extend from 20 to 560 pins with usable gate counts up to 100,000 gates and process technologies advancing to 0.5µm through its fabrication partners. FLEX 10K Family • 10,000-100,000 usable gates • In-circuit reconfigurable • 84-560 pins • Performance: 75MHz • SRAM technology • 3.3V versions available • Megafunction support • 0.5µm FLEX 8000 Family • 2,500-50,000 usable gates • In-circuit reconfigurable • 84-304 pins • Performance: 75MHz • SRAM technology • 3.3V versions available • 0.65µm-0.8µm FLASHlogic Family • 800-3,200 usable gates • In-circuit reconfigurable • In-system programmable • Performance: 50-100MHz • SRAM and flash/EPROM technology • 0.6µm MAX 9000 Family • 6,000-12,000 usable gates • In-system programmable • 84-304 pins • Performance: 50-100MHz • EEPROM technology • 0.65µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-15 Altera North American Company Profiles MAX 7000 Family • 600-5,000 usable gates • High pin to gate ratio • 44-208 pins • Performance: 70-150MHz • In-system programmable • EEPROM technology • 0.65µm-0.8µm MAX 5000 Family • 600-3,750 usable gates • High register count • 24-100 pins • Performance: 50-100MHz • 0.65µm-0.8µm Classic Family • 150-900 usable gates • Zero-standby power • 20-68 pins • Performance: 50-125MHz • 0.8µm-1.5µm The company also offers 64K, 213K, and 1M EPROMs designed to configure its FLEX devices, as well as mask-programmed logic devices (MPLDs) for high-volume applications. MPLDs are pin-, function-, and timing-compatible with Altera’s PLDs and are available for all families. In November 1995, Altera announced it would discontinue its military-qualified line of PLDs. It will ship Milspec devices until mid-1997 and support existing customers. In addition, Altera stated in early 1996 that it would drop certain low-density simple PLD lines, many of which are PAL/GAL and 22V10 equivalent devices, by August 1996. Altera supplies proprietary software development systems (MAX+PLUS II™) to support its PLD products. Semiconductor Fabrication Facilities Altera has foundry agreements with Sharp and TSMC. It also owns 17 percent of Cypress Semiconductor's wafer fab in Round Rock, Texas. Through this ownership, Altera has the right to buy a percentage of the wafers produced by Cypress approximately equal to the percentage of its ownership. In November 1995, Altera signed a letter of intent for joint ownership of a TSMC fab to be built in Camas, Washington. Under the terms, Altera will invest $125 million to take a 16 percent equity stake in TSMC, and also gain the rights to 24 percent of the output from the new fab. Potential output from the $1.2 billion plant is expected to be 7,500 200mm wafers per week, with production scheduled to start in 1H98. Design rules will start at 0.35µm and migrate to 0.25µm. 1-16 INTEGRATED CIRCUIT ENGINEERING CORPORATION Altera North American Company Profiles Cypress Semiconductor (Texas) Inc. (17 percent owned by Altera) 17 Cypress Drive Round Rock, Texas 78664 Cleanroom size: 19,800 square feet Capacity (wafers/week): 2,200 Wafer size: 150mm Processes: CMOS Products: PLDs for Altera Feature sizes: 0.5µm-1.2µm TSMC Joint Venture Fab (will be 16 percent owned by Altera) Camas, Washington Capacity (wafers/week): 7,500 Wafer size: 200mm Process: CMOS Products: Foundry services Feature sizes: 0.25µm, 0.35µm (Scheduled to start up in 1Q98) Key Agreements • In February 1996, Altera purchased a minority stake in I-Cube Inc., a privately held supplier of programmable switching and interconnect devices (PSIDs). INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-17 AMCC North American Company Profiles APPLIED MICRO CIRCUITS (AMCC) Applied Micro Circuits Corporation 6195 Lusk Boulevard San Diego, California 92121-2729 Telephone: (619) 450-9333 Fax: (619) 450-9885 Web Site: www.amcc.com IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales 1991 38 1992 39 1993 47 1994 50 1995 51 265 275 300 310 270 Employees Company Overview and Strategy Established in 1979, Applied Micro Circuits Corporation (AMCC) develops, manufactures, and markets highspeed, high-reliability ASSPs for data communications, telecommunications, computer interface, and clock and timing applications, in addition to ASICs for commercial and military applications. The privately-held company is a leader in bipolar manufacturing and bipolar ECL logic arrays. Pacific Rim 12% Bipolar Analog/Custom 9% Europe/Israel 8% Bipolar/BiCMOS Digital 91% 1995 Sales by Device Type 1-18 North America 80% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION AMCC North American Company Profiles Management David Rickey John Grosse Joel O. Holliday Roger Smullen William Staunton Mark Denin Brent Little President and Chief Executive Officer Vice President, Operations Vice President, Finance and Chief Financial Officer Vice President, Sales Vice President, Quality Assurance and Reliability Director, ASSP Marketing Director, ASIC Marketing Products and Processes AMCC produces and sells bipolar and BiCMOS gate arrays, custom bipolar IC products, and standard bipolar and CMOS products. The company’s line of ASSPs for high-performance networking, clock/timing, and bus interface applications, and ASICs include the following: Q20000 Series ECL/TTL “Turbo” Logic Arrays MicroPower 3V, low power, bipolar, standard cell ASICs PCI Bus Controllers SONET/SDH Products WAN/LAN Products ATM Products Crosspoint Switches CRC Generator/Checker ECL Terminator Clock Buffers CMOS (PCI Products) 7% BiCMOS 20% Bipolar 73% 1995 Sales by Process Technology INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-19 AMCC North American Company Profiles Semiconductor Fabrication Facilities AMCC operates from a 120,000 square foot facility in San Diego, California, which includes a design center for customer design use and training, a Class 10 cleanroom for bipolar IC production, and an assembly and test facility. The company has established strategic foundry partners to augment its wafer supply. Applied Micro Circuits Corporation 6195 Lusk Boulevard San Diego, California 92121 Cleanroom size: 10,000 square feet (Class 10) Capacity (wafers/week): 1,200 Wafer size: 100mm Processes: Bipolar Products: Gate arrays, ASSPs, custom ICs Feature sizes: 1.0µm ECL/bipolar 2.0µm, 3.0µm bipolar AMCC's capacity is only about half utilized, and the company expects its current manufacturing resources to reach maximum levels in a few years. Key Agreements • AMCC has a strategic alliance with Hughes Electronics for ASIC products. 1-20 INTEGRATED CIRCUIT ENGINEERING CORPORATION AMD North American Company Profiles ADVANCED MICRO DEVICES (AMD) Advanced Micro Devices, Inc. One AMD Place P.O. Box 3453 Sunnyvale, California 94088-3453 Telephone: (408) 732-2400 Fax: (408) 774-7216 Web Site: www.amd.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 1,227 145 214 111 1992 1,514 245 228 222 1993 1,648 229 263 324 1994 2,135 305 280 549 1995 2,430 300 398 621 11,254 11,554 12,065 11,793 12,730 Company Overview and Strategy Advanced Micro Devices (AMD) was founded in 1969 and is today one of the largest U.S.-based merchant manufacturers of integrated circuits. With a focus on the personal and networked computing and communications markets, the company produces microprocessors and related peripherals, flash memories, programmable logic devices, and circuits for telecommunications and networking applications. AMD’s strategy is to be competitive only in those markets where it can be a leading factor. The company has been a major supplier of microprocessors since 1975, it is a leading supplier of non-volatile memories, a leader in ICs for local area networks and linecards for public communications applications, and the second largest supplier of programmable logic devices. Analog 10% Digital Bipolar 5% MOS Micro 38% MOS Logic 19% MOS Memory 28% 1995 Sales by Device Type INTEGRATED CIRCUIT ENGINEERING CORPORATION ROW 19% Japan 8% North America 45% Europe 28% 1995 Sales by Geographic Region 1-21 AMD North American Company Profiles In January 1996, AMD completed the acquisition of NexGen, Inc., significantly enhancing its core competency in advanced microprocessor design. The acquisition brings together the engineering resources and sixth-generation microprocessor design of NexGen with AMD’s sub-0.35µm process technology and manufacturing capability to enable AMD to offer future generations of microprocessors in a competitive timeframe. The company plans to bring to production the sixth-generation NexGen design as the AMD-K6™ microprocessor in early 1997. Management W.J. Sanders III Richard Previte Marvin Burkett Gene Conner S. Atiq Raza Stanley Winvick Stephen Zelencik John Bourgoin Vinod Dham Richard Forte Terryll R. Smith Benjamin M. Anixter Gary Ashcraft Frank Barone Kathryn Brandt Donald M. Brettner David Chavoustie Susan T. Daniel James Doran Curt Francis Al F. Frugaletti Clive Ghest Gary O. Heerssen Robert R. Herb Larry Hollatz Robert M. Krueger Gerald A. Lynch Walid Maghribi Robert McConnell Thomas M. McCoy Giuliano Meroni K.C. Murphy Daryl Ostrander Joseph Proctor Geoff Ribar Douglas Ritchie 1-22 Chief Executive Officer President and Chief Operating Officer Senior Vice President, Chief Financial and Administrative Officer and Treasurer Senior Vice President, Operations Corporate Vice President and Chief Technical Officer Senior Vice President, Human Resources Senior Vice President and Chief Marketing Executive Group Vice President, Computation Products Group Group Vice President, Computation Products Group Group Vice President, Communications and Components Group Group Vice President, Sales Vice President, External Affairs Vice President and GM, Communication Products Division Vice President and GM, Programmable Logic Division and Bipolar Operations Vice President, Business Systems Vice President, Manufacturing Services Division Vice President and GM, Embedded Processor Division Vice President, Human Resource Operations Vice President, Technical Operations Vice President, Corporate Planning and Development Vice President, Worldwide Distribution and Headquarters Sales Vice President, Business Development Vice President and Group Executive, Austin Wafer Fab Operations Vice President, Group Strategic Marketing, Computation Products Group Vice President and GM, Texas Microprocessor Division Vice President and GM, I/O and Network Products Division Vice President, Asia Pacific Sales and Marketing Vice President and GM, Non-Volatile Memory Division Vice President Vice President and General Counsel Vice President, Europe Sales and Marketing Vice President, Systems and Platform Development Vice President, Austin Wafer Fabrication Vice President, Information Systems Vice President, Corporate Controller Vice President, Information Integration and Access INTEGRATED CIRCUIT ENGINEERING CORPORATION AMD North American Company Profiles Jack Saltich William Siegle Vice President and General Manager, European Microelectronics Center Vice President, Integrated Technology Division and Submicron Development Center, and Chief Scientist Vice President, Corporate Quality Vice President, Communications President, Fujitsu AMD Semiconductor Ltd. Danne Smith Tom Sites Kimio Yanagida Products and Processes MOS MEMORY ANALOG DRAM SRAM ✔ ✔ Consumer/Automotive EPROM Voltage Regulator/Reference EEPROM ✔ ✔ Other (Including Non-Volatile RAM) General Purpose Logic Gate Array Field Programmable Logic Comparator DIGITAL BIPOLAR ✔ ✔ Standard Cell ✔ Data Conversion Other (Includes Telecom) MOS LOGIC ✔ Interface Flash Memory ROM ✔ Amplifier ✔ Bipolar Memory General Purpose Logic Gate Array/Standard Cell ✔ Other Special Purpose Logic Field Programmable Logic Other Special Purpose Logic ✔ MPU/MCU/MPR MOS MICROCOMPONENT ✔ ✔ ✔ MPU OTHER MCU Full Custom IC MPR Discrete DSP Optoelectronic AMD is organized into three focused product groups: AMD 1 (Microprocessor Products), AMD 2 (Communication Products), and AMD 3 (Non-Volatile Memory, Programmable Logic, and Embedded Processor Products). Microprocessor Products AMD5K86 Microprocessors—The first member of AMD’s K86 family of superscalar microprocessors, the 5K86 is a fifth-generation alternative to Intel’s Pentium. It is based on AMD’s 0.35µm CMOS technology and is initially offered in two versions. The 5K86-P75 and 5K86-P90 are said to offer performance greater than or equal to a 75MHz Pentium and a 90MHz Pentium, respectively. AMD’s sixth-generation offering is scheduled to start production in early 1997. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-23 AMD North American Company Profiles Am5x86 Microprocessors—The 5x86 is said to offer Pentium-class performance using a fourth-generation architecture. It is based on a 0.35µm CMOS process and runs at a quadrupled clock rate of 133MHz. Am486 Microprocessors—AMD’s 486DX4 microprocessors offer clock-tripled performance speeds of up to 120MHz and feature “enhanced” power management features. InterWave™ Audio Processor—This is a complete audio sound system on a chip for PC applications that supports many major audio standards. Communication Products AMD’s communications and networking products include ICs for public infrastructure, including subscriber line interface circuits (SLICs), subscriber line audio-processing circuits (SLACs™), and ISDN controllers; ICs for networking, including FDDI chips and PCnet™ Ethernet LAN devices; ICs for data communications, including PCI small computer systems interface (SCSI) circuits, serial communications controllers (SCCs), and TAXIchip™ devices; and ICs for wireless communications, including CT2 PhoX™ controllers for digital cordless telephones and PCnet-Mobile devices for wireless LANs. Non-Volatile Memory Products Am29Fxxx Flash Memories—The Am29Fxxx family of 5.0V-only sector-erase flash memory devices are available in densities ranging from 1M to 16M. Am29LVxxx Flash Memories—The Am29LVxxx family of 3.0V-only sector-erase flash memory devices are available in densities ranging from 2M to 8M. Am28Fxxx Flash Memories—This is the company’s first generation family of 5.0V/12.0V bulk-erase flash memory devices. They are available in densities ranging from 256K to 2M. EPROM Products—AMD’s CMOS UV and OTP EPROMs are offered in densities ranging from 64K to 4M. Low-voltage versions are available in 1M and 2M densities. ExpressROM Products—These are standard EPROM die that are pre-programmed and then encapsulated in plastic packaging before delivery. They are offered in densities ranging from 64K to 8M. Programmable Logic Products AMD’s PLD products include a variety of CMOS and bipolar programmable array logic (PAL) devices and its line of MACH (Macro Array CMOS High-Density) advanced complex PLDs (CPLDs) with densities as high as 20,000 gates and speeds as fast as 7.5ns. 1-24 INTEGRATED CIRCUIT ENGINEERING CORPORATION AMD North American Company Profiles Embedded Processor Products AMD’s E86™ Family of embedded processor products include several microprocessors and microcontrollers based on the company’s 186, 386, and 486 cores. The company has shifted its embedded product focus toward its growing E86 family and away from its venerable 29K™ family of embedded RISC processors. AMD will continue to support current product designs and customers using its 29K products. However, development of new 29K devices has been discontinued. AMD cited the high cost of supporting the proprietary architecture as the reason for putting an end to the product line. Other IC Products The company’s other IC products include bipolar PROMs and RAMs, FIFO memories, high-performance CMOS and bipolar bus interface devices, transmission line drivers and receivers, and dynamic memory management circuits. Semiconductor Fabrication Facilities AMD announced plans to build a $1.9 billion sub-half-micron semiconductor manufacturing facility in Dresden, Germany, for the manufacture of its K5 microprocessors and other generations of its K86 family. Groundbreaking is scheduled for the end of 1996, with production commencing by the end of 1998. In another move, AMD and Fujitsu broke ground in late 1995 on their second joint-venture manufacturing facility in Japan, a $1.2 billion fab for the production of flash memories. Advanced Micro Devices 5204 East Ben White Boulevard Austin, Texas 78741 Telephone: (512) 385-8542 Fab 10 Cleanroom size: 22,000 square feet (Class 100) Capacity (wafers/week): 4,500 Wafer size: 125mm Process: CMOS Products: PLDs Feature size: 0.9µm INTEGRATED CIRCUIT ENGINEERING CORPORATION Advanced Micro Devices 5204 East Ben White Boulevard Austin, Texas 78741 Telephone: (512) 385-8542 Fab 14 Cleanroom size: 22,000 square feet (Class 10) Capacity (wafers/week): 3,500 Wafer size: 150mm Process: CMOS Products: Flash memories, EPROMs Feature size: 0.8µm 1-25 AMD North American Company Profiles Advanced Micro Devices 5204 East Ben White Boulevard Austin, Texas 78741 Telephone: (512) 385-8542 Fab 15 Cleanroom size: 22,000 square feet (Class 10) Capacity (wafers/week): 3,500 Wafer size: 150mm Process: CMOS Products: Logic, telecom, and network ICs; MPUs; microperipheral ICs Feature size: 0.7µm Advanced Micro Devices 901 Thompson Place Sunnyvale, California 94088 Telephone: (408) 732-2400 Fab 17 and Submicron Development Center Cleanroom size: 42,500 square feet (Class 1) Capacity (wafers/week): 2,000 Wafer size: 150mm Process: CMOS Products: R&D, MPUs, flash memories Feature sizes: 0.35µm-0.8µm Advanced Micro Devices 5204 East Ben White Boulevard Austin, Texas 78741 Telephone: (512) 385-8542 Fab 25 Cleanroom size: 87,000 square feet (Class 1) Capacity (wafers/week): 6,250 Wafer size: 200mm Process: CMOS Products: MPUs, logic ICs, flash memories Feature sizes: 0.35µm, 0.5µm (0.25µm capability) Advanced Micro Devices Dresden, Germany Fab 30 Cleanroom size: 90,000 square feet Capacity (wafers/week): 6,000 Wafer size: 200mm Process: CMOS Products: MPUs, logic ICs Feature size: 0.25µm (0.18µm capability) (Expected to start production by the end of 1998.) Fujitsu AMD Semiconductor Ltd. Aizuwakamatsu, Fukushima Prefecture, Japan FASL I Cleanroom size: 70,000 square feet (Class 1) Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: Flash memories Feature sizes: 0.35µm, 0.5µm (0.25µm capability) Fujitsu AMD Semiconductor Ltd. Aizuwakamatsu, Fukushima Prefecture, Japan FASL II Cleanroom size: 88,000 square feet Capacity (wafers/week): 6,250 Wafer size: 200mm Process: CMOS Products: Flash memories Feature sizes: 0.25µm, 0.35µm (Scheduled to begin operations in 1997) AMD’s back-end manufacturing facilities are located in Penang, Malaysia; Bangkok, Thailand; and Singapore. In early 1996, AMD began the construction of a new assembly and test facility in Suzhou, China. 1-26 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles AMD Key Agreements • In early 1996, NexGen, Inc. merged with and into AMD. The merger brings together the engineering resources and sixth-generation microprocessor design of NexGen with AMD’s sub-0.35µm process technology and manufacturing capability to enable AMD to offer future generations of microprocessors in a competitive timeframe. AMD paid nearly $1 billion for NexGen. • AMD and Intel signed a new five-year cross-licensing agreement in early 1996 that gives the two companies rights to use each other’s patents and certain copyrights, excluding microprocessor microcode beyond the 486 generation. • AMD and Fujitsu opened a large flash memory fabrication facility in Japan in September 1994. Production of flash memory chips began in 1Q95. As an extension of their relationship, Fujitsu is OEMprocuring 1M and 2M flash devices from AMD for use in portable communications equipment. In late 1995, the partners began the construction of a second joint-venture fab in Japan. • Taiwan Semiconductor Manufacturing Co. (TSMC) was signed on as a foundry partner for AMD's Am486 microprocessors in late 1994. Production volumes started in 3Q95. The agreement is good through the end of 1997. • AMD announced in mid-1994 that SGS-Thomson Microelectronics would become a second source for all of AMD's 5-volt-only flash memory devices. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-27 AMI North American Company Profiles AMERICAN MICROSYSTEMS (AMI) American Microsystems, Inc. 2300 Buckskin Road Pocatello, Idaho 83201 Telephone: (208) 233-4690 Fax: (208) 234-6795 Web Site: www.amis.com IC Manufacturer Financial History ($M) Sales 1991 86 1992 135 1993 150 1994 171 1995 221 Employees 1,375 1,685 1,657 1,265 1,265 Company Overview and Strategy Established in 1966, American Microsystems Inc. (AMI) was a pioneer in the development of application specific ICs (ASICs). Today, the company's products and services range from digital and mixed-signal ASICs, to CMOS foundry services, application-specific standard products (ASSPs), and high-level integrated solutions through multichip modules. AMI currently specializes in producing both digital and mixed-signal systems on a chip and is the number one U.S. manufacturer of mask ROMs. The company is comprised of three business units and two divisions: the Mixed-Signal Business Digital ASIC Business Unit, the Foundry Business Unit, the Standard Products Division, and the Products Division, which specializes in contract manufacturing solutions utilizing multichip modules. the five units has the responsibility, along with the marketing and engineering resources needed, respective products and services. Unit, the Multichip Each of to sell its Recently, AMI's sales strategy underwent a significant shift from a primary focus on direct sales to increased reliance on the company's growing international network of manufacturer's representatives, distributors, and design centers. This network markets AMI's cell-based and gate array ASICs as well as its ROMs. 1-28 INTEGRATED CIRCUIT ENGINEERING CORPORATION AMI North American Company Profiles Multichip Products 1% Other Standard 1% Cell 10% Standard Products 11% Foundry 35% Mixed Signal 14% Gate Array 28% 1995 Sales by Business Segment AMI's products serve markets such as telecommunications, consumer electronics, computer peripherals, military, industrial, and automotive equipment. Distributor 2% Automotive 5% Other 3% Industrial 13% Military 13% ROW 6% Europe 2% Japan 2% Communications 29% Consumer 17% EDP 18% 1995 Sales by End-Use Market North America 90% 1995 Sales by Geographic Region Management Gerald "Jerry" E. Homstad Harold Blomquist Randy Cook Grant Hulse Paul Pimentel Tom Schiers Dan Schroeder Tony Cabiedes Al Morrison Troy Murray Marv Yancey President and Chief Executive Officer Vice President, Sales Vice President, Multichip Products Division Vice President, Standard Products Vice President, Finance/Purchasing Vice President, Digital ASICs Vice President, Operations Director, Mixed-Signal Director, Foundry Manager, Site Services Manager, Sub-Micron Program INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-29 AMI North American Company Profiles Products and Processes AMI offers the following products and services: • • • • Standard-cell and gate array digital ASICs Mixed-signal ASIC development services Mask programmable ROMs (16K to 16M density) Digital and mixed-signal ASIC design software • • • • Foundry services Contract design and manufacturing Multichip modules Custom packaging AMI's digital ASIC standard library, which supports both gate arrays and standard cells, contains over 500 cells and operates from 2.5V to 5.5V. Its arrays have up to 464,000 usable gates. AMI's mixed-signal processes allow the analog voltage to run from –5V to +5V or from 0V to 12V, and will accommodate a wide range of functions. The company's semiconductor products are fabricated using CMOS and NMOS process technologies, with geometries as fine as 0.6µm. In 1996, the company will complete construction of Fab 10 (see section below), which will provide the capability to process devices with 0.35µm feature sizes. Semiconductor Fabrication Facilities AMI 2300 Buckskin Road Pocatello, Idaho 83201 Cleanroom size: 33,000 square feet (Class 10) Capacity (wafers/week): 6,500 Wafer size: 125mm Processes: CMOS, NMOS Products: ASICs, ROMs, telecom and datacom ICs, MCMs, foundry services Feature sizes: 0.6µm-5.0µm CMOS; 3.0µm-5.0µm NMOS AMI Pocatello, Idaho Fab 10 (startup in 4Q96) Cleanroom size: 40,000 square feet (Class 1) Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Feature size: 0.35µm-2.0µm AMI's facility in the Philippines performs sort and final testing, while assembly work is contracted out. Key Agreements • AMI has an alliance with WSI Inc. to jointly develop mask-programmable versions of WSI's line of microcontroller peripherals and both companies are separately marketing the complete range of devices. AMI is manufacturing the parts. 1-30 INTEGRATED CIRCUIT ENGINEERING CORPORATION Anadigics North American Company Profiles ANADIGICS Anadigics, Inc. 35 Technology Drive Warren, New Jersey 07059-5197 Telephone: (908) 668-5000 Fax: (908) 668-5068 IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 7 (6) 6 Employees 1992 20 (2) 5 1993 29 2 7 2 1994 35 2 9 5 1995 51 7 12 9 115 200 270 320 Company Overview and Strategy Anadigics was founded in 1985 when it initiated macrocell development. A year later, it completed construction of its wafer fab, and in 1987, started GaAs IC production with the introduction of both MMIC and fiber optic IC products. Today, the company is a leading designer and producer of GaAs ICs for highvolume, high-frequency receiver applications. The company launched its initial public offering in April 1995. The company had originally relied on defense contracts to survive. However, with lucrative military pacts becoming more of a rarity, Anadigics looked to the commercial and consumer electronics marketplaces to sell its products. Today, Anadigics has established itself as a leading supplier of high-volume, low-cost, highperformance analog GaAs ICs for applications including direct broadcast satellite (DBS) systems, cable television systems, cellular telephones, fiber optic communications, and personal communication systems (PCS). INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-31 Anadigics North American Company Profiles Engineering Services 4% Asia-Pacific 31% Europe 37% North America 32% 1995 Sales by Geographic Region Fiber Optics 19% Cable TV 21% Wireless 29% Direct Broadcast Systems 27% 1995 Sales by End-Use Market Management Ron Rosenzweig George Gilbert Charles Huang, Ph.D. John F. Lyons Robert Baytuns Sheo Khetan Javed S. Patel Phillip Wallace President and Chief Executive Officer Executive Vice President and Chief Operating Officer Executive Vice President, Market Research and Business Development Senior Vice President and Chief Financial Officer Vice President, Research and Technology Vice President, Manufacturing Vice President, Marketing and Sales Vice President, Product Development Products and Processes Among the company's GaAs IC products are low-noise block converters and tuners for DBS systems, upconverter chips for use in cable TV converters, cellular telephone power amplifiers and receivers, and fiber optic (SONET) transimpedence amplifiers. Anadigics produces all of its ICs in its GaAs MESFET process. Semiconductor Fabrication Facilities Anadigics, Inc. 35 Technology Drive Warren, New Jersey 07059-5197 Cleanroom size: 10,000 square feet (Class 10) Capacity (wafers/week): 400 Wafer size: 3in Process: GaAs MESFET Feature size: 0.5µm 1-32 INTEGRATED CIRCUIT ENGINEERING CORPORATION Analog Devices North American Company Profiles ANALOG D EVICES (ADI) Analog Devices, Inc. One Technology Way P.O. Box 9106 Norwood, Massachusetts 02062-9106 Telephone: (617) 329-4700 Fax: (617) 326-8703 Web Site: www.analog.com IC Manufacturer Financial History ($M), Fiscal Year Ends October 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 538 8 89 52 1992 567 15 88 66 1993 666 44 94 67 1994 773 74 107 91 1995 942 119 134 213 Employees 5,200 5,200 5,300 5,400 6,000 Company Overview and Strategy Analog Devices, Inc. (ADI) was founded in 1965 and is today a leading designer and manufacturer of highperformance linear, mixed-signal, and digital integrated circuits that address a wide range of real-world signal processing applications. The company's products are typically incorporated by OEMs in equipment, instruments, and systems for a variety of applications, including communications equipment; computers and computer peripherals; engineering, medical, and scientific instruments; factory automation equipment; military/aerospace equipment; high-end consumer electronic products; and automotive equipment. Computer 8% Other 14% Factory Automation/ Military/ Instrumentation Aerospace 42% 14% Communications 22% 1995 Sales by End-Use Market INTEGRATED CIRCUIT ENGINEERING CORPORATION Japan 17% ROW 11% North America 44% Europe 28% 1995 Sales by Geographic Region 1-33 Analog Devices North American Company Profiles Analog Devices’ products can be divided into four groups: general purpose, standard-function linear ICs (SLICs), including amplifiers and data converters; special-purpose linear and mixed-signal ICs (SPLICs) and general-purpose digital signal processing ICs (DSP ICs); hard disk drive ICs; and assembled products such as hybrids and multichip modules. Integrated circuits accounted for 92 percent of the company's total revenues in fiscal 1995. Assembled Products 8% Hard Disk Drive ICs 4% SPLICs and DSP ICs 24% SLICs 64% 1995 Sales by Product Group ADI's strategy is to focus on major opportunities for DSPs and SPLICs as its primary sources of revenue growth, while at the same time, continuing its efforts to sell traditional SLIC product lines, which remain its largest cash and profit generators. In addition, the company plans to continue to extend its core technologies to include new technologies, such as RF/IF signal processing for wireless communications applications and surface micromachining for automobile air bag system accelerometers. Management Ray Stata Jerald G. Fishman J.B. Archinard Ross Brown Dennis Buss David D. French Russell K. Johnsen Rob Marshall Robert McAdam Brian McAloon Joseph E. McDonough Joe Reichbach Volkmar Schaldach Shozo Sugiguchi Goodloe Suttler Geoffrey R. M. Thomas Franklin Weigold 1-34 Chief Executive Officer President and Chief Operating Officer Vice President and General Manager, Assembled Products Division Vice President, Human Resources Vice President, Technology Development Vice President and General Manager, Computer Products Division Vice President and General Manager, Communications Products Division Vice President, Worldwide Manufacturing Vice President and General Manager, Standard Linear Products Division Vice President, Sales Vice President, Finance, and Chief Financial Officer Vice President, Sales, North America Vice President, Sales and Marketing, Europe Vice President, Sales and Marketing, Japan Vice President, Planning and Quality Improvement Vice President and Manufacturing General Manager, ADSC Vice President and General Manager, Transportation and Industrial Products Division INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Analog Devices Products and Processes Analog Devices offers high-performance linear, digital, and mixed-signal ICs such as data converters, amplifiers, voltage references and comparators, signal processors and conditioners, application-specific ICs for the consumer, disk drive, telecommunications, and automotive industries, and temperature and accelerometer sensors. SLICs Analog Devices principal SLIC products are high-performance amplifiers and data converters. Other SLIC products include analog signal processors, voltage references, and comparators. The company continues to expand its SLIC product line to include offerings in areas where it traditionally has had limited focus, primarily interface circuits and power management ICs, and to include a much larger number of products designed to operate from single-supply 3-volt or 5-volt power sources. SPLICs and DSPs ADI’s SPLICs and DSP ICs, which are collectively referred to as system-level ICs, are multi-function devices that feature high levels of functional integration on a single chip. Most SPLICs are mixed-signal devices and the balance are linear-only devices. The DSP ICs include both digital-only devices and mixed-signal ICs that include a DSP core along with data conversion and analog signal processing circuitry. The company also offers sensors and surface micromachined ICs. Hard Disk Drive ICs Chips in this category are used in hard disk drives that serve as rotating mass storage devices in equipment such as PCs, workstations, and network servers. These ICs process analog signals from a hard disk drive’s read/write head. Assembled Products The company’s assembled products consist of hybrids, multichip modules (MCMs), and printed-board modules (primarily I/O modules used in industrial control and factory automation equipment). In addition to utilizing standard bipolar and CMOS process technologies, ADI employs a number of proprietary processes specifically tailored for use in manufacturing high-performance linear and mixed-signal SLICs and SPLICs. Semiconductor Fabrication Facilities Analog Devices meets most of its need for wafers fabricated using linear and mixed-signal processes with company-owned production facilities and uses third-party wafer fabricators for most wafers that can be produced on industry-standard digital processes. Its two principal foundries are Taiwan Semiconductor Manufacturing (TSMC) and Singapore’s Chartered Semiconductor Manufacturing. During 1995 and early 1996, Analog Devices expanded its relationships with TSMC and Chartered in response to the rapid growth of its systems IC business (see Key Agreements). Together with the current expansions of its own fab facilities, these actions will provide Analog Devices access during 1996 to approximately 2.5 times more digital CMOS capacity than it had available in 1995. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-35 Analog Devices North American Company Profiles Expansion of company-owned fabs included the installation of its first 150mm wafer line in its Irish fab facility. The new line, completed in fiscal 1995, is currently producing 750 wafers per week, rising to 1,200 per week in 1998, and 2,000 per week in 1999. The company is also upgrading its fab in Wilmington, Massachusetts, to run 150mm wafers, starting in 3Q96. In early 1996, Analog Devices announced it would establish Massachusetts, dedicated to the development and production of The fab will be located in a building previously used by Polaroid fab is expected to run its first production parts, micromachined fabricated in ADI’s Wilmington, Massachusetts, wafer fab. a wafer fabrication facility in Cambridge, the company’s surface micromachined ICs. Corporation as an R&D fab. By 1Q97 the accelerometers, which are currently being Analog Devices, Inc. Semiconductor Division 804 Woburn Street Wilmington, Massachusetts 01887 Cleanroom size: 34,000 square feet Capacity (wafers/week): 2,500 Wafer size: 100mm (upgrading to 150mm) Processes: CMOS, BiCMOS, bipolar Products: Linear ICs, DSPs, ASICs Feature sizes: 1.0µm CMOS 1.5µm BiCMOS, bipolar 4.0µm BiCMOS, complementary bipolar Analog Devices, Inc. PMI Division 1500 Space Park Drive Santa Clara, California 95052 Capacity (wafers/week): 1,750 Wafer size: 100mm Processes: CMOS, BiCMOS, bipolar Products: Linear ICs Feature size: 1.5µm Analog Devices, Inc. 610 East Weddell Drive Sunnyvale, California 94089 Cleanroom size: 20,000 square feet Capacity (wafers/week): 3,500 Wafer size: 150mm Process: CMOS, bipolar Products: Linear ICs (Acquired from Performance Semiconductor in 1995) Analog Devices, B.V. Bay F-1 Raheen Industrial Estate Limerick, Ireland Cleanroom size: 15,000 square feet Capacity (wafers/week): 5,000 Wafer sizes: 100mm, 150mm Processes: CMOS, BiCMOS Products: Linear and mixed-signal ICs, ASICs Feature sizes: 0.6µm, 1.0µm, 2.0µm Analog Devices has its own test and assembly facilities located in the United States, Ireland, the Philippines, and Taiwan. Expansions of the latter two facilities began in 1995. 1-36 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Analog Devices Key Agreements • ADI licensed its ADSP-21xx 16-bit digital signal processor core to AMD and Acer Laboratories (Taiwan) in early 1996. AMD will embed the core in communications-related ICs and Acer Labs will use it for future PC telephony and telephone-answering devices. • Analog Devices announced a license agreement with Hitachi in February 1996 for Hitachi’s 16-bit microprocessor H8/300H core. ADI also has the option of licensing Hitachi’s next-generation H8S/2000 core. The core will be used by ADI’s Wireless Communications Division. • Analog Devices expanded its relationship with TSMC in fiscal 1995 to include a series of advance payments to the Taiwanese company totaling $22 million in exchange for a guaranteed amount of 200mm wafer capacity over the period from 1996 to 1999. • The company entered into an additional agreement with Chartered in early 1996, whereby ADI agreed to pay Chartered $20 million for guaranteed access to certain quantities of submicron 200mm wafers through fiscal 2000. Originally in 1995, Analog Devices made an equity investment of $20 million in Chartered Semiconductor in exchange for access to 0.5µm, 200mm wafer capacity during 1996. • In early 1996, Aspec Technology licensed to Analog Devices its high-density ASIC architectures. The agreement includes Aspec’s family of embedded array and standard cell architectures, as well as associated design tools. • Analog devices entered an agreement with Noise Cancellation Technologies Inc. (NCT) to provide design and foundry services for NCT's first line of custom chipsets. • Analog Devices is working with DSP Group to provide DSP Group's TrueSpeech voice compression technology on ADI's digital signal processors. • Analog Devices has an alliance with IBM in the joint design, production, and marketing of mixed-signal and RF ICs based on IBM's silicon-germanium (SiGe) process technology. • Analog Devices is developing surface micromachined accelerometers with Delco Electronics and MartinMarietta for both defense and commercial applications. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-37 Array Microsystems North American Company Profiles ARRAY MICROSYSTEMS Array Microsystems, Inc. 1420 Quail Lake Loop Colorado Springs, Colorado 80906 Telephone: (719) 540-7900 Fax: (719) 540-7950 Fabless IC Supplier Employees 38 Company Overview and Strategy Array Microsystems, founded in 1990, designs, develops, and markets high-performance digital signal processing (DSP) products with a focus on video compression technologies and system level designs for multimedia applications. Array's mission is to become the leading supplier of optimum performance, lowcost digital motion video chipset solutions for consumer and professional markets. Array is a privately held company that began operations with assets, personnel resources, products, and technology developed from 1984 to 1989 by Honeywell Signal Processing Technologies. Presently about 80 percent of the firm’s business comes from military-type customers. Management Surendar S. Magar, Ph.D. Tom Kopet E. Flint Seaton Shannon Shen, Ph.D. David W. Still Paul Vroomen President and Chief Executive Officer Vice President, Systems Engineering Vice President and Chief Financial Officer Vice President, IC Technology Vice President, IC Engineering Vice President, Marketing and Sales Products and Processes Array Microsystems has developed a complete line of processor and controller ICs, SRAM memory modules, software simulators, and processor boards. The company's first product family, the a66, includes proprietary VLSI chipsets, development tools, and array processor boards that set industry performance standards for frequency domain processing. Array's two-chip video compression chipset, based on unique vector data flow architecture, forms the core of the VideoFlow product family. One of the chips is called an image compression coprocessor (ICC) and the other a motion estimation coprocessor (MEC). 1-38 INTEGRATED CIRCUIT ENGINEERING CORPORATION Array Microsystems North American Compa ny Profiles Semiconductor Fabrication Facilities Array Microsystems is a fabless IC supplier. including Samsung and Atmel. The company's devices are produced by other companies, Key Agreements • Array Microsystems signed a technology development pact with Samsung that provided Array with a strong foundry partnership. The two companies codeveloped the initial VideoFlow video compression technology. The deal provides Array with access to Samsung's advanced 0.5µm and 0.35µm CMOS fab capacity for the manufacture of its products. In 1993, Samsung secured a 20 percent equity ownership position in Array Microsystems, and in mid-1995, Samsung increased its stake to 37 percent with an additional $4 million investment. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-39 Atmel North American Company Profiles ATMEL Atmel Corporation 2125 O'Nel Drive San Jose, California 95131 Telephone: (408) 441-0311 Fax: (408) 436-4200 Web Site: www.atmel.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 120 10 15 7 1992 140 14 18 14 1993 222 30 26 74 1994 375 59 43 183 1995 634 114 70 270 875 998 1,250 1,900 2,900 Company Overview and Strategy Atmel designs, manufactures, and markets a broad array of high-performance CMOS memory, logic, and analog integrated circuits. Founded in 1984, the company serves the manufacturers of communications equipment, computers, and computer peripherals as well as producers of instrumentation, consumer, automotive, military, and industrial equipment. Much of Atmel's ICs are based on its proprietary non-volatile memory technology. The company's name was derived from A dvanced technology: me mory and logic. MCU 4% ASIC 14% EEPROM 24% Analog 3% Flash Memory 28% EPROM/ Other Memory 27% 1995 Sales by Device Type 1-40 Japan 15% North America 44% Asia 16% Europe 25% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION Atmel North American Company Profiles Atmel is a leading supplier of EPROM, EEPROM, and flash memory components. Nevertheless, the company is shifting its focus away from being primarily a memory company toward having a balanced portfolio of memory and logic products. Still, the company hopes to continue expanding its share of the memory market even as logic products take over a larger share of its production capacity. Atmel has made several acquisitions over the past few years in support of its core product lines, nonvolatile memory and logic ICs. The company bought out FPGA supplier Concurrent Logic in 1993, acquired Seeq Technology's EEPROM product line in early 1994, and made a minority investment in SRAM producer Paradigm Technology in 1995 in return for certain SRAM product rights. The company’s most substantial acquisition came in April 1995, when it purchased a majority interest (75 percent) in the French IC manufacturer ES2. By the end of 1995, Atmel increased its ownership of the company to more than 90 percent and renamed it Atmel-ES2. Atmel is expanding Atmel-ES2’s existing fab facility and is constructing a new 0.35µm, 200mm wafer fab at the site that will be operational by 1997. Management George Perlegos Gust Perlegos Tsung-Ching Wu Ralph Bohannon Kris Chellam Chih Jen B. Jeffrey Katz Krish Panu Jack Peckham Bernard Pruniaux Mikes Sisois Graham Turner President and Chief Executive Officer Vice President and General Manager Vice President, Technology Vice President, Manufacturing Vice President, Finance and Administration, and Chief Financial Officer Vice President, Asian Operations Vice President, Marketing Vice President, North American Sales Vice President and General Manager, ASIC Operations Vice President, Atmel-ES2 Operations Vice President, Planning and Information Systems Vice President, European Sales Products and Processes Atmel's products are outlined below. NonVolatile Memory ICs • EPROMs—Standard, high-speed, and low-voltage parts ranging in density from 256K to 8M. • EEPROMs—Serial-interface parts ranging in density from 1K to 64K. —Parallel-interface parts ranging in density from 4K to 4M. • Flash memories—Single voltage supply (5V or 2.7V) parts ranging in density from 256K to 4M. Programmable Logic Devices and Field Programmable Gate Arrays • PLDs—Generic PAL-type ICs including fast, low-power, and 3V flash-based versions of the standard 22V10, 16V8, and 20V8. —Complex PLDs with densities to 5,000 gates. • FPGAs—SRAM-based devices with 2,000 to 20,000 usable gates and very low power. Partial or full reconfiguration, in system, during normal operation. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-41 Atmel North American Company Profiles ASIC Devices • Gate arrays—High speed with up to 1.2 million routable gates. • RFID ASICs—Analog, digital, and memory on a single-chip ASIC. • Cell based ASICs—Mixed-technology. Other Products • Microcontrollers—Combine Intel's 80C51 core logic with 1K, 2K, 4K or 8K of Atmel's flash memory. • Standard logic devices—Multimedia system, controllers/chipsets. • Flash memory cards. • Spread spectrum cordless phone chipset. Atmel uses proprietary CMOS and BiCMOS technology for the processing of its chips. Most products are produced with 0.8µm and 0.6µm line widths. The company's newest Colorado Springs fab facility is capable of producing ICs with 0.4µm feature sizes. Semiconductor Fabrication Facilities Atmel Corporation 1150 East Cheyenne Mountain Boulevard Colorado Springs, Colorado 80906 Telephone: (719) 567-3300 Fab 3 Cleanroom size: 33,900 square feet (Class 10) Capacity (wafers/week): 5,000 Wafer size: 150mm Processes: CMOS, BiCMOS Products: EEPROMs, EPROMs, flash memories, PLDs, FPGAs, ASICs, MCUs, linear ICs Feature sizes: 0.6µm, 0.8µm, 1.0µm Atmel Corporation 1150 East Cheyenne Mountain Boulevard Colorado Springs, Colorado 80906 Telephone: (719) 567-3300 Fab 5 Cleanroom size: 43,000 square feet (Class 1) Capacity (wafers/week): 7,000 Wafer size: 150mm Process: CMOS Products: EEPROMs, flash memories, EPROMs Feature size: 0.4µm Atmel-ES2 Zone Industrielle 13106 Rousset Cedex France Telephone: (33) (42) 33-40-0 Fab 6 Cleanroom size: 15,000 square feet Capacity (wafers/week): 1,500 Wafer size: 150mm Process: CMOS Products: Cell-based ASICs, MCUs Feature sizes: 0.6µm, 0.8µm, 1.0µm Atmel-ES2 Zone Industrielle 13106 Rousset Cedex France Telephone: (33) (42) 33-40-0 Fab 7 Cleanroom size: 60,000 square feet Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: Cell-based ASICs, MCUs Feature sizes: 0.35µm, 0.6µm (Scheduled to start production by the end of 1996) Atmel maintains a facility for IC test and qualification at its headquarters in San Jose and assembly work is performed offshore. 1-42 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Atmel Key Agreements • Atmel and Paradigm Technology formed an alliance in May 1995 concerning Paradigm's SRAM products. Atmel provides manufacturing capacity for Paradigm's SRAMs in exchange for product rights. Atmel also purchased approximately 19 percent of Paradigm. The companies are developing new-generation SRAMs with speeds below 8ns. • Atmel-ES2 licensed from Advanced RISC Machines in mid-1995, the ARM7DMI 32-bit RISC processor core and associated software tools. • Atmel has a cross-licensing and product exchange agreement with Philips Semiconductors covering several of each company's proprietary PLDs. • Atmel established an agreement with Wireless Logic Inc. of Hong Kong in 1994 that calls for the codevelopment and joint marketing of special-purpose DSP and microcontroller chipsets for the spreadspectrum wireless communications market. • IBM Microelectronics licensed Atmel's FPGA technology in 1993. IBM also has rights to second source versions of Atmel FPGAs (to date IBM has not exercised that right). Both companies will codevelop new FPGAs. • Fuji Film Microdevices and Atmel are collaborating in the development of flash memory-based products such as ATA-interface memory cards. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-43 Austin Semiconductor North American Company Profiles AUSTIN SEMICONDUCTOR Austin Semiconductor, Inc. 8701 Cross Park Drive Austin, Texas 78754-4566 Telephone: (512) 339-1188 Fax: (512) 835-8358 Fabless IC Supplier Financial History ($M) Sales Employees 1993 7 1994 14 1995 19 60 110 114 Company Overview and Strategy Austin Semiconductor, Inc. (ASI) was founded in 1988 to supply high-reliability semiconductors and microcircuit devices to the military and aerospace industries. In 1993, privately-held ASI acquired the Micron Semiconductor Military Products Group, and now supplies standard memory chips to those industries. The company's business is currently divided into two distinct groups: a custom product line and a standard product line (consisting primarily of the former Micron products). At the end of 1995, about 70 percent of ASI's business was in memory products, with the balance in custom products. Management Roger C. Minard H. Donald Ludwig Marty Lanning Ed Walker President and Chief Executive Officer Vice President and General Manager, Operations Vice President, Marketing Director, Sales Products and Processes ASI's standard IC products include: 64K to 16M DRAMs, 64K to 4M SRAMs, 1M VRAMs, and SCSI interface processors. ASI also has the right to introduce military-grade versions of Micron's new products as they are brought out. ASI's custom product capabilities include testing and packaging of a wide array of custom memory products, interface devices, and analog/digital communications products. ASI is also capable of manufacturing devices using a silicon-on-sapphire (SOS) process. In 1996, DRAMs, SRAMs, EEPROMs, and flash memories will be available. 1-44 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Austin Semiconductor Semiconductor Fabrication Facilities ASI is a fabless IC supplier, but maintains a Class 100 assembly, packaging, and test facility on site. As part of its purchase of Micron's military products group, ASI receives wafers from Micron. The firm also uses other major manufacturers for the fabrication of its product wafers. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-45 Benchmarq North American Company Profiles BENCHMARQ MICROELECTRONICS Benchmarq Microelectronics, Inc. 17919 Waterview Parkway Dallas, Texas 75252 Telephone: (214) 437-9195 Fax: (214) 437-9198 Web Site: www.benchmarq.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income 1994 23 2 Employees 1995 29 4 180 Company Overview and Strategy Benchmarq Microelectronics, founded in 1989, has a worldwide presence in the power-sensitive and portable electronic systems marketplace. It provides integrated IC and module solutions that address realworld problems in managing battery-operated, low-power, and power-sensitive equipment. Benchmarq's products are adopted by companies producing PCs, cellular phones, telecommunications equipment, and portable electronics systems. In 1995, international sales accounted for approximately 50 percent of total sales. Management Derrell Coker Will Davies Reginald McHone Wallace E. Matthews Jim Vernon David Freeman David Heacock Loren Reifsteck 1-46 President and Chief Executive Officer Vice President, Manufacturing Operations Vice President, Finance and Administration, and Chief Financial Officer Vice President, Technology Vice President, Sales Director, System Product Development Director, Marketing and Corporate Communications Director, Quality Technology and Assurance INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Compan y Profiles Benchmarq Products and Processes Benchmarq's product portfolio consists of CMOS and BiCMOS mixed-signal circuits. The focus is on lowpower, battery-backed ICs and ICs for battery management. Geometries on its devices range from 0.8µm to 1.2µm. Benchmarq’s IC product families include: • Battery management ICs and modules that provide fast charge control, sophisticated battery conditioning, and “gas gauge” capacity monitoring of many different types of battery-operated systems. • Real-time clock ICs and modules, which provide highly integrated clock/calendar solutions for microcomputer-based designs. The RTCs are available with 3V or 5V operation. • Nonvolatile SRAM (nvSRAM) and PSRAM (nvPSRAM) ICs in densities ranging from 64K to 16M. • Nonvolatile controller ICs and modules that provide power monitoring, write protection, and supply switching to convert standard SRAM and a battery backup into a reliable, predictable nonvolatile memory. Semiconductor Fabrication Facilities The company is fabless, relying instead on domestic and overseas foundries for wafer fabrication. Burn-in and test of ICs and value-added assembly of hybrid circuits is performed at the company's headquarters in Texas. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-47 Bit North American Company Profiles BIT Bit Incorporated 9400 Southwest Gemini Drive Beaverton, Oregon 97008-7193 Telephone: (503) 520-1800 Fax: (503) 520-1700 Fabless IC Supplier Employees 30 Company Overview and Strategy Bit Incorporated was originally established as Bipolar Integrated Technology, Inc. in 1983. As Bipolar Integrated Technology, the company developed, manufactured, and marketed VLSI products for the highperformance computing and communications markets using proprietary bipolar ECL technology. However, financial troubles forced the company to shut down its wafer fab in February 1993 and begin reforming itself as a designer and supplier of specialized ICs for emerging networking and data communications markets. In early 1995, the company began conducting business under its current name. Bit is currently developing IC solutions for ATM and other LAN technologies. It is also completing product development and technology licensing deals with other semiconductor firms, which are expected to introduce ATM chips that have been designed by Bit. Management Steven S. Hubbard Louis Pengue President and Chief Executive Officer Vice President, Marketing and Sales Products and Processes Bit's first product in a line of LAN communications ICs is the BN2002, a single-chip solution for an eight-port Ethernet Switch. 1-48 INTEGRATED CIRCUIT ENGINEERING CORPORATION Brooktree North American Company Profiles BROOKTREE Brooktree Corporation 9868 Scranton Road San Diego, California 92121-3707 Telephone: (619) 452-7580 Fax: (619) 452-1249 Web Site: www.brooktree.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends September 30 Sales Net Income R&D Expenditures Employees 1991 83 10 18 1992 92 13 19 1993 111 28 23 1994 109 2 26 1995 138 13 28 536 540 568 578 607 Company Overview and Strategy Founded in 1981, Brooktree designs, develops, and markets high-performance digital and mixed-signal integrated circuits for computer graphics, imaging, multimedia, communications, and automated test equipment (ATE) applications. In the past, Brooktree’s revenues had been heavily dependent on its graphics product line. However, since 1992, Brooktree has been busy transitioning its business focus toward highly integrated devices for the communications, imaging, and multimedia markets. As a percent of total revenues, Brooktree’s graphics business shrank to 36 percent in 1995 from 87 percent in fiscal 1992. Meanwhile, its communications business grew from six percent to 26 percent during those years. Multimedia 3% ATE 15% Imaging 18% Graphics 36% Communications 28% 1995 Sales by End-Use Market INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-49 Brooktree North American Company Profiles With its newer communications and multimedia product lines, the company believes it is well positioned to capitalize on the convergence of the business, entertainment, and computer industries. Sales to foreign customers accounted for 52 percent of the company’s total revenues in fiscal 1995. Management James A. Bixby Robert W. Zabaronick Anthony C. D'Augustine Phillip L. DenAdel Pete R. Fowler David C. Gelvin Edward P. Holtaway Stewart Kelly David H. Russian Jeffrey R. Teza David G. Matty President and Chief Executive Officer Senior Vice President, Human Resources Vice President, Graphics and Imaging Strategic Business Unit Vice President, Operations Vice President, Worldwide Sales and Corporate Marketing Vice President, Multimedia Strategic Business Unit Vice President, Corporate Quality Vice President, Communications Strategic Business Unit Vice President, Finance and Chief Financial Officer Vice President, Technology and Business Development Director, Research and Development Products and Processes Brooktree’s product offering consists of digital and mixed-signal VLSI circuits that address four target markets: computer graphics and imaging, communications, multimedia, and ATE. Graphics and Imaging Products The company’s principal graphics products are RAMDACs, which are an integration of static random access memory (RAM), logic, and digital-to-analog converter (DAC) technology on a single integrated circuit, and VideoDACs, which are stand-alone video-speed DACs. Brooktree’s graphics chips service applications ranging from relatively low-resolution laptop computers to ultra-high resolution workstations. Several of the company’s multimedia devices integrate RAMDAC technology. Brooktree’s family of mixed-signal imaging ICs includes decoders for use in a range of applications such as video capture in desktop and portable PCs, video conferencing, and video editing/authoring platforms, and encoders for use in the emerging digital video consumer market, which includes digital broadcast settop boxes, CD interactive, and karaoke players. The company believes it holds approximately one-third of the market share in the imaging IC business. Communications Products Brooktree's communications products target applications for high-speed voice, data, and video transmission within wide-area network (WAN), metropolitan-area network (MAN), and local-area network (LAN) environments. Its current product lines for these applications include T1/E1 and T3/E3 framer/controllers, protocol controllers, HDSL (high-bit-rate digital subscriber line) devices, ATM (asynchronous transfer mode) devices, ADPCM (adaptive differential pulse code modulation) devices, and SMDS (switched multimegabit digital service) devices. 1-50 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Brooktree Multimedia Products In October 1994, Brooktree announced its first multimedia product, the BtV MediaStream media accelerator, which combines hardware and software to optimize audio, graphics, and full-motion video performance in a wide range of PC applications for the home and office. In the fourth quarter of calendar 1995, Brooktree announced the BtV 3D MediaStream media accelerator as a pin-compatible upgrade for the earlier 2D version. The 3D MediaStream accelerator incorporates such advanced features as perspective correct texture mapping and Z-buffer depth cueing to target the emerging segment of consumer entertainment PCs that feature 3D capabilities. The BtV media accelerators are fully-integrated chipsets consisting of four chips, the MediaStream controller, an audio I/O subsystem, a videostream decoder, and a packetized data DAC (PACDAC). To complement the industry-standard synthesis of the BtV audio stream, Brooktree also provides a software-based wavetable synthesis solution, called WaveStream. ATE Products In 1994, Brooktree announced that its long-term strategic plans would not include the development of new ATE products. The company discontinued the development of future ATE products but continues to market its existing devices for ATE applications. A significant percentage of Brooktree’s products are currently based on 0.8µm CMOS process technology. New product designs are based on 0.6µm CMOS technology, and the company expects that by mid-1997, all new designs will be at the 0.35µm level. Some of the company’s products, predominantly in its ATE and certain graphics product lines, utilize bipolar technology. Semiconductor Fabrication Facilities Brooktree's advanced mixed-signal technology can be manufactured using standard semiconductor wafer fabrication and device assembly processes. The company currently relies on outside sources for the fabrication of its CMOS and bipolar wafers and the assembly of its ICs, while design and test are handled internally. To help ensure continued wafer supply, Brooktree strengthened its manufacturing alliances in 1994 and 1995. The company announced long-term supply arrangements with Chartered Semiconductor Manufacturing of Singapore, Seiko Epson of Japan, and TSMC of Taiwan (see Key Agreements). Brooktree was notified in 1994 by its primary suppliers of bipolar wafers that they would be discontinuing the manufacture of such wafers. The company was given last-time-buy notices that were good through the middle of 1996. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-51 Brooktree North American Company Profiles Key Agreements • In October 1995, Brooktree entered two agreements with Taiwan’s TSMC which grant the company options to obtain an additional supply of wafers through the year 2000. Brooktree has said it may make prepayments to TSMC in 1996 and 1997 totaling about $59 million, in return for discounts on future 200mm wafer purchases. • In August 1994, Brooktree agreed to pay Seiko Epson $47 million to assist the Japanese company in the expansion of its advanced submicron wafer fab. In consideration for the payment, Seiko agreed to provide Brooktree a guaranteed minimum supply of wafers. • Brooktree invested approximately $11 million in Chartered Semiconductor in February 1994 to obtain a minority equity position in Chartered and receive guaranteed foundry capacity for 0.5µm, 200mm wafers. • Brooktree linked up with DEC in 1994 to jointly develop and market a family of graphics chips for the highperformance desktop and workstation markets. 1-52 INTEGRATED CIRCUIT ENGINEERING CORPORATION Burr-Brown North American Company Profiles BURR -BROWN Burr-Brown Corporation P.O. Box 11400 Tucson, Arizona 85734-1400 Telephone: (602) 746-1111 Fax: (602) 889-1510 Web Site: www.burr-brown.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 179 (10) 20 12 1992 163 1 18 5 1993 169 3 20 7 1994 194 6 22 12 1995 269 29 26 18 Employees 1,649 1,566 1,547 1,825 1,900 Company Overview and Strategy Founded in 1956, Burr-Brown Corporation is primarily engaged in the design, manufacture, and marketing of a broad line of proprietary standard high-performance analog and mixed-signal ICs used in the processing of electronic signals. The company also integrates its ICs into system components including PC data acquisition and signal processing products, data collection systems, and data entry terminals. Applications that Burr-Brown's products target include: industrial control and automation; precision test and measurement equipment; telecommunications systems; medical and scientific instrumentation; medical imaging; digital audio and multimedia; electronic musical and professional audio equipment; and computers and peripherals. Burr-Brown is moving away from its traditional focus on older IC processing technologies—primarily linear bipolar—and instead going in new directions such as CMOS and BiCMOS technologies. The company has also been strategically shifting some of its production to outside foundries, a trend that is expected to continue in order to put a cap on internal production costs. In early 1996, Burr-Brown sold its interest in Power Convertibles Corporation (PCC). PCC formerly a majorityowned affiliate of Burr-Brown, manufactures DC-to-DC converters and battery charges used in cellular telephone applications. Burr-Brown will continue to focus on its analog and mixed-signal IC business. In 1995, Burr-Brown set new directions for its foreign operations. Burr-Brown’s Japanese subsidiary is now concentrating exclusively on the digital audio market, while the company’s Livingston Scotland operations have been re-directed from subcontract manufacturing to in-house product R&D. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-53 Burr-Brown North American Company Profiles Power Conversion Products* 10% Other 6% Analog ICs 42% Europe 29% Data Conversion ICs 42% North America 36% Asia 35% *Sold its affiliate that produced these products in early 1996. 1995 Sales by Product Type 1995 Sales by Geographic Region PC/Multimedia 6% Telecom 12% Test and Instrumentation 24% Consumer* 29% Industrial 29% *Digital Audio and Video 1995 Sales by Application Management Syrus P. Madavi John L. Carter Michael M. Pawlik Paul Prazak Robert E. Reynolds Bryan Rooney R. Mark Stitt Charles Lewis Toshiyuki Yamasaki President and Chief Executive Officer Executive Vice President and Chief Financial Officer Vice President, Marketing Vice President, Data Conversion Division Vice President, Operations Vice President, Worldwide Sales Vice President, Linear Division General Manager, Scotland Division President, Japan Operations Products and Processes Burr-Brown's product portfolio includes operational, instrumentation, power, and isolation amplifiers, optoelectronic ICs, digital audio devices, digital-to-analog and analog-to-digital converters, data communications products, LAN products, microterminals, design and development software, and board-level microcomputer subsystems. The company’s products are manufactured using processes that include bipolar, complementary bipolar, CMOS, and BiCMOS. 1-54 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Burr-Brown The following describes the various processes that Burr-Brown utilizes in the manufacture of its ICs. 40 Volt Bipolar Process: This is a high-voltage (40V) bipolar process (±15V or 36V power supplies) used to make high-voltage operational and instrumentation amplifiers. High precision in these products is made possible by the capability of ion implanted JFETs and trimmable resistors. Other typical products made from this process are universal active filters, isolation amplifiers, and high-voltage power amplifiers. 20 Volt Bipolar Process: This is a lower voltage (20V) bipolar process especially suited for data acquisition and PCM components. These are faster circuits utilizing smaller devices with lower Rc. Trimmable resistors allow high precision products. Dielectrically Isolated Bipolar Process: This is a dielectrically isolated high-voltage bipolar (40V) process used for low noise, high precision, and low drift. Very high-performance amplifiers are built using this process where the noise and drift characteristics are important, especially in the medical equipment markets that it serves. Complementary Bipolar Dielectrically Isolated Process: This is a dielectrically isolated process with complementary NPN and PNP bipolar transistors. It is used to manufacture high-voltage operational amplifiers, voltage-to-frequency converters, and sample/hold circuits. CMOS Double-Level Metal Poly-Poly Process: This is a 3.0µm double-level metal CMOS process which also makes use of parasitic bipolar devices. This is a ±5V process with compatible thin film resistors and very high quality poly-poly capacitors. It produces high density, high precision (16-bit and 18-bit) single and dual analog-to-digital and digital-to-analog converters. BiCMOS Process: This double-poly, double-metal 3.0µm process is optimized for analog circuitry including critical thin-film resistor capability. The process is primarily used for data conversion products. Processes not available internally are sourced from various foundries, including Mitel Semiconductor, Oki, Hualon Microelectronics, and Taiwan Semiconductor Manufacturing Co. (TSMC). Such processes include 2.0µm, 1.2µm, and 0.6µm BiCMOS and CMOS processes, and a very high-frequency bipolar process for products such as video amplifiers. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-55 Burr-Brown North American Company Profiles Semiconductor Fabrication Facilities Burr-Brown Corporation 6730 South Tucson Boulevard Tucson, Arizona 85706 Cleanroom size: 30,000 square feet Capacity (wafer/week): 4,200 Wafer size: 100mm (Planning conversion to 150mm wafers) Processes: CMOS, Bipolar, BiCMOS Products: Digital and linear ICs, monolithic and hybrid assembly Feature size: 2.0µm-3.0µm Burr-Brown has IC assembly facilities in Tucson and Scotland. The company also incorporated multichip module (MCM) assembly capability in its Tucson facility in 1995. Key Agreements • In 1995, Burr-Brown signed a foundry agreement with TSMC. using 0.6µm technology for Burr-Brown. TSMC will produce advanced products • Burr-Brown is jointly developing with Oki 20-bit BiCMOS A/D and D/A converter chips for business digital audio equipment. 1-56 INTEGRATED CIRCUIT ENGINEERING CORPORATION C-Cube Microsystems North American Company Profiles C-CUBE MICROSYSTEMS C-Cube Microsystems Inc. 1778 McCarthy Boulevard Milpitas, California 95035 Telephone: (408) 944-6300 Fax: (408) 944-6314 Web Site: www.c-cube.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1991 6 (8) 6 1992 14 (5) 7 Employees 1993 24 (1) 7 1994 45 5 10 1995 124 25 14 112 140 165 Company Overview and Strategy Founded in 1988, C-Cube Microsystems is a provider of highly integrated, standards-based, programmable digital video and still image compression products and systems. The company's innovative encoder, decoder, and codec products bring full motion video and still image capabilities to a broad range of enduser products in the consumer electronics, computer, and communications markets. Such products include video CD players, interactive game equipment, and computer add-in cards that allow full-motion video, desktop video conferencing systems, interactive digital cable TV systems, and direct broadcast satellite (DBS) systems. In 1995, C-Cube acquired Media Computer Technologies (MCT), a supplier of PC-based digital video processing and video-windowing technology. As a subsidiary of C-Cube, MCT will be responsible for developing ASICs, reference designs, application software, and contributing to development projects of CCube’s PC customers. U.S. 30% International 70% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-57 C-Cube Microsystems North American Company Profiles Management Alexandre A. Balanski, Ph.D. President and Chief Executive Officer Mark K. Allen Vice President, Operations James G. Burke Vice President, Finance and Administration, and Chief Financial Officer Brian T. Conners Vice President, Sales Alex Daly Vice President, Marketing Richard Foreman Vice President and Chief Information Officer Sai-Wai Fu Vice President, Hardware Engineering Didier Le Gall, Ph.D. Vice President, Research and Development Richard S. Rasmussen Vice President and General Manager, JPEG Division Senjeev Renjen, Ph.D. Vice President, Decoder Engineering Products and Processes C-Cube's single-chip and chipset products include: MPEG 1 video and audio/video encoders and decoders for consumer electronics applications; highly integrated MPEG 1 video and audio/video decoders, JPEG codecs, multistandard codecs, video conferencing codecs, and multimedia video processors for computer applications; and MPEG 2 video encoders and decoders and MPEG 2 transport demultiplexers for communications applications. The company also markets a line of design example boards and demonstration systems products. C-Cube’s IC products are currently manufactured using two- or three-layer metal CMOS process technology with 0.8µm, 0.65µm, and 0.5µm feature sizes. New products are being designed with 0.35µm technology. Semiconductor Fab Facilities C-Cube does not manufacture its own ICs; it uses independent foundries. The company’s principal IC foundry is Texas Instruments. Other foundry partners include Matsushita, Yamaha, TSMC, and Samsung. AMD is also a foundry partner, but it is not presently manufacturing products for C-Cube. Assembly, test, and packaging of its devices is also subcontracted to third parties. Key Agreements • In October 1995, C-Cube licensed Sun Microsystems’ MicroSparc processor core technology for use in a multifunction chip, to be introduced in 1997, intended for digital compression and decompression. • C-Cube entered into an agreement with Matsushita, JVC, and Sharp to jointly develop MPEG 1 and MPEG 2 decoders. Matsushita also provides C-Cube with preferential access to its 0.5µm and 0.35µm manufacturing processes. In return, Matsushita has the rights to use and sell a limited amount of the decoders. • C-Cube has an agreement with TI under which TI provides C-Cube with foundry services in exchange for access to its core technology for use in creating derivative products. In addition, C-Cube has access to TI’s MPEG audio decoding technology on a reciprocal basis. C-Cube has a similar agreement with AMD. 1-58 INTEGRATED CIRCUIT ENGINEERING CORPORATION California Micro Devices North American Company Profiles CALIFORNIA MICRO DEVICES (CMD) California Micro Devices Corporation 215 Topaz Street Milpitas, California 95035-5430 Telephone: (408) 263-3214 Fax: (408) 942-9505 IC Manufacturer Financial History* ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Employees 1992 22 (0.3) 2 1993 30 1 4 1994 27 (7) 3 1995 36 (31) 4 1996 40 5 3 204 247 273 229 240 *Financial history has been adjusted to reflect a change in fiscal year from ending in June to ending in March. Company Overview and Strategy Founded in 1980, California Micro Devices (CMD) is a designer, manufacturer, and marketer of integrated passive electronic component (IPEC™) products and analog and mixed-signal integrated circuits. The company's IPECs, built using its silicon-based thin film materials and process technology, integrate multiple passive elements onto a single integrated circuit. They address resistor, resistor network, and capacitor applications in computers and communications equipment. The company's analog and mixed-signal ICs are designed primarily for telecommunications applications. Recently, the company’s product mix has shifted toward thin film products, which accounted for 64 percent of sales in 1995. The company is also developing a new line of products referred to as P/Active circuits. This new product line will combine CMD’s thin film technology with active semiconductor components and techniques to create enhanced passive networks called applications specific passive networks (ASPNs). INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-59 California Micro Devices Auto 2% Military 2% Medical 4% Instruments 6% North American Company Profiles Other 4% PCs/Peripherals 36% Workstations 16% Communications 30% 1995 Sales by End-Use Market International 33% North America 67% 1995 Sales by Region Management Jeffrey C. Kalb Bob Filiant P.R. "Hari" Hariharan, Ph.D. Richard W. Helfrich Rao R. Penumarty Basker B. Rao, Ph.D. Arieh Schifrin John E. Trewin President and Chief Executive Officer Vice President, Worldwide Sales Vice President, Product Development Vice President, Sales and Marketing Vice President and General Manager, Milpitas Operations Vice President and General Manager, Tempe Operations Vice President, Operations Vice President and Chief Financial Officer Products and Processes CMD's thin film products include precision resistors, resistor networks, capacitors, capacitor networks, resistorcapacitor networks, resistor-capacitor-diode networks, and IPEC products. The company's analog and mixed-signal integrated circuits include data communications and interface devices, as well as telecommunication dual tone multi-frequency (DTMF) receiver and transceiver products. These products are used in personal computers, answering machines, telephones, and switching systems. They are manufactured in 1.25µm through 3.0µm BiCMOS and CMOS processing technologies. CMD also offers the use of its fabrication facilities as a foundry and test service. 1-60 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles California Micro Devices Semiconductor Fabrication Facilities California Micro Devices Microcircuits Division 2000 West 14th Street Tempe, Arizona 85281 Telephone: (602) 921-6000 Cleanroom size: 16,000 square feet (Class 1) Capacity (wafers/week): 1,000 Wafer size: 125mm Processes: CMOS (SM/DP, DM/SP, DM/DP); BiCMOS (SM/DP, DM/DP) Products: Linear and mixed-signal ICs, thin film devices, foundry services Feature sizes: 1.25µm-3.0µm CMOS; 1.25µm, 1.5µm BiCMOS California Micro Devices 215 Topaz Street Milpitas, California 95035-5430 Cleanroom size: 10,000 square feet Capacity (wafers/week): 750 Wafer size: 100mm Products: Thin film discretes Key Agreements • California Micro Devices has a comprehensive strategic alliance with Hitachi Metals, Ltd. (HML), a subsidiary of Hitachi, Ltd., that involves joint IPEC product development, manufacturing, marketing, and worldwide distribution. Also under the alliance, HML purchased a 10 percent stake in CMD. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-61 Calogic North American Company Profiles CALOGIC Calogic Corporation 237 Whitney Place Fremont, California 94539 Telephone: (510) 656-2900 Fax: (510) 651-3025 IC Manufacturer Employees 105 Company Overview and Strategy Calogic is a privately held company, founded in 1983. The company offers a line of standard and full custom semiconductor products made using several technologies including CMOS/DMOS and bipolar. Its product line is specifically designed for high-performance applications. The company strives to form relationships with its customers by offering technical expertise from design to processing to final test. Management Manny Del Arroz Charlie Bevivino Brenda Hill President Director, Sales Director, Marketing Products and Processes Calogic offers bipolar standard products (e.g., switches, multiplexers, and op amps) and CMOS, DMOS, and JFET full custom ICs. Calogic acquired a small signal discrete line from Harris and now offers one of the broadest small signal FET product lines in the industry. In addition, Calogic offers its production facilities as a foundry service. CRT Related Products: CRT driver amplifiers (30MHz to 185MHz) Pre-amplifiers Buffers Video Products: Widebank buffers and amplifiers Instrumentation Products: Op amps References Analog switches Full Custom and Semicustom Capabilities: Design, layout, manufacturing, and test 1-62 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Calogic Discretes: High-speed lateral DMOS FET switch and switch arrays (switching speeds under 1ns) Vertical MOS FET switches JFETs MOSFETs Diodes Calogic’s process technologies include a dielectrically isolated (DI) complementary bipolar process, a high frequency (1GHz), low-noise bipolar process, and a medium-voltage, medium-frequency, bipolar process for supply voltages up to ±20 volts. Semiconductor Fabrication Facilities Calogic Corporation 237 Whitney Place Fremont, California 94539 Cleanroom size: 10,000 square feet Capacity (wafers/week): 900 Wafer size: 100mm Processes: CMOS, DMOS, bipolar Products: ASICs (gate arrays, full custom ICs); peripheral, linear, and logic ICs; discretes Feature sizes: 1.5µm-5.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-63 Catalyst North American Company Profiles CATALYST S EMICONDUCTOR Catalyst Semiconductor, Inc. 2231 Calle de Luna Santa Clara, California 95054 Telephone: (408) 748-7700 Fax: (408) 980-8209 Fabless IC Supplier Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Employees 1992 29 (7) 7 1993 33 (2) 5 1994 54 (22) 7 1995 49 2 7 1996 60 n/a 9 100 90 60 60 65 Company Overview and Strategy Catalyst Semiconductor, established in 1985, designs, develops, and markets a broad range of nonvolatile memory IC products that have applications in the computer, wireless communications, network, automotive, and instrumentation markets. The company's strategy is to become a leading supplier of flash memory devices while maintaining its position as a leading supplier of EEPROM products. Management C. Michael Powell Chris Carstens Heber Clement Irvin Kovalik Alan Renninger Radu Vanco Donald Witmer Mike Shamshirian 1-64 President and Chief Executive Officer Vice President, Quality and Reliability Vice President, Operations Vice President, Sales Vice President, Technology Development Vice President, Engineering Vice President, Finance and Administration, and Chief Financial Officer Director, Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Catalyst Products and Processes Catalyst's family of nonvolatile devices includes flash memories (1M, 2M, and 4M), serial EEPROMs (1K to 16K), parallel EEPROMs (16K to 256K), battery-backed SRAMs, and NVRAMs (i.e., shadow RAMs and devices that combine EEPROM with SRAM). Catalyst also offers a line of BiCMOS data converters and other specialized products such as its application-specific electrically erasable devices (ASEEDs™). Most of the company's products are designed and manufactured using a 1.2µm CMOS EEPROM process or a 0.7µm flash memory process. Catalyst's 4M flash memory ICs are based on a 0.7µm process and its 16M parts will use a 0.5µm process. The 4M and 16M devices are a result of a joint-development agreement between Catalyst and Oki. Semiconductor Fabrication Facilities Through the establishment of long-term licensing agreements, Catalyst has contracts with Oki, Seiko Epson, Chartered Semiconductor, and Newport Wafer-Fab Ltd. (Wales, U.K.) for the fabrication its devices. Key Agreements • In 1996, Catalyst announced an agreement with United Microelectronics Corp. (UMC). As part of the agreement, UMC will take a 10 percent equity stake in Catalyst and will provide significant wafer foundry capacity. Also, UMC and Catalyst will jointly develop 0.5µm and 0.35µm process technologies, geared for flash memory products. The first 0.5µm flash devices are expected to be available in 4Q96. • In November 1995, Catalyst signed a cross-licensing agreement with Intel. Catalyst with the right to utilize all of Intel’s flash memory patents. The agreement provides • Catalyst signed on Wales, U.K.-based Newport Wafer-Fab Ltd. in May 1995 for the manufacture of its EEPROMs and for process technology development. • Catalyst formed an alliance with Zilog that calls for the joint development of 20M and 40M 2.5-inch solidstate disk drives merging Catalyst's flash memory devices with Zilog's compression and controller technology. The two companies are also developing other devices combining flash and microcontroller technology. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-65 Cherry Semiconductor North American Company Profiles CHERRY SEMICONDUCTOR Cherry Semiconductor Corporation 2000 South County Trail East Greenwich, Rhode Island 02818-0031 Telephone: (401) 885-3600 Fax: (401) 885-5786 IC Manufacturer Financial History ($M), Fiscal Year Ends February 28 1992 1993 1994 1995 1996 229 5 266 10 275 11 339 15 425 11 36 3 1 45 5 4 56 7 7 75 11 17 99 5 20 415 450 500 550 975 Corporate Sales Net Income Semiconductor Sales Net Income Capital Expenditures Employees Company Overview and Strategy Formed in 1972 as Micro Components Corporation, Cherry Semiconductor originally manufactured linear bipolar ICs with a focus on the photography market. In 1977, MCC was acquired by The Cherry Corporation and renamed Cherry Semiconductor Corporation (CSC). The market orientation of CSC began to include more automotive business as the photo market began to sag. In 1985, the company committed to two major market focuses: automotive and computer. Within these two markets, CSC focused further on four applications areas: dedicated automotive, power supply control, motor control, and memory management (high-performance disk drive circuits). In 3Q95, CSC was reorganized into three business groups: automotive OEM, automotive electronics, and computer and industrial. 1-66 INTEGRATED CIRCUIT ENGINEERING CORPORATION Cherry Semiconductor North American Company Profiles Europe 5% Telecom 16% Computer 16% Asia-Pacific 14% Automotive 68% 1996 Semiconductor Sales by End-Use Market United States 81% 1996 Semiconductor Sales by Geographic Region Management Alfred S. Budnick Andrew F. Durette Walter E. McMann President, Cherry Semiconductor Executive Vice President Vice President, Finance and Administration Products and Processes Cherry Semiconductor designs and builds standard linear ICs and semicustom and full-custom ICs (ASICs). The company’s automotive ICs are most often custom designs, while its standard ICs are usually targeted at the computer market. CSC developed its high-performance PowerSense™ BiCMOS process for automotive circuits. It is a mixedsignal process that allows analog power functions and compact digital logic to be combined on a single chip. It uses 15 masks and has five critical alignments. In addition, CSC has developed a 16-volt BiCMOS process for disk drive applications and a 2.5MHz bipolar process for computer applications. The firm’s bipolar processes feature vertical and lateral PNP transistors, up-down isolation, and low leakage diodes. Semiconductor Fabrication Facilities Cherry Semiconductor Corporation 2000 South County Trail East Greenwich, Rhode Island 02818 Cleanroom size: 24,000 square feet Capacity (wafer/week): 2,500 Wafer sizes: 100mm, 150mm Processes: Bipolar, BiCMOS Products: Linear ICs and ASICs Feature size: 1.4µm Key Agreements • Cherry Semiconductor is working with Motorola to develop ASICs for the automotive industry. companies struck their first agreement in the late 1980's. INTEGRATED CIRCUIT ENGINEERING CORPORATION The two 1-67 Chip Express North American Company Profiles CHIP EXPRESS Chip Express Corporation 2903 Bunker Hill Lane, Suite 105 Santa Clara, California 95054 Telephone: (408) 988-2445 Fax: (408) 988-2449 Web Site: www.elron.net:80/chipx Fabless IC Supplier Financial History ($M) Sales Employees 1994 10 1995 18 80 110 Company Overview and Strategy Chip Express started its operations in 1990 when it was spun out from Elron Electronics Industries Ltd. (an Israeli high technology holding company). The company offers complete time-to-market ASIC solutions featuring three high-performance gate array families. The first product, the laser personalized gate array (LPGA), is used for fast prototyping and emulation of gate arrays. The LPGA can be delivered to the customer in 24 hours. The second product, the OneMask® Gate Array is intended for low volume production requirements. OneMask devices can be delivered in one week. Finally, the HARD Array® family of products offer cost competitive high-volume gate array production that can be ready to deliver in one month. The company has over ten patents for the laser programming machine, called the QuICk® System, the laser personalizing architecture, and other proprietary design tools. Chip Express’ gate array libraries support popular CAE platforms such as Synopsys, Cadence, and Viewlogic. Management Zvi Or-Bach Howard Brodsy Paul Indaco Uzi Yoeli 1-68 President and Chief Executive Officer Vice President, Finance Vice President, Sales Vice President, Research and Development INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Chip Express Products and Processes Chip Express offers ASICs from prototype to production. The company uses CMOS processes with geometries of 1.0µm, 0.8µm, and 0.65µm in double and triple layer metal. Semiconductor Fabrication Facilities Chip Express provides prototyping and production services with on-site manufacturing. The company has a 37,000 square foot facility that provides gate array prototyping and low volume production services. The laser-based QuICk System operates in a computer room environment. The QuICk System enables the personalization of one die at a time. Chip Express uses base arrays that are manufactured by international gate array vendors and are compatible with their gate array families. In order to personalize the devices, predefined links are disconnected by the laser. Thus, in a single operation, with 16,000 cuts per second, the QuICk System disconnects the predefined links of multi-layer metal gate arrays. A real time computer and image processing system use the Cut-List to control the automatic laser cutting process. The prototype is personalized in a self-contained Class 100 laminar air flow cell. The OneMask operation for low volume production operates in a cleanroom environment, processing one wafer at a time, in a single etch step. Chip Express presently offers arrays of up to 80,000 gates. By the end of 1996, the company will introduce its new module array architecture, the CX2000 family, with up to 225K gates, plus 128K of RAM. The company has strategic alliances with three wafer foundries: Seiko Epson (Japan), Tower Semiconductor (Israel), and Yamaha (Japan). INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-69 Chips and Technologies North American Company Profiles CHIPS AND T ECHNOLOGIES Chips and Technologies, Inc. 2950 Zanker Road San Jose, California 95134-2126 Telephone: (408) 894-0600 Fax: (408) 894-2085 Fabless IC Supplier Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures Employees 1991 225 (10) 53 1992 141 (64) 46 1993 98 (49) 23 1994 73 3 12 1995 105 9 13 595 400 220 180 185 Company Overview and Strategy Founded in 1984, Chips and Technologies (also known as Chips) supplies advanced semiconductor devices to the worldwide personal computer industry. The company has a product portfolio that includes display controllers, graphics accelerators, video devices, communications ICs, and system logic chipsets. These products are built into a wide range of systems from compact portables to high-performance desktop computers. Chips' system logic chipset business has fallen from representing 87 percent of total revenues in fiscal 1989 to 25 percent in 1995. The focus of Chips is now on fewer, more profitable products, with resources directed toward single chip systems for emerging markets such as graphics controllers for notebook PCs. Future plans are to move beyond graphics, core logic, and I/O to add multimedia products, as well as more communications-related devices. I/O 10% Logic 25% Graphics 65% 1995 Sales by Device Type 1-70 Asia and Europe 47% North America 53% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION Chips and Technologies North American Company Profiles Management James F. Stafford Morris E. Jones, Jr. Keith Angelo Lee J. Barker Timothy R. Christofferson Richard E. Christopher Scott E. Cutler, Ph.D. Lawrence A. Roffelsen Tom Erjavac President and Chief Executive Officer Senior Vice President and Chief Technical Officer Vice President, Marketing Vice President, Operations Vice President, Finance and Chief Financial Officer Vice President, Sales Vice President, Software Technology Vice President, Engineering Director, Marketing Products and Processes Chips' product line includes CRT and flat-panel graphics controller ICs, graphical user interface (GUI) accelerators, PC video circuits, I/O and peripheral controllers, and system logic chipsets. The company's LCD controllers have been well received by makers of industry-leading products in the laptop, notebook, and sub-notebook industries. The firm's integrated circuits are built using bipolar, BiCMOS, and CMOS processes with geometries of 1.0µm to 2.0µm. Semiconductor Fabrication Facilities Chips and Technologies uses subcontractors for the fabrication and assembly of its semiconductor components. Currently its foundry partners include Chartered Semiconductor, IBM, NEC, Samsung, and TSMC. Key Agreements • Chips and Technologies signed a production agreement with Chartered Semiconductor. Under the agreement, Chips will make $20 million installments over the next year to Chartered in exchange for guaranteed production capacity support of 200mm wafers through 2000. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-71 Cirrus Logic North American Company Profiles CIRRUS LOGIC Cirrus Logic, Inc. 3100 West Warren Avenue Fremont, California 94538-6423 Telephone: (510) 623-8300 Fax: (510) 226-2240 Web Site: www.cirrus.com IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Employees 1992 218 17 42 1993 355 21 73 1994 557 45 127 1995 889 61 166 1996 1,147 (36) 239 973 1,353 1,854 2,331 3,500 Company Overview and Strategy Cirrus Logic, founded in 1984, is a leading supplier of proprietary integrated circuits and related software for multimedia (graphics, video, audio), wireline and wireless communications, magnetic hard disk and CD-ROM storage, and data acquisition in desktop, portable, and handheld computing systems, as well as in telecommunications and consumer electronics. Cirrus Logic targets emerging high growth markets as well as large existing markets that are undergoing major product or technology transitions. The primary focus is personal computers, a market which is transforming rapidly as PCs evolve from word processing and spreadsheet tools into high performance communications and multimedia computing platforms. Cirrus Logic is also applying its core technologies to emerging digital wireless communications and digital audio and video consumer markets. Cirrus Logic serves most of the major disk drive manufacturers as well as several multimedia and video conferencing equipment suppliers. Communications/ Wireless 15% Mass Storage 15% Other 10% Graphics 60% 1995 Sales by End-Use Market (est) 1-72 INTEGRATED CIRCUIT ENGINEERING CORPORATION Cirrus Logic North American Company Profiles Cirrus Logic has pursued a strategy of developing or acquiring key technologies and systems expertise to provide complete software-rich integrated solutions for its customers. The company has made substantial R&D investments and has completed several technology related acquisitions, including Pixel Semiconductor, Inc. (1991), Crystal Semiconductor Corporation (1991), Acumos Inc. (1992), Pacific Communication Sciences, Inc. (1993), PicoPower Technology, Inc. (1994), the 3D graphics chip technology of Austek Microsystems (1994), and the graphics and disk interface IC businesses of Appian Technology (1994). These efforts have broadened Cirrus Logic's technology base to include mixed-signal design, digital audio, graphics acceleration, modulation/demodulation algorithms, and digital wireless communications. Until fiscal year 1996, Cirrus Logic was profitable each year since its IPO (1989). However, blaming weak market conditions, a transition to new products, manufacturing difficulties, and an $11.6 million net loss in charges related to the layoff of 455 employees and restructuring within the company, Cirrus Logic’s net income was a negative $36 million during the 1996 fiscal year. As a result of its losses, Cirrus Logic planned to sell or spin off three product lines within its Visual and Systems Interface (VSys) subsidiary and will then reform VSys into a graphics-only enterprise. Among the divestitures is PicoPower Technology, which was purchased in 1994 but no longer fits with the central direction on the company. Cirrus Logic has pared about 20 other projects across the company as part of an ongoing effort to focus on three main markets: multimedia (2D/3D graphics/video and high-integration audio), communications (high-speed modems for fax, data, and Internet access), and mass storage (both hard disk and CD-ROM). Approximately 55 percent of Cirrus Logic's revenues come from sales in countries other than the U.S. Management Michael L. Hackworth Suhas S. Patil Michael L. Canning William W.Y. Chu James H. Clardy Robert V. Dickson David L. Lyon George N. Alexy William D. Caparelli Kenyon Mei C. Sena Reddy Sam S. Srinivasan William H. Bennett Halappa Ravindra President and Chief Executive Officer Executive Vice President, Products and Technology President, Mass Storage Products Company President, Graphics Company President, Crystal Semiconductor Corporation President, Graphics Company President, Pacific Communications Sciences, Inc. (PCSI) Senior Vice President, Marketing Senior Vice President, Worldwide Sales Senior Vice President and GM, Personal Systems Business Unit Senior Vice President, Manufacturing Senior Vice President, Finance and Administration, CFO, Treasurer, Secretary Vice President, Human Resources Vice President, Research and Development Products and Processes Graphics Cirrus Logic offers a broad range of graphics products. The company is a leading supplier of VGA and Super VGA graphics controllers for both CRT and LCD displays. Cirrus also offers GUI accelerators and 3D graphics accelerators. In 1995, it was the first to offer high-performance LCD graphics controllers that integrate 2D graphics and video playback on a single chip. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-73 Cirrus Logic North American Company Profiles Multimedia Cirrus Logic offers a wide variety of audio and video products through its Crystal Semiconductor and Pixel Semiconductor subsidiaries. The company is a leading supplier of 16-bit stereo codecs for PCs, using delta sigma technology to provide high quality audio and offering SoundBlaster, AdLib, Yamaha synthesis, and Microsoft business audio compatibility. The company also provides audio decompression and wave-table sound/music synthesis chips for the PC market, and audio products used in consumer products such as digital audio tape and digital compact cassettes, as well as in broadcast and automotive applications. Through its Pixel Semiconductor subsidiary, the company offers real-time digital video processing products for desktop PCs, video conferencing systems, and workstations. Its most advanced video processors can handle up to four video streams simultaneously. Wireline Communications Cirrus Logic introduced the industry's first two-chip intelligent fax/data/voice modem in 1992, and offers a more recent three-chip high performance version. The company is also an innovator in providing serial and parallel I/O devices for multi-channel, multi-protocol communications. Through its Crystal Semiconductor subsidiary, the company is a leading supplier of monolithic T1/E1 line interface circuits, CMOS Ethernet LAN line interface circuits, and infrared (IR) interface circuits. Its PCSI subsidiary supplies the Clarity series of wide area network system products. Wireless Communications Cirrus Logic, through its PCSI subsidiary, is a leader in the development of Cellular Digital Packet Data (CDPD) technology, offering base stations and subscriber units. The company also provides chips for digital cordless telephones operating in the 1.9GHz range, and is supplying chipsets for the U.S. IS54 digital cellular telephone market. Mass Storage Cirrus logic is a leading supplier of chips that perform the key electronics functions contained in advanced disk drives. Controllers are offered for the AT (IDE), PCMCIA, SCSI, and high-speed SCSI2 standards. Cirrus Logic began offering read-write electronics for disk drives in 1993, and was the first supplier to provide PRML data-detection technology in its ICs. The company recently introduced a pair of hard-drive controller chips featuring "ID-less" technology that it claims can add up to 10 percent to the capacity of a hard-disk drive. Power-Managed System Logic Cirrus Logic's acquisition of PicoPower Technology provided it with advanced power-saving system controllers and core logic chipsets for personal computers and portable and mobile electronics products. Despite the success of PicoPower Technology, it may be spun off or put up for sale during 1996 (see Company Overview and Strategy). 1-74 INTEGRATED CIRCUIT ENGINEERING CORPORATION North Americ an Company Profiles Cirrus Logic Data Acquisition Through its Crystal Semiconductor subsidiary, Cirrus Logic has established a broad line of analog-todigital converters consisting of general-purpose and low-frequency measurement devices. The family includes more than twenty products used in industrial automation, instrumentation, medical, military, and geophysical applications. The majority of Cirrus Logic's IC products are manufactured using 0.8µm, double-layer-metal CMOS and 0.6µm, triple-layer-metal CMOS process technologies, although some use other CMOS processes (high and low voltage), while others use BiCMOS or GaAs processes (for RF chips). Semiconductor Fabrication Facilities Cirrus Logic currently procures the majority of its wafers from outside wafer suppliers (about ten of them). In 1994, Cirrus Logic made a move to abandon its completely fabless approach by forming a joint venture with IBM to manufacture ICs for both companies at one of IBM's East Fishkill, New York, fab facilities. The venture is operating as a separate company, named MiCRUS (see Key Agreements). In late 1995, Cirrus Logic announced a program to invest approximately $2 billion over a five-year period to build and develop its manufacturing infrastructure. The program emphasizes both fab ownership and foundry relationships that target 0.35µm and 0.25µm process capabilities. The initial phase of the program was to commit additional money to the expansion of MiCRUS, and the formation of a new joint venture with Lucent Technologies (formerly AT&T Microelectronics). Slated to begin production in early 1997, the new joint venture will operate within an existing Lucent Technologies wafer fab in Orlando, Florida. The fab will be 40 percent owned by Cirrus Logic and 60 percent by Lucent Technologies. The two firms will equally split the production output, which will focus on 0.35µm and 0.25µm processing on 200mm wafers. Cirrus Logic also unveiled manufacturing partnerships with UMC and TSMC, as part of its multi-billion dollar manufacturing investment plan. Under a foundry venture agreement with UMC and two other U.S. semiconductor companies, a new company, United Silicon, Inc., will be formed. Production at the new fab is scheduled to commence in 1997. Meanwhile, Cirrus Logic will expand its current relationship with TSMC to include a long-term purchase agreement. Upon completion of the $2 billion manufacturing program, Cirrus believes that two-thirds of its total wafer requirement will be met from fabs in which it has partial ownership in (i.e., the company will eventually be 30 to 40 percent dependent on foundries for the production of its wafers, versus 100 percent in 1994). INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-75 Cirrus Logic MiCRUS 1580 Route 52 Hopewell Junction, New York 12533 Telephone: (914) 892-2121 Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: DRAMs, logic ICs Feature sizes: 0.5µm-0.8µm (Joint venture with IBM Microelectronics. See Key Agreements.) North American Company Profiles Lucent Technologies/Cirrus Logic Joint Venture 9333 South John Young Parkway Orlando, Florida 32819 Telephone: (407) 345-6000 Capacity (wafers/week): 2,500 Wafer sizes: 200mm Process: CMOS Products: ASICs, MPRs Feature sizes: 0.35µm, 0.5µm (Scheduled to start production in 1997.) Key Agreements • Cirrus Logic licensed the Rambus high-performance DRAM interface architecture in early 1995. license gives Cirrus the right to use the Rambus interface in its graphics controllers. The • Cirrus Logic is licensed to embed Advanced RISC Machines' ARM processor into its future ICs for communications, computer, consumer, and other applications. Cirrus is involved with Apple Computer in designing next-generation Newton chipsets based on the ARM architecture. • IBM and Cirrus Logic formed a joint manufacturing venture called MiCRUS in 1994. IBM and Cirrus Logic own 52 percent and 48 percent of MiCRUS, respectively. Volume production of logic chips for Cirrus and memory ICs for IBM began in mid-1995. The two companies have said they each will invest $160 million in MiCRUS over the next few years to expand its capacity and capabilities. For the time being, the agreement does not include product and/or technology exchange. • Cirrus Logic's Pixel Semiconductor subsidiary signed a deal with ITT Semiconductors in December 1993 to develop multimedia chips. Introduction of jointly-designed components for digital cable decoder boxes occurred in 1994. The firms will continue a wider exploration of both the video-on-a-PC and digital set-top box markets. • Cirrus Logic's PCSI subsidiary established a strategic alliance with AT&T Microelectronics (now Lucent Technologies) in 1993 to develop a Cellular Digital Packet Data (CDPD) system for cellular networks. • Anticipating a market that is expected to grow rapidly as new 3D titles appear for the PC platform, Cirrus Logic licensed 3DO’s 3D technology to use in its new line of 64-bit graphics accelerators. The chips should be ready for incorporation into customers’ products by the end of 1996. 1-76 INTEGRATED CIRCUIT ENGINEERING CORPORATION Crosspoint Solutions North American Company Profiles CROSSPOINT SOLUTIONS Crosspoint Solutions, Inc. 694 Tasman Drive Milpitas, California 95035 Telephone: (408) 324-0200 Fax: (408) 324-0123 Fabless IC Supplier Company Overview and Strategy With equity funding from ASCII Corporation, Crosspoint Solutions was founded in 1989 to develop a fieldprogrammable replacement for standard gate arrays. A proprietary cell and routing architecture, coupled with a unique interconnect technology, enable Crosspoint to meet the performance and density demands of the mainstream CMOS gate array market. Crosspoint was one of the first companies offering a fieldprogrammable challenge to gate arrays. Management Robert N. Blair Thomas Chan John Daws Scott Graham, Ph.D. Michael Levis Ian R. Mackintosh President and Chief Executive Officer Vice President, Manufacturing Vice President and Chief Financial Officer Vice President, Technology Development Vice President, Business Development and Product Marketing Vice President, Engineering Products and Processes The gate array granularity and transistor-level interconnect of Crosspoint's FPGA are made possible by the company's unique antifuse technology, for which several patents have been issued. An antifuse is a programmable switch that has a very high impedance initially, but exhibits a low resistance after programming. Crosspoint's unique antifuse fabrication technique provides antifuse elements with very low capacitance and low "on" resistance. This translates directly to higher operating speed. The programming is permanent and non-volatile, resulting in one-time-programmable (OTP) devices. In 1Q96, Crosspoint unveiled its CrossFire™ family of FPGAs. The devices range from 20K-100K total gates with an expected 60-80 percent being usable. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-77 Crosspoint Solutions North American Company Profiles Semiconductor Fabrication Facilities Crosspoint has a long-standing foundry partnership with Hitachi. LG Semicon was added on recently as a foundry partner (see Key Agreements). Key Agreements • In 1Q96, Crosspoint gave LG Semicon limited licensing, manufacturing, and marketing rights to its CP20K FPGA architecture in exchange for foundry access to LG’s 0.8µm and 0.6µm two- and three-layer metal IC technology. 1-78 INTEGRATED CIRCUIT ENGINEERING CORPORATION Cypress Semiconductor North American Company Profiles CYPRESS SEMICONDUCTOR Cypress Semiconductor Corporation 3901 North First Street San Jose, California 95134-1599 Telephone: (408) 943-2600 Fax: (408) 943-2796 Web Site: www.cypress.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 287 34 72 80 1992 272 (21) 65 32 1993 305 8 50 56 1994 406 50 53 112 1995 596 102 72 195 Employees 1,945 1,529 1,262 1,423 1,859 Company Overview and Strategy Founded in 1983, Cypress Semiconductor is a designer, developer, and manufacturer of high-performance digital integrated circuits for a variety of markets including networking, military, computers, telecommunications, and instrumentation. Military/Other 5% Computer Peripheral 17% Computer 22% Asia-Pacific 6% Telecommunications 29% Datacom 27% 1995 Sales by OEM Application Japan 9% Europe 19% North America 66% 1995 Sales by Geographic Region Suffering its first revenue decline in 1992, Cypress initiated a restructuring program. From the company's beginning, it had been known for its niche-market strategy of acquiring and managing smaller autonomous businesses. That approach, however, has been modified to take advantage of Cypress' lowered manufacturing costs, allowing the company to compete effectively in high-volume markets such as the PC market. Cypress has also turned to a more market-driven focus. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-79 Cypress Semiconductor North American Company Profiles Restructuring activities included the selling of its Sparc processor subsidiary, Ross Technology, to Fujitsu and the realignment of its subsidiaries Aspen Semiconductor and Multichip Technology under the company's current four business units: the Memory Products Division (MPD), the Programmable Products Division (PPD), the Data Communications Division (DCD), and the Computation Products Division (CPD). Cypress also made a few strategic acquisitions, including Seattle-based IC Designs, Inc., a supplier of clockfrequency synthesis chips for the PC market, and the high-speed FCT logic product line from Performance Semiconductor. Data Communications and Computation Products 19% Workstations 6% Military 7% Programmable Products 19% Memory Products 62% 1995 Sales by Product Division Other 10% Telecommunications 27% PCs 13% Peripheral 14% Datacom 23% 1995 SRAM Sales (~$300M) by Application Management T.J. Rodgers Antonio Alvarez Dan Barrett David Barringer Bernard Glasauer Emmanuel Hernandez Larry Jordan Jeff Kaszubinski Paul Keswick Jim Kupec Lothar Maier J. Daniel McCranie R. Michael Starnes Joyce Sziebert John Torode Ron Treadway William Verde Michael Villott 1-80 President and Chief Executive Officer Vice President, Research and Development Vice President, European Sales and Marketing Vice President, New Product Planning and Applications Vice President, Quality and Reliability Assurance Vice President, Finance and Chief Financial Officer Vice President, Marketing Vice President, Worldwide Manufacturing Vice President, Programmable Products Division Vice President, Memory Products Division Vice President, Worldwide Wafer Manufacturing Vice President, Marketing and Sales Vice President, Process Technology Vice President, Human Resources Vice President, Computation Products Division Vice President, Data Communications Division Vice President, Strategic Accounts Vice President, North American Sales INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Cypress Semiconductor Products and Processes Highlights of Cypress Semiconductor's product line is given below. Its integrated circuits are fabricated using proprietary 0.5µm, 0.65µm, and 0.8µm CMOS, BiCMOS, and bipolar technologies. SRAMs • 4K to 1M CMOS SRAMs • 64K and 256K BiCMOS SRAMs • 1K and 16K ECL SRAMs • 64-bit x 18 cache tag RAMs • 128K and 256K cache RAMs Specialty Memories and Memory Modules • Industry-standard FIFOs • Bidirectional FIFOs • Clocked FIFOs • Dual-port RAMs • Memory accelerator MCMs UltraLogic PLDs/FPGAs/Tools • Flash370 CPLDs (44-288 pins) • pASIC380 FPGAs (44-208 pins) • Development tools Industry-Standard PLDs/FPGAs • 20-pin CMOS/BiCMOS PLDs • 16V8 GAL-compatible PLDs • 22V10 flash/BiCMOS PLDs • MAX CPLDs (28-84 pins) • Antifuse-based FPGAs PROMs/EPROMs • 4K to 512K CMOS PROMs • 4K-1M CMOS EPROMs Data Communications • HOTLink point-to-point communications • Fast Ethernet, Fibre Channel, and ATM/ SONET transceivers/receivers Timing Technology Products • Motherboard frequency synthesizers • Low-power system logic devices • Graphics frequency synthesizers • Programmable products • Custom oscillators • Pentium clock synthesizers/drivers Logic and Bus Products • FCT logic chips • VMEbus controllers • ECL-TTL translators • Bit slice/multipliers • Programmable skew clock buffers • Low-skew clock buffers Semiconductor Fabrication Facilities Cypress Semiconductor Inc. 3901 North First Street San Jose, California 95134 Telephone: (408) 943-2653 Fab I Cleanroom size: 12,000 square feet Capacity (wafers/week): 1,000 Wafer size: 150mm Processes: CMOS, BiCMOS Products: R&D and Prototype Feature sizes: 0.35µm-0.8µm INTEGRATED CIRCUIT ENGINEERING CORPORATION Cypress Semiconductor (Texas) Inc. 17 Cypress Drive Round Rock, Texas 78664 Telephone: (512) 244-7789 Fab II (17 percent owned by Altera) Cleanroom size: 25,000 square feet Capacity (wafers/week): 2,700 Wafer size: 150mm Processes: CMOS, BiCMOS Products: SRAMs, PLDs, FPGAs, EPROMs, datacom ICs Feature sizes: 0.5µm-1.2µm 1-81 Cypress Semiconductor Cypress Semiconductor (Minnesota) Inc. 2401 East 86th Street Bloomington, Minnesota 55425 Telephone: (612) 851-5100 Fab III Cleanroom size: 20,000 square feet Capacity (wafers/week): 2,400 Wafer size: 150mm Processes: CMOS, BiCMOS Products: SRAMs, PLDs, FPGAs, logic chips, datacom ICs Feature sizes: 0.5µm-1.2µm North American Company Profiles Cypress Semiconductor (Minnesota) Inc. 2401 East 86th Street Bloomington, Minnesota 55425 Telephone: (612) 851-5100 Fab IV Cleanroom size: 30,000 square feet Capacity (wafers/week): 3,000 Wafer size: 200mm Processes: CMOS, BiCMOS Products: SRAMs, Specialty Memories Feature size: 0.5µm Cypress Semiconductor Round Rock, Texas Fab V Cleanroom size: 35,000 square feet Capacity (wafers/week): 5,000 (when fully equipped) Wafer size: 200mm Products: SRAMs, EPROMs, Logic ICs Feature sizes: 0.25µm-0.5µm Key Agreements • In 2Q96, Cypress settled its PLD litigation with AMD with a cross-licensing agreement. • Cypress expanded its agreement with Altera Corporation regarding Altera's MAX 5000 EPLD line to bring a family of smaller, faster devices to market. • Cypress formed an alliance with QuickLogic Corporation to develop products, technology, and design tools for high-performance FPGA architecture. Cypress also made a multi-million dollar equity investment in QuickLogic, giving Cypress a stake of less than 10 percent in the company. 1-82 INTEGRATED CIRCUIT ENGINEERING CORPORATION Cyrix North American Company Profiles CYRIX Cyrix Corporation 2703 North Central Expressway Richardson, Texas 75080-2010 Telephone: (214) 994-8388 Fax: (214) 699-9857 Web Site: www.cyrix.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 55 13 4 1992 73 8 8 1993 125 20 16 1994 246 38 25 1995 228 16 29 130 150 220 309 400 Company Overview and Strategy Founded in 1988, Cyrix Corporation designs, develops, and markets high-performance x86 softwarecompatible microprocessors for the desktop and mobile computer markets. The company seeks to serve the needs of the PC marketplace as an alternative source for x86 microprocessors of original design with competitive price/performance characteristics. For Cyrix, 1995 was a transitionary year. Due to the demise of the 486 market in the first half of the year and delayed introductions of new products, the company was unable to demonstrate growth over its record performance in 1994. However, by the end of 1995 Cyrix had introduced both its fifth-generation and sixthgeneration microprocessors, the Cyrix 5x86™ and 6x86™, placing it in a compelling competitive position against Intel’s Pentium and Pentium Pro microprocessors. Math Coprocessors 1% Europe 30% Asia-Pacific 44% Microprocessors 99% 1995 Sales by Device Type INTEGRATED CIRCUIT ENGINEERING CORPORATION North America 37% 1995 Sales by Geographic Region 1-83 Cyrix North American Company Profiles Cyrix has strategic alliances with IBM Microelectronics and SGS-Thomson Microelectronics for the production of its high-performance microprocessors. These agreements support the company's current strategy to focus its resources on product design, market development, and customer support. Management Gerald D. Rogers James N. Chapman Kevin C. McDonough Michael E. Barton Thomas B. Brightman Nancy B. DeChaud Russell N. Fairbanks, Jr. Timothy W. Kinnear Lewis R. Paceley Everett J. Roach Stephen A. Tobak President and Chief Executive Officer Senior Vice President, Sales Senior Vice President, Engineering Vice President, Sales, Americas Vice President, Business and Technology Development Vice President, Manufacturing Vice President, General Counsel, and Secretary Vice President, Finance, and Treasurer Vice President, Marketing Vice President, Sales, Asia Vice President, Corporate Marketing Products and Processes Cyrix’s first products were math coprocessors. The company delivered its first x86 microprocessors in 1992. It then moved quickly to develop a full line of 486 processors with advanced power management, clockdoubling capabilities, integrated math coprocessors, and write-back cache. Now the company is pushing its fifth-generation 5x86 and sixth-generation 6x86 high-performance processors (the 486 products are no longer in production). Cyrix’s 6x86 (formerly called the M1) is based on a superscalar, superpipelined architecture and a RISC core. The 6x86 line consists of three microprocessors, the 6x86-P133+ with a 110MHz clock speed, the 6x86P150+ with a 120MHz clock, and the 6x86-P166+ with a 133MHz clock. The P+ nomenclatures suggest which specific higher-clock-rate Intel Pentium each of the members best compete with. Cyrix expects to bring out its seventh-generation microprocessor, the M3 or 7x86, in 1997. In the meantime, the company’s M2 processor, which will feature greater multimedia support, will begin sampling in 4Q96. The company currently uses 0.65µm five-layer metal CMOS technology for its 6x86 products. In the second half of 1996, the company will employ 0.5µm five-layer metal process technology for certain of its products. In March 1996, Cyrix announced its entrance into the PC market through a five-year agreement with Electronic Data Systems Corporation (EDS) to produce and sell high-performance PCs using Cyrix microprocessors. The strategy behind Cyrix’s move to offer its own PCs is to showcase the capabilities of the 6x86 to key PC OEMs, rather than drive massive volumes. 1-84 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Cyrix Semiconductor Fabrication Facilities Cyrix currently has relationships with SGS-Thomson and IBM Microelectronics for the manufacture of its ICs. SGS-Thomson has been a manufacturing partner of Cyrix since October 1990. In early 1994, their pact was extended and is now valid through the end of 1997. Cyrix's agreement with IBM Microelectronics was established in April 1994 and is good through the end of 1999. As part of the agreement, Cyrix made a capital equipment investment of about $88 million in an IBM fab in 1995. To complement its partnerships with SGS-Thomson and IBM, Cyrix is negotiating to sign up a third manufacturing partner. However, the arrangement will likely be for foundry supply only. IBM and SGSThomson are licensed to also produce Cyrix-designed x86 processors under their own names. The construction of its own fabrication facility is not part of the company’s current business plan. However, the option is not being ruled out. A jointly owned fab is a more likely option. Key Agreements • In 1Q96, Cyrix announced an agreement with Cadence Design Systems. Under the agreement, Cadence will provide a broad range of technologies and services to Cyrix, and work together in designing Cyrix’s seventh-generation x86 microprocessor, called the M3. • Cyrix extended its wafer supply agreement with SGS-Thomson in 1994. Under the new arrangement, SGS-Thomson increased the number of wafers it produces for Cyrix and is allowed to make a certain percentage of those same wafers for itself. In addition, Cyrix granted SGS-Thomson the right to use certain Cyrix-designed chips as part of SGS-Thomson’s ASIC libraries. SGS-Thomson is allowed to produce and sell such ASIC products under its own name in unlimited quantities, with Cyrix receiving royalties from the sale of the devices. Also, Cyrix has the right to sell the SGS Thomson-designed ASICs under its own name. • Cyrix and IBM announced a five year agreement in early 1994 under which IBM is manufacturing Cyrix's x86-compatible microprocessors. The agreement calls for the two companies to equally share the output of the Cyrix-designed chips. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-85 Dallas Semiconductor North American Company Profiles DALLAS S EMICONDUCTOR Dallas Semiconductor Corporation 4401 South Beltwood Parkway Dallas, Texas 75244-3292 Telephone: (214) 450-0400 Fax: (214) 450-3715 Web Site: www.dalsemi.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 104 15 15 13 1992 120 18 16 16 1993 157 26 19 21 1994 181 30 23 45 1995 233 37 29 49 662 696 748 850 1,000 Company Overview and Strategy Founded in 1984, Dallas Semiconductor designs, manufactures, and markets high performance CMOS ICs and semiconductor-based systems that provide innovative and cost-effective solutions to electronic design problems in a wide range of markets. The company's continuous new product development strategy serves as a means to increase future revenues and avoid dependence upon a single industry, market, or customer. Its products are sold to OEMs in the personal computer and workstation, scientific and medical equipment, industrial control, automatic identification, telecommunications, and other markets. Other 9% Communications 25% Computing 36% Scientific, Industrial, and Medical 30% 1995 Sales by End-Use Market 1-86 Europe 17% Asia 22% U.S. 61% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION Dallas Semiconductor North American Company Profiles Management C.V. Prothro Chao C. Mai, Ph.D. Michael L. Bolan Alan P. Hale Doug Powell F.A. Scherpenberg President and Chief Executive Officer Senior Vice President Vice President, Marketing and Product Development Vice President, Finance Vice President, Sales Vice President, Computer Products Products and Processes Dallas Semiconductor's product groups include: • Timekeeping circuits • Microcontrollers (8-bit) Secure MCUs High-speed MCUs • Nonvolatile RAMs (16K to 4M) Integrated battery backup Intelligent sockets • Automatic identification devices Serial numbers Touch memories • Telecommunications ICs T1 and E1 circuits SCSI terminators • Silicon timed circuits • System extension circuits CPU supervisors Digital potentiometers Auto ID 6% • Software authorization Other 17% Timekeeping 29% Micros 8% Telecom 14% System Extension 12% NVRAMs 14% 1995 Sales by Product Family INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-87 Dallas Semiconductor North American Company Profiles Semiconductor Fabrication Facilities Dallas Semiconductor 4401 South Beltwood Parkway Dallas, Texas 75244-3292 Cleanroom size: 22,000 square feet (Class 1) Capacity (wafers/week): 2,500 Wafer size: 150mm (2 lines) Process: CMOS Feature sizes: 0.5µm-0.8µm 1-88 INTEGRATED CIRCUIT ENGINEERING CORPORATION Digital Semiconductor North American Company Profiles DIGITAL S EMICONDUCTOR Digital Equipment Corporation Digital Semiconductor 77 Reed Road Hudson, Massachusetts 01749 Telephone: (508) 568-6868 Web Site: www.digital.com/info/semiconductor Captive IC Manufacturer Financial History ($M), Fiscal Year Ends June 30 Corporate Sales Net Income Semiconductor* Sales Internal Sales External Sales 1991 1992 1993 1994 1995 12,943 (617) 13,931 (2,796) 14,371 (251) 13,451 (2,156) 13,813 122 225 225 — 230 230 — 240 235 5 270 245 25 305 255 50 3,000 2,750 Employees *Calendar year Company Overview and Strategy Digital Equipment Corporation (DEC) is one of the world's largest manufacturers of computers and computerrelated products. The company provides network computer systems, systems integrator, computer peripheral equipment, software, and associated computer accessory equipment to customers in more than 100 countries. DEC began developing semiconductor products in 1975 for use in its electronic systems. In 1993, Digital expanded its semiconductor charter to become a merchant vendor. As part of its push into the merchant market, DEC spun out its semiconductor operation in mid-1994 to become an autonomous business unit, called Digital Semiconductor. For the past several years, Digital Semiconductor has worked to establish itself as an independent semiconductor vendor, but its largest customer always has been Digital Equipment, which bases its workstations and servers on its proprietary high-performance RISC microprocessor, called Alpha. Still, the company desires to expand its merchant focus. Digital Semiconductor designs, manufactures, and markets a broad portfolio of semiconductor products including its Alpha processor and PCI-based networking, bridge, and graphics/multimedia devices. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-89 Digital Semiconductor North American Company Profiles Management Robert B. Palmer R.E. Caldwell Arthur Swift President and Chief Executive Officer Vice President, Digital Semiconductor Vice President, Sales and Marketing, Digital Semiconductor Products and Processes Digital Semiconductor manufactures 64-bit RISC microprocessors with speeds as fast as 400MHz, PCIcompliant system and peripheral logic chipsets, Ethernet controller ICs, PCI-PCI bridge devices, graphics accelerators, and graphics coprocessors (integrated accelerator, video controller, and RAMDAC on a single chip). Digital's IC products are built using primarily CMOS and bipolar technologies, with all advanced process development centered on CMOS technology. Its leading-edge 0.35µm, four-level interconnect, CMOS-6 process technology is being used to manufacture the latest versions of the Alpha 21164. The processor is available in 366MHz and 400MHz versions. 433MHz and 500MHz versions are expected by the end of 1996. The Alpha processor, coupled with Digital’s FX!32 translation technology destined for future versions of Windows NT software for Alpha, will enable Alpha-based systems to run 32-bit Windows applications at an average of 70 percent of native Alpha speed. Semiconductor Fabrication Facilities In early 1995, Digital Semiconductor agreed to sell to Motorola its South Queensferry, Scotland, fabrication facility. Motorola agreed to continue to make Alpha microprocessors for Digital, as well as take over Digital's two-year foundry agreement with AMD for the production of AMD's 486 microprocessors at the plant. Digital Semiconductor 75 Reed Road Hudson, MA 01749 Telephone: (508) 568-4000 Capacity (wafers/week): 4,000 Wafer sizes: 100mm, 125mm, 150mm Processes: CMOS, MOS, bipolar Products: MPUs, ASICs, logic and custom ICs Feature sizes: 0.35µm-2.0µm Fab 6 (ramp up and production during 1996) Cleanroom size: 64,000 square feet Capacity (wafers/week): 1,000 Wafer size: 200mm Process: CMOS Products: MPUs Feature size: 0.35µm (eventually, 0.18µm) 1-90 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Digital Semiconductor Key Agreements • Digital and Microsoft joined together in a broad patent- and technology-sharing agreement that supports hardware and software development for client-server computing. • Digital and Brooktree announced a long-term joint development and marketing relationship in early 1994 aimed at graphics-intensive and multimedia applications in high-performance PCs. The two companies are cooperating on development of new accelerators, RAMDACs, and chips integrating both devices. Digital and Brooktree previously worked together on RAMDACs in 1989. • Mitsubishi agreed to be both a second source for Digital's Alpha MPUs and a development partner. The Japanese company began producing Alphas for Digital at its newest Saijo facility in late 1994. Subsequently, Mitsubishi will design and fabricate its own versions of the RISC architecture for use in its own systems and to be sold to its own customers. • Advanced RISC Machines Ltd. announced in early 1995 it would jointly develop with DEC and Apple Computer a family of high-performance microprocessors compatible with the ARM RISC line. The 32-bit processor, called StrongARM, are being produced by DEC using its 0.35µm CMOS-6 process. Volume shipments began in the first half of 1996 and are targeted at applications in digital imaging, multimedia, set-top boxes, handheld computers, and communications products, as well as Apple's Newton line. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-91 Dionics North American Company Profiles DIONICS Dionics Inc. 65 Rushmore Street Westbury, New York 11590-4839 Telephone: (516) 997-7474 Fax: (516) 997-7479 IC Manufacturer Employees 35 Company Overview and Strategy Established in 1969, Dionics is a developer, manufacturer, and marketer of innovative high-quality integrated circuits and discrete products. It targets these devices at areas of the industrial and military markets where high voltage, high frequency, and unusual structures are required. Using a dielectric isolation process, Dionics has evolved from a supplier of discrete components to a manufacturer of hybrid circuits, ICs, photovoltaic SSRs, and MOSFET-drivers. The products were initially targeted for use in digital watches but have since made their way to markets that require high reliability that is inherent to the dielectric isolation process. Management Bernard L. Kravitz Sherman Gross President Vice President Products and Processes Photovoltaic ICs, SSRs, and MOSFET-drivers. Semiconductor Fabrication Facilities Dionics Inc. 65 Rushmore Street Westbury, New York 11590-4839 Cleanroom size: 3,000 square feet Capacity (wafers/week): 400 Wafer size: 100mm Process: Dielectric isolation bipolar Products: Photovoltaic SSRs and MOSFET-drivers Feature sizes: 2.0µm-5.0µm 1-92 INTEGRATED CIRCUIT ENGINEERING CORPORATION DSP Group North American Company Profiles DSP GROUP DSP Group, Inc. 3120 Scott Boulevard Santa Clara, California 95054 Telephone: (408) 986-4300 Fax: (408) 986-4323 Web Site: www.dspg.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1992 9 (6) 4 1993 12 (0.4) 2 Employees 1994 29 4 4 1995 50 7 8 106 115 Company Overview and Strategy DSP Group, Inc. develops, licenses, and markets digital signal processing (DSP) ICs and related software targeted at digital speech applications in the multimedia personal computer, telecommunication, consumer telephone, and consumer electronics markets. DSP Group began business in 1987 with the purchase of a small design house that was involved in paramilitary DSP-related design for applications such as noise cancellation and eavesdropping. The company began developing its own DSPs and established a design center in 1990. In 1992, the company launched DSP Semiconductors as a subsidiary to directly focus on the licensing of its technology. Since then, DSP Semiconductors has been folded back into DSP Group and now operates as the Semiconductor Division. The company’s strategy is to use its digital speech processing, telephony signal processing, and DSP core architecture technologies to become a leading supplier of DSP-based solutions for the emerging markets for digital speech products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-93 DSP Group North American Company Profiles Royalties/ Licensing/Other 18% DSPs 82% 1995 Sales by Product Type Management Eli Porat Yuval Cohen John P. Goldsberry, Ph.D. Ofer Ronen Martin Skowron Gideon Wertheizer President and Chief Executive Officer Vice President, Business Development Vice President, Finance and Chief Financial Officer Vice President, Consumer Products Vice President, Operations Vice President, VLSI Design Center Products and Processes DSP Group has developed a family of low-power consumption, low-cost DSP core architectures that are suitable for consumer, mobile computer, and wireless communications products. The company’s products are manufactured using 0.6µm-0.8µm CMOS technologies. • Application specific DSPs for speech and telephony processors used in digital telephones, answering machines, and personal computers. • The PineDSPCore™ and OakDSPCore™ architectures. These core architectures are highly modular and designed for customers developing their own high-volume, application-specific DSPs. • A proprietary digital speech compression technology called TrueSpeech®. TrueSpeech software is designed for a wide range of applications, including video conferencing, computer telephony, the internet, and personal recorders. Current licensees of the PineDSPCore and OakDSPCore architectures include Adaptec, Asahi Kasei Microsystems, DSP Communications, GEC Plessey, Harris Semiconductor, Integrated Circuit Systems, Level One Communications, LSI Logic, NEC, Samsung, Siemens, Silicon Systems, TEMIC, VLSI Technology, and Xicor. Licensees of DSP’s TrueSpeech technology include Lucent Technologies, Atmel, Cirrus Logic, Intel, Microsoft, Siemens, Sierra Semiconductor, U.S. Robotics, and VLSI Technology. 1-94 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profi les DSP Group Semiconductor Fabrication Facilities As a fabless supplier, DSP depends on foundries for the manufacturing of its devices. The company has established foundry relationships with several companies, including Tower Semiconductor, Taiwan Semiconductor Manufacturing Co. (TSMC), and Samsung. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-95 EDI North American Company Profiles ELECTRONIC DESIGNS (EDI) Electronic Designs Incorporated One Research Drive Westborough, MA 01581 Telephone: (508) 366-5151 Fax: (508) 836-4850 Fabless IC Supplier Financial History ($M) Sales Employees 1991 22 1992 23 1993 23 1994 25 1995 40 100 85 85 85 85 Company Overview and Strategy Founded in 1980, Electronic Designs Incorporated (EDI) is an international supplier of high-density, highperformance semiconductor memory products to many segments of the electronic equipment industry, including computer systems and peripherals, telecommunications, medical equipment, and military systems. The company emphasizes a time-to-market advantage for its high-speed SRAM modules. New modules combining SRAM, flash, and EEPROM technology were introduced in 1994. The company also designs and supplies active-matrix LCDs. Management Don McGuinness Ken Buckley Frank Edwards President and Chief Executive Officer Vice President, Sales and Marketing Vice President, Finance Products and Processes EDI's products include the following: • • • • • High-speed monolithic 256K, 1M, and 4M CMOS SRAMs (commercial or military) Monolithic 1M synchronous and special feature SRAMs (commercial) High-density CMOS SRAM modules (1M-45M) with speeds of 15ns-70ns (commercial or military) Modules combining two 1M SRAMs, two 1M flash memories, and two 256K EEPROMs (commercial) Active-matrix LCDs 1-96 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles EDI Semiconductor Fabrication Facilities EDI handles assembly, test, and QCI at its headquarters in Westborough. For the production of its wafers, the company has silicon foundry partnerships with major U.S. and international IC manufacturers. Key Agreements • EDI formed an agreement with Atmel in 1994 that calls for EDI to design, manufacture, and market highdensity memory modules using Atmel's flash memory devices. • EDI signed a licensing agreement with Thomson-CSF that enables EDI to make and market products using the French company's technology for 3D stack memory products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-97 EG&G Reticon North American Company Profiles EG&G RETICON EG&G Reticon 345 Potrero Avenue Sunnyvale, California 94086-4197 Telephone: (408) 245-2060 Fax: (408) 738-6979 IC Manufacturer Employees 160 Company Overview and Strategy EG&G Reticon was among the first semiconductor companies to specialize in solid-state imaging components and vision system products. From its start in 1971, Reticon has been a leader in image sensing and signal processing technology. Reticon, a subsidiary of EG&G, Inc. since 1976, combines a tradition of innovation and quality with the stability and resources of EG&G, a $1.4 billion company involved in diversified high technology markets. Management Andris Ramans President and General Manager Products and Processes • Image sensing products—character scan devices, instrumentation devices, infrared sensors and multiplexers, photodiode arrays, and CCDs. • Analog signal processing ICs—switched-capacitor filters, modem filters, universal active filters, transversal filters, and analog delay lines. • Solid state camera products. Semiconductor Fabrication Facilities EG&G Reticon Sunnyvale, California Capacity (wafers/week): 625 Wafer size: 100mm Processes: MOS, CMOS Products: Linear ICs and image sensing devices Feature size: 2.5µm 1-98 INTEGRATED CIRCUIT ENGINEERING CORPORATION Elantec North American Company Profiles ELANTEC Elantec, Inc. 1996 Tarob Court Milpitas, California 95035 Telephone: (408) 945-1323 Fax: (408) 945-9305 Web Site: www.elantec.com IC Manufacturer Financial History ($M), Fiscal Year Ends September 30 Sales Net Income R&D Expenditures Employees 1991 15 0.1 1992 15 0.3 1993 18 1 4 1994 23 1 4 1995 27 3 5 103 110 120 125 165 Company Overview and Strategy Elantec, Inc., founded in 1983, designs, manufacturers, and markets high-performance analog and mixedsignal integrated circuits for the video/multimedia, data processing, instrumentation, and communications markets. The company serves these markets with standard products and application specific standard products (ASSPs), using primarily high-speed complementary bipolar and advanced CMOS technologies. Elantec has transformed itself from a military hybrid IC supplier to a company focused on providing highperformance analog intensive functions for growing commercial markets. At one time, military hybrid sales accounted for 90 percent of the company's total sales, versus about 18 percent today. In October 1995, the company completed its initial public offering. Asia 33% Europe 11% Standard ICs 25% North America 56% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION ASSPs 75% 1995 Sales by Device Type 1-99 Elantec North American Company Profiles Management Dave O'Brien, Ph.D. Richard Corbin Ralph Granchelli, Jr. Terrence W. Plette Barry Siegel President and Chief Executive Officer Vice President, Bipolar Design Vice President, Marketing and Sales Vice President and Chief Financial Officer Vice President, Engineering Products and Processes Elantec's analog and mixed-signal ICs for commercial markets include the following: • • • • • • • Op amps Video circuits Analog buffers Transistor arrays Servo motor drivers Comparators and ATE pin drivers IGBT drivers • • • • • • H-sync Genlock-computer video circuits DC restore subsystems Fader circuits MOSFET drivers Half-bridge drivers PWM controllers Elantec has developed and used a variety of technologies for its products. In particular, Elantec has focused on developing advanced complementary bipolar technology, using dielectric isolation and silicon-oninsulator (SOI) techniques, and advanced CMOS technology. The company utilizes external foundries for other technologies such as ultra high-speed bipolar and BiCMOS. Semiconductor Fabrication Facilities Elantec, Inc. 1996 Tarob Court Milpitas, California 95035 Telephone: (408) 945-1323 Cleanroom size: 4,000 square feet Capacity (wafers/week): 300 Wafer size: 100mm Processes: Complementary bipolar, complementary bipolar dielectric isolation (DI), JI bipolar, CMOS Products: Analog ICs Feature sizes: 5.0µm (bipolar) 1.2µm, 2.0µm (CMOS) 1-100 INTEGRATED CIRCUIT ENGINEERING CORPORATION ESS Technology North American Company Profiles ESS T ECHNOLOGY ESS Technology, Inc. 46107 Landing Parkway Fremont, California 94538 Telephone: (510) 226-1088 Fax: (510) 226-1098 Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1991 23 6 1992 24 5 4 1993 15 0.2 3 1994 33 8 4 1995 106 30 9 Employees 145 Company Overview and Strategy ESS Technology, founded in 1984, designs, develops, and markets highly integrated mixed-signal semiconductor audio solutions for the PC audio market, primarily to multimedia desktop and notebook computer manufacturers. In December 1995, ESS made an equity investment in VideoCore Technology, which will operate as a wholly owned subsidiary of ESS. In 1996, ESS acquired OSEE Technology, a developer of fax/modem technology. In 1995, 70 percent of ESS Technology’s total sales were to international customers. Management Fred S.L. Chan Nicholas A. Aretakis Robert L. Blair Hoover J. Chen Ralph J. Harms Albert Y. Mak Robert S. Plachno Roger K. Shum President and Chief Executive Officer Vice President, Sales Vice President, Operations Vice President, Engineering Vice President and Chief Financial Officer Vice President, Marketing Vice President, Research and Development Vice President, Manufacturing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-101 ESS Technology North American Company Profiles Products and Processes The company’s products consist of AudioDrive singe-chip solutions, wavetable synthesizers, and multimedia system chipsets. ESS Technology’s audio chips have migrated from 12-bit to 16-bit and from mono to stereo sound. The company has also developed a core library of audio semiconductor designs, including microcontroller, bus interface, codec, mixer, filter and FM synthesizers, and device drivers, as well as application software. The company’s products are manufactured using a mixed-signal 0.6µm CMOS process technology, with a move to 0.5µm technology expected in 1996. Semiconductor Fabrication Facilities ESS has contracts with several independent foundries for the manufacture of its products. The majority of its devices are currently manufactured by Taiwan Semiconductor Manufacturing Company (TSMC), its primary supplier since 1989. The company also uses UMC in Taiwan, Sharp Corporation in Japan, and IC Works in California. In December 1995 ESS announced a wafer supply program to commit approximately $62 million, and an option to commit another $31 million, over the next three years for expanding manufacturing capacity and developing advanced technology. The company expanded its relationship with TSMC by entering into a long term agreement for an increased amount of wafer capacity. ESS agreed to pay approximately $32 million to TSMC in exchange for wafer supply through 1999. ESS also obtained an option to further expand this agreement for additional capacity. ESS also entered into a joint venture agreement with United Microelectronics Corporation (UMC) of Taiwan. Under the agreement, ESS will invest $30 million for a five percent equity ownership in one of UMC’s three joint 200mm wafer manufacturing facilities currently under construction in Taiwan. UMC is providing ESS with capacity during the interim. 1-102 INTEGRATED CIRCUIT ENGINEERING CORPORATION Exar North American Company Profiles EXAR Exar Corporation 48720 Kato Road Fremont, California 94539 Telephone: (408) 434-6400 Fax: (408) 943-8245 Web Site: www.exar.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures 1992 140 11 11 1993 146 14 11 1994 162 16 11 1995 159 (11) 14 1996 126 14 16 475 500 525 468 441 Employees Company Overview and Strategy Founded in 1971, Exar Corporation is involved in the design and marketing of analog and mixed-signal ASICs and ASSPs, primarily for use in communications, computer peripheral, and consumer electronics products. The company also serves the automotive, industrial, and medical markets. Exar's strategy is to address niche markets in which its design and process capabilities enable it to offer analog and mixed-signal ASSPs to meet customer's needs. The company also produces digital ICs that are used primarily to complement its other products. In 1995, Exar shifted its product mix by withdrawing from the mass storage IC business. Currently, about 90 percent of Exar’s sales are from three market sectors: communications, consumer electronics, and computers. In 1995, 62 percent of sales were to foreign customers. Mass Storage 13% Document Imaging 14% New Markets 12% Consumer 38% Communications 23% 1995 Sales by End-Use Market INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-103 Exar North American Company Profiles Europe 8% ROW 1% Asia 13% Japan 40% North America 38% 1995 Sales by Geographic Region Exar has undergone a series of acquisitions and divestitures over the past couple of years. Included was the reduction of the ownership Rohm (its original investor) has in the company to less than five percent and the transferring of its epitaxial and bipolar manufacturing operations to Rohm. Also, Exar acquired three semiconductor companies, Micro Power Systems, Inc., Origin Technology, Inc., and Startech Semiconductor. While Micro Power Systems and Origin Technology were folded into Exar, Startech operates as a wholly owned subsidiary under its own name. In 1996, Exar acquired Silicon Microstructures, Inc. (SMI), a fabless semiconductor company mainly involved in the design, development, and marketing of silicon sensors for the automotive and industrial market. SMI will operate as a subsidiary of Exar. Management George D. Wells Ronald W. Guire John Caruso Roubik Gregorian Thomas R. Melendrez Stephen W. Michael Ram Reddy H. Ilhan Refioglu Eric J. Ochiltree Robert M. Skinner Suhas "Sid" Bagwe Thomas W. Jones Paul Kageyama President and Chief Executive Officer Senior Vice President, Chief Financial Officer, and Secretary Vice President, Micro Power Systems President, Startech Semiconductor Vice President, Legal Affairs Vice President, Operations Division Chief Executive Officer, Startech Semiconductor Vice President, Strategic Product Groups Vice President, Product Development Vice President, Worldwide Sales Director, Strategic Planning and Long Range Development Director, Reliability and Quality Assurance Director, Manufacturing Operations Products and Processes Exar offers analog, digital, and mixed-signal ASICs and ASSPs. Its products are manufactured using 0.5µm to 2.0µm CMOS processes or a 1.6µm BiCMOS process. The company also uses bipolar technology for high speed and low noise applications. In April 1995, Exar discontinued several aging bipolar product lines it inherited from Rohm. All of the products were low-margin devices, such as operational amplifiers and timers. 1-104 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Exar Products gained through the acquisition of Micro Power Systems included high-performance data converters and data acquisition systems for the advanced consumer, mass storage, telecommunications, and imaging markets. Origin Technology provided Exar with proprietary speech recognition products for the consumer market. Startech designs and markets ASSPs for a variety of markets such as datacommunications, telecommunications, computers, workstations, and peripherals. Through the acquisition of SMI, Exar gained silicon sensor technology. Semiconductor Fabrication Facilities Through its relationship with Rohm, Exar has access to the Japanese company's fabrication facilities. Some of the company's products are produced by IC Works, Orbit Semiconductor, SGS-Thomson, and another unnamed European manufacturer, as well as by TSMC. Key Agreements • Exar and IC Works announced a $15 million wafer production agreement in 1995, under which IC Works will provide wafers to Exar over the next five years. As part of the agreement, Exar will purchase and install equipment in IC Works’ facility to convert it from 125mm wafers to 150mm wafers and improve its process technology. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-105 Exel Microelectronics North American Company Profiles EXEL MICROELECTRONICS Exel Microelectronics, Inc. 2150 Commerce Drive P.O. Box 49038 San Jose, California 95131 Telephone: (408) 432-0500 Fax: (408) 432-8710 Fabless IC Supplier Financial History ($M) Sales 1991 28 1992 32 1993 30 1994 36 1995 39 Company Overview and Strategy Exel Microelectronics is a division of Rohm Corporation, a wholly owned U.S. subsidiary of Rohm Co., Ltd. in Japan. The company was founded in 1983 to design, manufacture, and market nonvolatile memory and related products. Acquired by Rohm in 1989, Exel operates independently of the Japanese company, though they maintain a close engineering and manufacturing relationship. Exel’s original and continued focus is on EEPROM technology. The company is a high volume supplier of industry standard serial and parallel EEPROMs. It also specializes in combining core EEPROM technology with other functions providing higher levels of integration. This includes a family of both remote and contact access devices and a family of analog functions combined with EEPROM technology. Management Tom Freeze Rick Orlando President Vice President, Marketing and Sales Products and Processes Exel Microelectronics supplies serial and parallel EEPROMs and access control products. Serial EEPROMs • Microwire • I2C • SPI 1.8V to 5.5V; 1K, 2K, and 4K 1.8V to 5.5V; 1K, 2K, 4K, 8K, and 16K 2.7V to 5.5V; 2K, and 4K (16K available in 3Q96) Parallel EEPROMs • CMOS full-featured 16K and 64K 1-106 INTEGRATED CIRCUIT ENGINEERING CORPORATION Exel Microelectronics North American Company Profiles Surelok™ Security Products • XL 106 • XL 124 • XL 109 ,110, and 138 Random rolling code encoder, decoder, and coprocessor Low cost rolling code encoder Rolling code controllers Exel's serial and parallel EEPROMs are based on proprietary 1.0µm CMOS and NMOS processes. Semiconductor Fabrication Facilities All of Exel's EEPROM products are manufactured in Rohm's fabrication facility located in San Jose, California. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-107 Genesis Microchip North American Company Profiles GENESIS MICROCHIP Genesis Microchip Inc. 200 Town Centre Boulevard Suite 400 Markham, Ontario Canada L3R 8G3 Telephone: (905) 470-2742 Fax: (905) 470-2447 Web Site: www.genesisus.com U.S. Representative: Genesis Microchip Corporation 2111 Landings Drive Mountain View, California 94043 Telephone: (415) 428-4277 Fax: (415) 428-4288 Fabless IC Supplier Employees 47 Company Overview and Strategy Founded in 1987, Genesis Microchip is a technology leader company designs, develops, and markets leading-edge ICs applications demanding high-quality video/image processing. resizing. Markets are divided into high-end chips (gm865 class), low-cost, high-performance cores. in digital video/image manipulation. The targeted at both existing and emerging Genesis sets the standard in video/image middle tier (gm833 class), and commodity, Management Paul M. Russo Peter Dakin Hamid Farzaneh Lance Greggain Eric Erdman Scott Baker John Chan Jordan Du Val Jay Giblon David Green Graham Loveridge Peter Mandl 1-108 President and Chief Executive Officer Vice President, Manufacturing Operations Vice President, Worldwide Sales Vice President, Product Development Operations Director, Finance and Administration Manager, ASIC Development Manager, IC Design Manager, Marketing Manager, Information Systems Manager, Sales Manager, Customer and Product Support Manager, Video DSP Technology INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Genesis Microchip Products and Processes Genesis' products include the Genesis Scaling™ series of video/image resizing ICs (gm865x1, gm833x2, gm833x3, gm833x3F), the gm2242B half-band filter, and the gmVLD family of video line doublers plus supporting evaluation boards and software. The patented algorithms and architectures provide improvement in computational efficiency over traditional finite impulse response (FIR) filter structures. All of Genesis' design efforts currently employ 0.8µm (and below) CMOS technology. Several products are described below. • gm865x1—This is the first of the Genesis Scaling chip series. The gm865x1 IC is a single-channel device that provides high-quality video/image processing technology for medical imaging, broadcast equipment, and projection systems. • gm833x2—This is the second of the Genesis Scaling chip series. The gm833x2 is a dual-channel device for use in workstation, projection systems, and multimedia applications. • gm833x3—This is a triple-channel version in the 833 class designed for use in projection systems, videographic workstations, and scan conversion equipment. • gm833x3F (fast) “Bullet”—This is a 68MHz version of an RGB scaler, featuring low power, and an advanced 0.35µm, 3.3V CMOS process. • gm2242B Half-Band Filter—This is a decimating/interpolating digital filter for use in applications requiring pre- or post-filtering of digital video signals. The gm2242B supports NTSC, PAL, SECAM, and square pixel video standards. • gmVLD8/gmVLD10 Video Line Doublers—This is a single-chip de-interlacing device for use in equipment such as large screen televisions, video walls, projection systems, video-in-a-window workstations, and home theater screens. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-109 Gennum North Americ an Company Profiles GENNUM Gennum Corporation P.O. Box 489, Station A Burlington, Ontario Canada L7R 3Y3 Telephone: (905) 632-2996 Fax: (905) 632-2055 IC Manufacturer Financial History ($M), Fiscal Year Ends November 30 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 24 4 5 2 1992 26 4 7 3 1993 27 4 7 2 1994 33 5 8 3 1995 42 7 9 4 219 233 240 247 255 Company Overview and Strategy Gennum Corporation, formed in 1973, is a Canadian high technology company that designs, manufactures, and markets electronic components, primarily silicon integrated circuits and thick-film hybrid circuits, for special applications in the information world. The company's products include low-voltage audio electronic amplifiers and analog signal processing circuits supplied to the world hearing instrument industry; video signal distribution and processing components sold to the professional video and broadcast television markets; and user specific ICs for a wide variety of specific applications where information is being conditioned, transmitted, or interpreted. Canada 10% Pacific Rim 19% United States 42% Europe 29% 1995 Sales By Geographic Region 1-110 INTEGRATED CIRCUIT ENGINEERING CORPORATION Gennum North American Company Profiles Management H. Douglas Barber, Ph.D. Michael R. Fielding David L. Lynch Ian L. McWalter C. Timothy Zahavich President and Chief Executive Officer Vice President, Marketing and Sales Vice President, Research and Development Vice President, Manufacturing Operations Vice President, Finance and Administration, and Chief Financial Officer Products and Processes Gennum produces analog arrays, linear ICs, and thick-film hybrid circuits using bipolar process technology. The company has developed a DMOS process, though it has not put it into production, and CMOS designs are contracted out for manufacture by external foundries. Semiconductor Fabrication Facilities Gennum Corporation 3435 Landmark Road Burlington, Ontario L7M 1T4 Cleanroom size: 18,000 square feet Capacity (wafers/week): 350 Wafer size: 100mm Process: Bipolar Products: Linear ICs, ASICs, thick-film hybrid circuits Feature sizes: 1.5µm-4µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-111 GTE Microelectronics North American Company Profiles GTE M ICROELECTRONICS GTE Microelectronics GTE Government Systems Corporation 77 A Street Needham Heights, Massachusetts 02194-2892 Telephone: (800) 544-0052 Fax: (617) 455-5885 Fabless IC Supplier Company Overview and Strategy GTE Microelectronics designs, tests, and supplies high-end, complex military and commercial microelectronic devices to GTE Corporation and other companies. GTE Corporation is one of the world's largest suppliers of communications systems, equipment, and services for commercial and government/defense applications. GTE Microelectronics is an organization within the Communications Systems Division of GTE Government Systems, one of GTE Corporation's two operating groups. GTE Microelectronics was founded in 1969 as a captive supplier to GTE. In 1993, GTE Microelectronics started providing products and services to other companies. Currently, 60 percent of GTE Microelectronics' business is internal to GTE and 40 percent is with other companies. Approximately 75 percent of its sales, which are estimated to be in the $10 to $15 million range, are from military-related products and 25 percent commercial-related products. Typical applications for its products are avionics, imaging, portable satellite terminals, military electronics equipment, submarine communications, receivers, and the space shuttle. Management John Condon Debbie Cremin Director, GTE Microelectronics Manager, Business Development Products and Processes GTE Microelectronics' products include ASICs, FPGAs, multichip modules, and hybrids. The company specializes in rapid prototyping, small production runs, custom packaging, and conversion of hybrids to ASICs. The company's ASIC offerings include a variety of standard cell and gate array technologies from 9.0µm to 0.65µm CMOS, BiCMOS, and bipolar for digital, analog, and mixed-signal circuits. 1-112 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles GTE Microelectronics GTE Microelectronics also provides custom test services for test development and production of analog, digital, and mixed signal circuits, including temperature testing, characteristics, and qualification. Semiconductor Fabrication Facilities For the production of its ICs, GTE Microelectronics has established several strategic partnerships with wafer foundries, including National Semiconductor and Symbios Logic. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-113 Harris Semiconductor North American Company Profiles HARRIS SEMICONDUCTOR Harris Semiconductor 2401 Palm Bay Road Northeast Palm Bay, Florida 32905 Telephone: (407) 724-7000 Fax: (407) 729-5691 Web Site: www.semi.harris.com IC Manufacturer Financial History ($M), Fiscal Year Ends June 30 Corporate Sales Net Income Semiconductor Sales Net Income Capital Expenditures 1991 1992 1993 1994 1995 3,040 20 3,004 75 3,099 111 3,336 112 3,444 155 741 (76) 54 585 (20) 22 591 17 27 635 31 44 659 42 80 8,000 8,100 Employees Company Overview and Strategy Harris Semiconductor is one of the four major business sectors of Harris Corporation, a worldwide manufacturer of electronic systems, semiconductors, communications products, and office systems with sales of over $3.4 billion and more than 26,000 employees. Semiconductor 19% Communications 21% Electronic Systems 30% Lanier Worldwide 30% 1995 Corporate Sales by Business Sector Harris Semiconductor originated as the Microelectronics Division of Radiation, Inc. in 1962. It became Harris Semiconductor in 1967 through the merger of Harris and Radiation. Then in 1988, Harris Semiconductor nearly tripled in size through the acquisition of the General Electric Solid State semiconductor business. 1-114 INTEGRATED CIRCUIT ENGINEERING CORPORATION Harris Semiconductor North American Company Profiles Harris Semiconductor manufactures and markets advanced analog, digital, power, and mixed-signal integrated circuits and discrete semiconductors for power, signal-processing, data-acquisition, and logic applications. The company is focusing most of its future efforts on specialized applications in automotive, communications, and power control products. Data Acquisition 7% Intelligent Power 11% Discretes 24% Power 25% Signal Processing 16% Mixed-Signal 18% Integrated Circuits 76% Digital 23% 1995 Semiconductor Sales by Application 1995 Semiconductor Sales by Device Type Below are applications served by Harris’ semiconductor products. Automotive—multiplexing systems, antilock braking systems, engine controls, emission controls, engine knock sensing, air bag systems, and entertainment systems. This is Harris' largest commercial end market. Communications—wireless local area network (LAN) systems, cellular base stations, satellite communications systems, set-top boxes, and PBX, central office, wireless local loop, and fiber-in-the-loop equipment. Video/Multimedia—video and imaging processing systems, video teleconferencing, and multimedia systems. Power and Load Control—motor controllers, disk drives, power supplies, distributed power systems, and power switching. Power Protection—surge suppression equipment, uninterruptible power supplies, house electrical panel protection, and on-board electronic circuit protection. Other Applications—test equipment, industrial controls, consumer electronics, medical imaging, computer peripherals, hand-held portable equipment, and military and aerospace equipment. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-115 Harris Semiconductor North American Company Profiles Management Harris Corporation Phillip W. Farmer Bryan R. Roub President and Chief Executive Officer Senior Vice President and Chief Financial Officer Harris Semiconductor Sector John C. Garrett George L. Gidzinski F. Scott Moody W. Russell Morcom P.G. Phillips Carleton Smith Ron Van Dell Edward Verbeek Marcus Wise President Vice President, Marketing Vice President and GM, Military and Aerospace Products Division Vice President and GM, Semiconductor Products Division Vice President, Engineering Vice President (North America), Sales Vice President, Worldwide Sales and Marketing Vice President (Europe), Sales Vice President (Asia), Sales Products and Processes Harris offers a broad range of standard, semicustom, and custom ICs and discrete semiconductors, including intelligent power devices, data acquisition and signal processing circuits, digital microprocessor, peripheral, and logic ICs, and radiation-hardened circuits for spacecraft and satellite applications. MOS MEMORY DRA M ✔ SRAM Flash Memory EPROM ROM EEPROM ✔ Other (Including Non-Volatile RAM) ANALOG ✔ ✔ ✔ ✔ ✔ ✔ ✔ MOS LOGIC ✔ ✔ ✔ ✔ Amplifier Interface Consumer/Automotive Voltage Regulator/Reference Data Conversion Comparator Other (Includes Telecom) DIGITAL BIPOLAR General Purpose Logic Bipolar Memory Gate Array General Purpose Logic Standard Cell ✔ Gate Array/Standard Cell Field Programmable Logic Field Programmable Logic Other Special Purpose Logic Other Special Purpose Logic MPU/MCU/MPR MOS MICROCOMPONENT ✔ ✔ ✔ ✔ 1-116 MPU MCU MPR DSP OTHER ✔ ✔ ✔ Full Custom IC Discrete Optoelectronic INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Harris Semiconductor Process technologies used by Harris Semiconductor include: CMOS, BiCMOS, power BiMOS, highfrequency bipolar/power MOS, high-voltage bipolar/power MOS, complementary bipolar dielectric isolation (bonded wafer), CMOS/SOI (silicon-on-insulator), CMOS/SOS (silicon-on-sapphire), and radiation hardening. Semiconductor Fabrication Facilities Harris supplements its internal semiconductor production capabilities with foundry agreements with external semiconductor manufacturers. For example, the company uses foundries for the fabrication of triple-layermetal CMOS devices like signal processing ICs. In 1995, Harris started the construction of the world’s first 200mm wafer fabrication facility for discrete semiconductors. The $250 million fab will be located adjacent to the company’s Mountaintop, Pennsylvania, plant. Completion of the fab expected in the fall of 1996. Harris Semiconductor (Ohio), Inc. 1700 Fostoria Road Findlay, Ohio 45840 Telephone: (419) 423-0321 Cleanroom size: 57,500 square feet Capacity (wafers/week): 15,000 Wafer sizes: 100mm, 125mm Processes: CMOS, bipolar, BiCMOS Products: Custom digital, linear, logic, and mixed-signal ICs Feature sizes: 1.2µm, 1.5µm, 2.0µm Harris Semiconductor (Florida), Inc. P.O. Box 883 Palm Bay, Florida 32905 Telephone: (407) 724-7000 Cleanroom size: 53,000 square feet Capacity (wafers/week): 7,000 Wafer sizes: 3in, 100mm, 125mm Processes: CMOS, PMOS, bipolar Products: MPUs, SRAMs, linear and digital ICs, discretes Feature sizes: 0.8µm, 1.0µm, 2.0µm, 4.0µm Harris Semiconductor (Pennsylvania), Inc. Crestwood Industrial Park 125 Crestwood Road Mountaintop, Pennsylvania 18707-2189 Telephone: (717) 474-6761 Cleanroom size: 74,000 square feet Capacity (wafers/week): 4,000 Wafer sizes: 100mm, 125mm, 150mm Processes: MOS, bipolar, BiCMOS Products: Discretes, hybrids, ASICs Feature sizes: 1.0µm, 2.0µm, 5.0µm Harris Semiconductor (Pennsylvania), Inc. Mountaintop, Pennsylvania Cleanroom size: 25,000 Capacity (wafers/week): 5,000 Wafer size: 200mm Process: MOS Products: Discretes (Scheduled to start production in 1Q97) In early 1996, Harris began building a new IC assembly and test facility in Suzhou, China. The company expects construction to be completed by early 1997. The new facility will assemble and test digital logic, microperipheral, and analog and mixed-signal devices. Harris has existing semiconductor assembly factories in Kuala Lumpur, Malaysia, and Dundalk, Ireland. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-117 Harris Semiconductor North American Company Profiles Key Agreements • In 4Q95, Harris announced a license agreement with DSP Group Inc. Harris licensed DSP Group’s Oak and Pine DSP cores for use in devices for audio-band signal processing applications. • Harris has a product agreement with Sony. Under the agreement, Harris expanded its line of 10-bit, 12bit, and 14-bit data converters to include Sony’s 6-bit and 8-bit converters. • Harris has a second-source agreement with Xilinx for radiation-hardened FPGAs. • Harris formed an agreement with Noise Cancellation Technologies to develop and manufacture proprietary chips for application of NCT's active noise reduction technology. 1-118 INTEGRATED CIRCUIT ENGINEERING CORPORATION Honeywell North American Company Profiles HONEYWELL SSEC Honeywell, Incorporated Solid State Electronics Center (SSEC) 12001 Highway 55 Plymouth, Minnesota 55441 Telephone: (612) 954-2301 Fax: (612) 954-2504 Web Site: www.ssec.honeywell.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Corporate Sales Net Income Capital Expenditures Semiconductor IC Sales 1991 1992 1993 1994 1995 6,193 331 300 6,223 247 312 5,963 322 337 6,057 279 319 6,731 334 323 50 53 45 45 58 500 523 Employees Company Overview and Strategy Founded in 1885, Honeywell is an international company that provides control components, products, systems, and services for the home and building, industrial, space and aviation, and defense and marine markets. Other* 2% Space and Aviation Control 23% Home and Building Control 45% Industrial Control 30% *Includes sales from the SSEC 1995 Corporate Sales by Business Segment INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-119 Honeywell North American Company Profiles Honeywell established its Solid State Electronics Center (SSEC) in 1965 to support the high technology demands in the markets served by the parent company. This growing reliance on microelectronics led SSEC to become a niche market manufacturer of specialized ICs and solid-state sensors. Over the years, Honeywell SSEC has taken on numerous military contracts. Two of the more well known programs are the Very High Speed Integrated Circuit (VHSIC) program and the Enhanced Modular Signal Processor (EMSP) program. These programs helped position SSEC for its future in control, memory, and spaceborne applications. The SSEC's mission is to develop and produce niche semiconductor technologies and products which are focused in the market areas of sensors, radiation-hardened space components, and specialized ICs for its parent's needs and for select external markets. SSEC is the world’s leading supplier of SOI CMOS ICs for space and industrial applications. Approximately 50 percent of the SSEC's IC production is sold to external customers. Management Michael R. Bonsignor D. Larry Moore Larry C. Welliver Bryan Johnson Lou Del Monte Pravin Parekh Jay Schrankher Jim Becker Peggy Kvam Chief Executive Officer President and Chief Operating Officer Vice President, SSEC Director, Human Resources and Facilities, SSEC Director, Business Management, SSEC Director, Operations, SSEC Director, Quality and Information Systems, SSEC Manager, Material Management, SSEC Manager, ASIC Products, SSEC Products and Processes Honeywell SSEC's key business areas are outlined below. Space components (for commercial, military space, and tactical and strategic missile applications). • SRAMs • ROMs (SOI and bulk) • Gate arrays (SOI and bulk) with ultra low power options • Bus interface products (1773 and 1553) Sensors (for industrial control, automotive, medical, and aircraft applications). • Precision pressure • High-accuracy magnetic High-temperature products (for oil service industry, industrial control, and gas turbine control applications). All SOI devices. • Op amps • Switches • A/D converters and controllers 1-120 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Honeywell About 90 percent of Honeywell's ICs are manufactured using CMOS or radiation-intensive CMOS (RICMOS™) processes and 10 percent using an advanced bipolar process. Semiconductor Fabrication Facilities Honeywell, Incorporated Solid State Electronics Center 12001 Highway 55 Plymouth, Minnesota 55441 Cleanroom size: 16,750 square feet Capacity (wafers/week): 1,250 Wafer size: 100mm Processes: CMOS, bipolar Products: Rad-hard memories, ASICs, analog ICs, digital ICs, sensors, foundry services Feature sizes: 0.5µm, 0.7µm, 0.8µm, 1.2µm, 4.5µm Key Agreements • Honeywell SSEC licensed Micron Technology's Softool known-good die technology. It plans to use the test method to provide known-good die to the military and commercial markets, primarily for space applications. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-121 HP North American Company Profiles HEWLETT -P ACKARD (HP) Hewlett-Packard Company 3000 Hanover Street Palo Alto, California 94304-1112 Telephone: (415) 857-1501 Fax: (415) 857-5518 Web Site: www.hp.com Captive IC Manufacturer Financial History ($M), Fiscal Year Ends October 31 Corporate Sales Net Income Semiconductor* Sales IC Sales Internal Sales External Sales Discrete Sales** 1991 1992 1993 1994 1995 14,494 755 16,410 549 20,317 1,177 24,991 1,599 31,519 2,433 560 340 328 12 220 745 400 350 50 345 880 475 410 65 405 1,085 585 540 45 500 1,250 655 615 40 595 *Calendar year **Includes internal and external sales Company Overview and Strategy Hewlett-Packard (HP) is one of the world's leading designers and manufacturers of electronic, medical, analytical, and computing instruments and systems. HP divides its business into five product categories: computer products, electronic test and measurement instruments and systems, medical electronic equipment, analytical instruments, and electronic components. Hewlett-Packard's Components Group is a leading supplier of microwave semiconductors and optoelectronic devices for the fiber-optic, wireless and visual communications, computer equipment, industrial, and automotive markets. 1-122 INTEGRATED CIRCUIT ENGINEERING CORPORATION HP North American Company Profiles Analytical Instruments 3% Medical Electronics 4% Electronic Components 3% Test/ Measurement Instruments 10% Asia 20% Computers 80% 1995 Corporate Sales by Product Group Europe 35% U.S. 45% 1995 Corporate Sales by Geographic Region In 1992, HP completed the acquisition of Avantek, Inc. Through Avantek, HP gained a wider customer base in the components market. Those Avantek products targeted for commercial markets became part of the Communications Components Division. Those products whose main applications are defense-related make up the Avantek subsidiary of the Components Group. Also under the wings of Hewlett-Packard is HP Labs, which is one of the world's leading electronic research centers. Management Lewis E. Platt Richard W. Anderson William F. Craven Frederic N. Schwettmann Neal Carney President and Chief Executive Officer Vice President and GM, Microwave and Communications Group Vice President and GM, Components Group Vice President and GM, Circuit Technology Group Marketing Manager, IC Business Division Products and Processes HP's semiconductor products range from analog and high-speed digital ICs to RF, microwave, and optoelectronic semiconductors. The company also offers motion control devices, solid-state relays, and millimeter-wave components. In addition, HP manufactures a RISC MPU that was designed using what it calls Precision Architecture-RISC (PA-RISC). Two of the newest PA-RISC microprocessors are the PA-8000 for high-end systems and the PA-7300LC for low-end and midrange systems. Both of the chips are based on HP’s 0.5µm, four-layer metal CMOS process. In 1995, HP launched Tachyon, a gigibit-speed Fibre Channel single-chip controller for networked massstorage applications. Also in 1995, HP unveiled an infared (IR) transceiver that will transmit data at 4M/second over distances up to one meter, eliminating the need for cables to exchange files between PCs and peripherals. HP uses sophisticated semiconductor technologies based on silicon, GaAs, and InP materials. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-123 HP North American Company Profiles Semiconductor Fabrication Facilities Hewlett-Packard 350 West Trimble Road San Jose, California 95131-1008 Telephone: (408) 435-7400 Capacity (wafers/week): 1,100 Wafer sizes: 3in, 100mm Processes: Bipolar, GaAs Products: ASICs, optoelectronics, discretes Feature sizes: 0.5µm-5.0µm Hewlett-Packard 39201 Cherry Street Newark, California 95131 Telephone: (408) 435-6765 Cleanroom size: 13,000 square feet Capacity (wafers/week): 1,250 Wafer size: 100mm Process: Bipolar Products: Analog ICs, RFICs Hewlett-Packard 3404 East Harmony Road Fort Collins, Colorado 80525 Telephone: (303) 229-3800 Capacity (wafers/week): 1,250 Wafer sizes: 100mm, 150mm Processes: CMOS, bipolar Products: RFICs, microwave ICs, MPUs, ASICs Feature sizes: 0.35µm-1.0µm Hewlett-Packard 1050 Northeast Circle Boulevard Corvalis, Oregon 97330 Capacity (wafers/week): 5,600 Wafer sizes: 100mm, 150mm Process: CMOS Products: ASICs, MPUs, MPRs, DSPs Feature sizes: 0.5µm-1.0µm Hewlett-Packard Santa Rosa, California Capacity (wafers/week): 1,000 Wafer size: 2in Process: Bipolar Products: Discretes Avantek, Inc. Santa Clara, California Cleanroom size: 17,000 square feet Capacity (wafers/week): 225 Wafer size: 3in Process: GaAs Products: ICs and discretes TECH Semiconductor Singapore Pte. Ltd. P.O. Box 2093, SE 9040 990 Bendemeer Road Singapore 1233 Telephone: (65) 298-1122 Cleanroom size: 40,000 square feet Capacity (wafers/week): 1,750 Wafer size: 200mm Process: CMOS Products: DRAMs Feature size: 0.5µm (Joint venture with Texas Instruments, the Economic Development Board of Singapore, and Canon.) 1-124 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles HP Key Agreements • In August 1995, Hewlett-Packard signed an agreement with Tower Semiconductor to increase the amount of wafers HP receives from the Israeli foundry. • AT&T Microelectronics (now Lucent Technologies) and Hewlett-Packard signed an agreement in early 1995 to develop and dual-source fiber-optic transceivers for SONET/SDH and ATM applications. • To promote and coordinate the use of its PA-RISC architecture, Hewlett-Packard formed PRO, the Precision RISC Organization. Some of the founding members are Convex Computer, Hitachi, Oki, Hughes Aircraft, and Mitsubishi. Other members include Sequoia Systems and Winbond Electronics. • Although not a PRO member, Samsung has the right to manufacture PA-RISC ICs to sell on the merchant market and use in its own workstations. • HP formed an alliance with Analog Devices for the joint development of advanced mixed-signal processes based on HP's submicron CMOS and BiCMOS technologies. • Hewlett-Packard and Intel announced a wide ranging joint research and development alliance in 1994 under which the partners are seeking to design a superior next-generation 64-bit microprocessor by 1998. The processor will be binary-compatible with both Intel x86 code and HP PA-RISC code. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-125 Hughes Electronics North American Company Profiles HUGHES ELECTRONICS Hughes Electronics Corporation Delco Electronics Corporation One Corporate Center Kokomo, Indiana 46904-9005 Telephone: (317) 451-5700 Fax: (317) 451-5426 Web Site: www.delco.com Hughes Aircraft Company Semiconductor Products Center 500 Superior Avenue Newport Beach, California 92663 Telephone: (714) 759-2411 Fax: (714) 759-2280 Web Site: www.hughes.com Captive IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Corporate Sales Net Income Semiconductor Sales Delco Electronics Internal Sales External Sales Hughes Aircraft Internal Sales External Sales 1991 1992 1993 1994 1995 11,541 559 12,297 (922) 13,518 922 14,099 1,049 14,772 1,108 330 195 185 10 135 85 50 341 205 195 10 136 81 55 350 220 205 15 130 72 58 360 235 215 20 125 64 61 340 240 215 25 100 45 55 Company Overview and Strategy Hughes Electronics Corporation (HE), known as GM Hughes Electronics Corporation prior to March 1995, is a subsidiary of General Motors Corporation. HE's principal operating organizations are Delco Electronics Corporation and Hughes Aircraft Company. Its other business units are Hughes Telecommunications and Space Company, DirecTV, Inc., and Hughes Network Systems, Inc. 1-126 INTEGRATED CIRCUIT ENGINEERING CORPORATION Hughes Electronics North American Company Profiles Other 1% Telecommunications and Space 21% Automotive Electronics 38% Aerospace and Defense Systems 40% 1995 Corporate Sales by Business Segment Delco Electronics (DE) is a world leader in the development, manufacture, and marketing of vehicle and driver systems for the global automotive market, and Hughes Aircraft, acquired by GM in 1985, is a world leader in aerospace, defense electronics, and information systems. Delco Electronics has benefited in recent years from the rising content of electronics in vehicles and higher vehicle volumes. Electronic controllers for airbags, active suspensions, and anti-lock brakes, electronic pollution control systems, powertrain computers, and theft deterrent systems are major contributors to the increase in vehicle electronic content. Some of its new technologies include night vision systems, collision avoidance systems, navigation systems, keyless start systems, tire pressure warning systems, and reconfigurable LCD head-up displays. Delco Electronics, alone, is the third largest captive IC manufacturer. Its fabrication facilities produce about 40 percent of its semiconductor needs. Hughes Aircraft is continuing to restructure its business to adapt to severe cuts in U.S. defense spending. The company intends to maintain its leadership in key defense markets, while at the same time, explore new marketplaces and exploit new technologies. Some commercial ventures the company is involved in include: digital cellular communications systems, advanced acoustic technologies, light projection systems, digital signal compression, character recognition, and airport integration systems. Management C. Michael Armstrong Gary W. Dickinson John C. Weaver W. Scott Walker Barry Abrahams Robert A. Miller Chief Executive Officer, Hughes Electronics Corporation Executive Vice President, Hughes Electronics Corporation; President and Chief Executive Officer, Delco Electronics Corp. Senior Vice President, Hughes Electronics Corporation; President, Hughes Aircraft Company Senior Vice President and Chief Technical Officer, Delco Electronics Corp. Vice President, Business Development, Hughes Aircraft Company Vice President, Marketing, Delco Electronics Corp. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-127 Hughes Electronics North American Company Profiles Products and Processes IC Delco, DE's automotive semiconductor unit designs and manufactures custom analog and digital ICs for specific automotive applications such as anti-lock brake systems, engine controllers, suspension control systems, communications, and instrumentation. IC Delco also produces silicon-based electronic sensors. Among the semiconductor devices Hughes Aircraft designs and manufactures are ASICs, memory devices, microcomputers, rad-hard circuits, and microwave/millimeter wave integrated circuits (MMICs) using a variety of process technologies including CMOS, BiCMOS, GaAs, and InP. Approximately half of its devices are sold to the merchant market. Semiconductor Fabrication Facilities Delco Electronics Corporation IC Delco Business Unit 700 East Firmin Street Kokomo, Indiana 46902-2340 Cleanroom size: 125,000 square feet (3 fabs) Capacity (wafers/week): 3,800 Wafer sizes: 100mm, 125mm Processes: NMOS, CMOS, BiCMOS, bipolar Products: MPUs, MCUs, ASICs, logic and linear ICs, discretes Feature sizes: 1.0µm-2.0µm Hughes Aircraft Company 500 Superior Avenue Newport Beach, California 92663-3627 Telephone: (714) 759-2411 Capacity (wafers/week): 1,600 Wafer sizes: 100mm Processes: CMOS, BiCMOS, SOS, CryoCMOS Products: ASICs, memories, MCUs, LCD drivers, digital and linear ICs, foundry services Feature sizes: 1.25µm-5.0µm Hughes Aircraft Company 3100 Lomita Boulevard Torrance, California 90509 Telephone: (310) 517-6000 Capacity (wafers/week): 250 Wafer size: 3in Process: GaAs Products: MMICs, MM wave devices Feature size: 0.5µm Key Agreements • Delco Electronics and Texas Instruments jointly developed a new methodology, called Prism, that is intended to cut the high cost and long lead time of taking complex mixed-technology designs from concept to silicon. Prism is being used by DE to produce configurable 16-bit microcontrollers for GM cars. 1-128 INTEGRATED CIRCUIT ENGINEERING CORPORATION IBM Microelectronics North American Company Profiles IBM M ICROELECTRONICS IBM Microelectronics 1580 Route 52 Hopewell Junction, New York 12533 Telephone: (914) 894-2121 Fax: (914) 894-6891 Web Site: www.chips.ibm.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Corporate (IBM Corp.) Sales Net Income Semiconductor Sales Internal Sales External Sales Capital Expenditures 1991 1992 1993 1994 1995 64,766 (2,861) 64,523 (4,965) 62,716 (8,101) 64,052 3,021 71,940 4,178 3,835 3,815 20 3,775 3,725 50 3,885 3,510 375 4,575 3,605 970 650 5,705 4,020 1,685 1,000 Employees (IBM Microelectronics) 22,000 Company Overview and Strategy International Business Machines (IBM) was founded by Thomas J. Watson in 1924. Since then, IBM has grown into one of the world's largest corporations that sells in over 140 countries. IBM develops, manufactures, and sells advanced information processing products, including computers and microelectronics technology, software, networking systems, and information technology-related services. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-129 IBM Microelectronics North American Company Profiles Finance and Other 5% OEM Hardware* 6% Maintenance 10% Information Technology Products 43% Software 18% Services 18% *Includes external sales of semiconductors. 1995 Corporate Sales by Product/Service Group Latin America 5% Asia-Pacific 19% North America 39% Europe/ Middle East/Africa 37% 1995 Corporate Sales by Geographic Region The Microelectronics Division of IBM develops, manufactures, and markets a wide range of integrated microelectronic products and technologies. Products and services range from semiconductor design and fabrication to fully assembled and tested functional assemblies. Prior to 1992, IBM Microelectronics supplied its products and services exclusively to one customer—IBM Corporation. Spurred by both a comprehensive restructuring of IBM into independent business units and the high cost of developing advanced semiconductor technologies, IBM Microelectronics launched a worldwide microelectronics merchant market effort in 1992 by offering to sell virtually every product and service in its technology portfolio. Its products and services are targeted at manufacturers of computers, communications, and consumer electronics systems. IBM Microelectronics’ strategic products are its PowerPC RISC microprocessors and embedded controllers, x86 microprocessors, memory ICs, ASICs, and leading-edge packaging services. Other important microelectronic products include analog and mixed-signal ICs, digital signal processors, and graphics chips. Initially, the company is seeking to establish itself as a high-volume supplier of microelectronic products such as standard DRAMs and microprocessors. To bolster its technological leadership, IBM has entered into several major alliances. Examples of these alliances are Toshiba, Siemens, and Motorola in process technology, the PowerPC microprocessor alliance with Motorola and Apple Computer, and work in the area of x-ray lithography with AT&T, Motorola, and Loral. Management IBM Corporation Louis V. Gerstner, Jr. Peter Draheim Stanley J. Grubel Chief Executive Officer Chief Executive Officer, SubMicron Semiconductor Technologies GmbH Chief Executive Officer, MiCRUS IBM Microelectronics Division Michael J. Attardo General Manager and IBM Senior Vice President James K. Picciano General Manager, Applications and Solutions Development Orest Bilous General Manager, Manufacturing and Process Development John C. Gleason Vice President and Assistant GM, Worldwide Sales and Marketing 1-130 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles IBM Microelectronics Products and Processes IBM Microelectronics offers the following products: • Memory ICs—4M, 16M, and 64M DRAMs (standard and low power versions); 16M synchronous DRAMs (SDRAMs); 4M VRAMs; and 1M fast synchronous SRAMs; as well as SIMMs, DIMMS, and memory cards • CMOS digital ASICs—gate arrays with gate counts ranging from 50,000 to 1.6 million, standard cell ASICs, and SRAM- and EEPROM-based FPGAs • Bipolar analog and mixed-signal ASICs • CMOS analog and mixed-signal ASICs • BiCMOS analog and mixed-signal ASICs • High-performance BiCMOS analog and mixed-signal ASICs • 6x86, 5x86C, 486 DX4, and 486 DX2 microprocessors (the 5x86C and 6x86 are designed by Cyrix) • PowerPC™ 600 Series 32-bit and 64-bit RISC microprocessors (clock speeds of up to 150MHz) • PowerPC™ 400 Series 32-bit RISC embedded controllers • MC196 16-bit microcontrollers (compatible with Intel’s MCSR-96 16-bit architecture) • PCI core logic chipsets and PCI-to-PCI bridge chips • High-end RGB series of palette digital-to-analog converters for 2D and 3D graphics • Adaptive Lossless Data Compression (ADLC) ICs and MPEG-2 digital video encoders and decoders • Mwave™ digital signal processing products for multimedia and communications applications • Deep-UV photoresists • Semiconductor test equipment • Semiconductor packaging services for single or multiple chip applications • Printed circuit boards and cards • PCMCIA infrared wireless and data/fax modem products and solid state file storage products It is estimated that at about half of IBM's merchant semiconductor business is represented by memory ICs. IBM has developed and uses some of the industry's most advanced CMOS processing technologies including the following: 0.35µm, 0.5µm, and 0.6µm CMOS with up to five layers of metal. The company unveiled its 0.25µm CMOS 6S process technology in May 1996. While CMOS is the company's principal technology, various other processes are used, including bipolar, BiCMOS, CBiCMOS, and silicon-germanium (SiGe). Semiconductor Fabrication Facilities In early 1996, IBM announced $1.4 billion in fab facility expansions. Included is a $400 million upgrade of its fab in Vermont to handle 0.35µm and 0.25µm technologies for manufacturing PowerPC MPUs and embedded controllers, Mwave media chips, and other logic devices. The remaining $1 billion will go toward the construction of a 64M DRAM production line at its facility in Essonnes, France. The plant will initially fabricate 16M DRAMs, starting in late 1996 or early 1997. To make space for the 0.35µm CMOS processing line, IBM’s existing bipolar line at the facility will be closed down. In August 1995, IBM pledged $1.2 billion to build a new 64M DRAM plant in cooperation with Toshiba at the site of a closed IBM fab in Manassas, Virginia. IBM and Toshiba will each own 50 percent of the facility, which will operate under the name Dominion Semiconductor. First silicon is expected from the fab in late 1997, with volume production beginning in 1998. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-131 IBM Microelectronics North American Company Profiles Additionally, IBM’s near term fab plans may include another U.S.-based wafer fab. Work on the proposed fab would begin in 1997 and would likely produce logic chips with geometries of 0.35µm, initially. IBM Microelectronics East Fishkill Facility 1580 Route 52 Hopewell Junction, New York 12533 Telephone: (914) 894-5647 Capacity (wafers/week): 21,000 Wafer sizes: 125mm, 200mm Process: CMOS Products: Logic ICs, memories, R&D Feature sizes: 0.25µm-1.0µm (IBM's ASTC—Advanced Semiconductor Technology Center is located here) IBM Microelectronics 1000 River Street Essex Junction, Vermont 05452 Telephone: (802) 769-0111 Capacity (wafers/week): 15,000 Wafer size: 200mm Processes: CMOS, BiCMOS, bipolar Products: DRAMs, SRAMs, logic and linear ICs, ASICs, MPUs, foundry services Feature sizes: 0.5µm-1.0µm IBM Microelectronics Thomas J. Watson Research Center Route 134 Yorktown Heights, New York 10598 Telephone: (914) 945-3000 Products: R&D IBM Microelectronics 3605 Highway 52 North Rochester, Minnesota 55901 Telephone: (507) 253-4011 Products: Prototype ICs IBM Microelectronics 5600 Cottle Road San Jose, California 95193 Telephone: (408) 256-1600 Processes: Bipolar, MOS Products: R&D and some production IBM Research Division Zurich Research Lab Saumerstrasse 4 CH-8003 Ruschlikon, Switzerland Telephone: (41) (1) 724-8111 Products: R&D IBM France 224 Bd. John Kennedy P.O. Box 58 F-91102 Corbeil Essones-Cedex France Telephone: (33) (1) 60-88-51-51 Capacity (wafers/week): 6,250 Wafer size: 125mm Process: Bipolar Products: MPUs Feature sizes: 1.0µm, 1.5µm (Being converted to a 0.35µm CMOS processing line for the manufacture of DRAMs.) IBM United Kingdom Labs Ltd. Hursley Park North Winchester Hampshire SO21 2JN England United Kingdom Telephone: (44) (962) 84-4433 Wafer size: 200mm Processes: Bipolar, MOS Products: R&D 1-132 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profile IBM Microelectronics IBM/Siemens Corbeil Essones-Cedex France Cleanroom size: 116,000 square feet Capacity (wafers/week): 3,000 Wafer size: 200mm Process: CMOS Products: DRAMs Feature sizes: 0.35µm-5.0µm IBM Duetschland GmbH Werk Singdelfingen Postfach 266 Singdelfingen, Germany Telephone: (49) 7031-910 Capacity (wafers/week): 18,750 Wafer sizes: 125mm, 200mm Processes: Bipolar, CMOS Products: DRAMs, SRAMs, ASICs, DSPs, MPUs Feature sizes: 0.8µm-2.0µm IBM Japan Ltd. 800 Ohaza Ichimayake, Yasu-Machi Yasu-gun, Shiga-ken 520-23, Japan Telephone: (81) (755) 88-2511 Capacity (wafers/week): 2,500 Wafer sizes: 125mm-200mm Process: CMOS Products: MPUs, DSPs, ASICs, logic ICs Feature size: 0.6µm (DRAM production discontinued here in 1996.) MiCRUS 1580 Route 52 Hopewell Junction, New York 12533 Telephone: (914) 892-2121 Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: DRAMs, logic ICs Feature sizes: 0.5µm-0.8µm (Joint venture with Cirrus Logic. See Key Agreements.) SubMicron Semiconductor Technologies GmbH Schoenaicherstrasse 220 Boeblingen, Germany Wafer size: 200mm Process: CMOS Products: DRAMs, logic ICs Feature size: 0.8µm (Joint venture with Philips. The partners plan to upgrade the fab to handle 0.5µm line widths. See Key Agreements.) Dominion Semiconductor LLC Manassas, Virginia Capacity (wafers/week): 7,500 Wafer size: 200mm Process: CMOS Products: DRAMs Feature size: 0.35µm (Joint venture with Toshiba. Scheduled to begin production in early 1998. See Key Agreements.) Key Agreements • IBM and Synopsys announced a six-year R&D agreement in February 1996 to jointly develop tools and methodologies for designing complex ICs with as many as 10 million gates. • IBM licensed the Rambus ASIC Cell (RAC) high-bandwidth interface technology in early 1996 from Rambus to use in its SystemCore ASIC megacell library. • IBM granted licensing rights to Exponential Technology, Inc. to develop and market a new ultra-highperformance BiCMOS microprocessor based on the PowerPC architecture. Volume shipments of Exponential’s MPU are expected to begin in early 1997. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-133 IBM Microelectronics • North American Company Profiles In August 1995, IBM and Toshiba announced they would build a new 64M DRAM plant at the site of a closed IBM fab in Manassas, Virginia. IBM and Toshiba will each own 50 percent of the facility, which will operate under the name Dominion Semiconductor. First silicon is expected from the fab in late 1997 with production beginning in 1998. • Ramtron signed a manufacturing agreement with IBM in May 1995 for EDRAM production. Under the agreement, IBM is serving as a foundry for the production of Ramtron-subsidiary Enhanced Memory Systems' EDRAMs, and IBM has a non-exclusive license to sell the devices. • In 1994, Philips agreed with IBM Microelectronics to form a joint venture to manufacture ICs at IBM's fab facility in Boeblingen, Germany. Philips holds 51 percent and IBM 49 percent of the new company, called SubMicron Semiconductor Technologies GmbH (SMST). SMST is supplying products solely to IBM and Philips, manufacturing 4M DRAMs for IBM and 0.8µm logic ICs for Philips. The two companies are also discussing the possibility of additional technology cooperation. • IBM and Cirrus Logic formed a joint manufacturing venture called MiCRUS in 1994. MiCRUS fabricates wafers for both companies in a former IBM plant in East Fishkill, New York. IBM and Cirrus Logic own 52 percent and 48 percent of MiCRUS, respectively. The two companies have said they each will invest $160 million in MiCRUS over the next few years to expand its capacity and capabilities. For the time being, the agreement does not include product and/or technology exchange. • S3 Incorporated signed an agreement with IBM for the production of S3's graphics accelerators at IBM's fab in Essex Junction, Vermont. • The PowerPC RISC architecture has been, and continues to be, codeveloped by IBM, Motorola, and Apple Computer. The trio of companies are also working on combining the PowerPC technology with an open hardware platform supporting a range of operating systems. • IBM is producing 16M and 64M DRAMs with Siemens at their partnership fab in Corbeil-Essones, France. The two companies are also working with Toshiba and Motorola for the development of 256M DRAMs based on 0.25µm process technology. • Toshiba licensed the PowerPC microprocessor technology from IBM Microelectronics. Although Toshiba was not given the right to sell the PowerPC on the merchant market, it does have the right to develop and manufacture its own derivatives of the processor. For now, IBM will produce the MPUs for Toshiba. • National Semiconductor and IBM are working on an isochronous (time-dependent) Ethernet LAN project. • IBM and Cyrix announced a five-year agreement in early 1994 calling for IBM to manufacture Cyrix's 486, 5x86, and 6x86 microprocessors. The two companies equally share the output of the Cyrix-designed chips. • IBM and Analog Devices announced in late 1993 plans to jointly design, produce, and market mixedsignal and RF chips based on IBM's silicon-germanium (SiGe) process technology. 1-134 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles IBM Microelectronics • In mid-1993, IBM licensed Atmel's fine-grained SRAM-based FPGA architecture. IBM is allowed to use, modify, manufacture, and sell Atmel's FPGAs. IBM’s first FPGA based on the Atmel architecture were expected to be introduced in 1H96. • IBM is working with Motorola, Loral Federal Systems, and Lucent Technologies to establish a manufacturing infrastructure for x-ray lithography. The team hopes to have a manufacturing capability by 1997. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-135 IC Works North American Company Profiles IC W ORKS IC Works, Inc. 3725 North First Street San Jose, California 95134-1700 Telephone: (408) 922-0202 Fax: (408) 922-0833 IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales 1992 5* 1993 21 1994 26 1995 41 85 125 150 200 Employees *Reflects six months of operation. Company Overview and Strategy IC Works was established in June 1992, when it acquired the San Jose fabrication facility, process technology, and engineering and manufacturing staff of Samsung Semiconductor, the U.S. business of Korea’s Samsung. As an independent company, IC Works designs, manufactures, and markets mixedsignal products using its design and in-house facility, and provides quick-turn, submicron foundry services to selected mixed-signal semiconductor companies. IC Works operates three complementary mixed-signal businesses—clock products, wireless communications products, and submicron foundry services. Memory ICs 3% Japan 10% Foundry 44% Clock Generators 53% 1995 Sales by Product Type 1-136 Europe 10% ROW 30% North America 50% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION IC Works North American Company Profiles Management Ilbok Lee, Ph.D. Aurelio Fernandez John Hagedorn John Kelly Richard Miller Chen Wang President and Chief Executive Officer Vice President, Worldwide Sales Vice President and Chief Financial Officer Vice President, Fab Operations Vice President, Marketing Vice President, Engineering Products and Processes IC Works' product and services include high-performance clock generator ICs, wireless communication circuits, and foundry services. New products for the computer and data communications markets are being developed. Foundry Services IC Works’ in-house foundry provides special services to mixed-signal semiconductor companies for the development, prototyping, and early production of new products. Clock Products IC Works offers a wide range of high performance phase-locked-loop (PLL) based clock ICs for system manufacturers in a variety of markets. The main applications within the clock market include PC motherboards, communications, mass storage, multimedia, and workstations. Products include clock buffers and single and dual PLL clocks. Wireless Communications Utilizing its PLL and BiCMOS process technologies, IC Works is developing RF solutions for the wireless marketplace, focusing on data communications. This product strategy includes development of component level functional block products and ASSPs. As part of the buyout, Samsung licensed IC Works to use its scaleable submicron CMOS and BiCMOS process technologies. Currently, the majority of IC Works’ production wafer output is processed to 0.7µm design rules with a migration to 0.6µm under way. Future plans include development of finer geometry processes down to 0.35µm. Semiconductor Fabrication Facilities IC Works, Inc. 3725 North First Street San Jose, California 95134-1700 Cleanroom size: 15,000 square feet (Class 1) Capacity (wafers/week): 1,200 (expanding) Wafer size: 125mm (upgrading to 150mm) Processes: CMOS, BiCMOS Products: Mixed-signal ICs, foundry services Feature sizes: 0.5µm, 0.7µm (0.35µm under development) INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-137 IC Works North American Company Profiles IC Works is in the process of expanding its fab capacity with financial support from its three fab partners, Exar Corporation, Sierra Semiconductor, and TelCom Semiconductor Inc. The $50 million expansion, which includes moving from 125mm to 150mm wafers, is scheduled to be completed in the first half of 1997. Key Agreements • In 1996, IC Works and Motorola announced a second-source agreement for the development and manufacture of CMOS and BiCMOS-based mixed-signal timing circuits. Motorola will contribute highperformance timing solutions targeted at workstations, servers, and network applications, while IC Works will provide “clock” solutions targeting personal computers and peripheral applications. • IC Works and Exar announced a $15 million wafer production agreement in 1995, under which IC Works will provide wafers to Exar over the next five years. As part of the agreement, Exar will purchase and install equipment in IC Works’ facility to convert it from 125mm wafers to 150mm wafers and improve its process technology. • IC Works has a foundry agreement with TelCom Semiconductor. Under the agreement, TelCom will invest $10 million in equipment and the expansion of IC Works’ submicron wafer fabrication facility, in return for wafer capacity. 1-138 INTEGRATED CIRCUIT ENGINEERING CORPORATION ICS North American Company Profiles INTEGRATED CIRCUIT S YSTEMS (ICS) Integrated Circuit Systems, Inc. 2435 Boulevard of the Generals P.O. Box 968 Valley Forge, Pennsylvania 19482-0968 Telephone: (610) 630-5300 Fax: (610) 630-5399 Web Site: www.icsinc.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures 1991 21 0.6 6 Employees 1992 37 4 7 1993 78 11 9 1994 94 12 10 1995 104 5 11 224 314 336 219 Company Overview and Strategy Founded in 1976, Integrated Circuit Systems, designs, develops, and markets mixed-signal integrated circuits primarily for data communications, clock, and multimedia applications. The company also provides custom application specific ICs (ASICs) for the consumer, medical, telecommunications, and aerospace industries. ICS’s primary focus is to combine its innovation, market position, and competency in mixed-signal and phase locked-loop technology to capitalize on the trend convergence of computer, communications, and consumer applications, especially in the LAN/WAN communications marketplace. For most of its formative years ICS concentrated on supplying its mixed-signal technology in custom ASIC designs for OEMs. In the late 1980’s, ICS began to develop proprietary standard products. ICS entered the frequency timing generator (FTG) business in 1989 with a pioneering FTG for video clocks. In 1992, ICS completed the acquisition of the Avasem Corporation, the leader in motherboard clocks. Together, ICS and Avasem offer a breadth of clock products unequaled by any other company. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-139 ICS North American Com pany Profiles Multimedia/ ARK Logic 14% Turtle Beach 12% ASICs 19% Clock ICs 55% 1995 Sales by Product Group In April 1995, ICS purchased a majority interest in ARK Logic Inc., a Santa Clara, California-based developer of graphical user interface (GUI) accelerator devices. ARK Logic's graphics controller technology was merged with ICS's audio and mixed-signal RAMDAC and video clock generator technologies to provide complete PC multimedia solutions. In 1995, ICS introduced a line of high-performance transceiver chips designed for international use in the latest network systems. These devices work in local area networks (LANs) and wide area networks (WANs), including the newest technologies such as SONET/SDH fiber optic systems, asynchronous transfer mode (ATM) copper/fiber systems, and fast Ethernet systems. Sales outside of the United States, primarily to the Pacific Rim, reached approximately 55 percent of total sales in 1995. Management David W. Sear, Ph.D. N. Werner Anderson Hock Tan Perry Denning Ray Lu Gregory Richmond William Weir John Klein President, Chief Executive Officer, and Chief Operating Officer Senior Vice President, Quality Assurance Senior Vice President, Finance and Administration, and Chief Financial Officer Vice President, Operations President, ARK Logic and Director, Multimedia Business Group Vice President, FTG Business Group (San Jose, CA) Vice President, Data Communications Business Group Director, Custom Products Products and Processes ICS's products are outlined below. The products are designed and produced using CMOS processing technologies ranging from 0.35µm to 3.0µm. Data Communications Products • Fast Ethernet LAN • ATM • SONET/SDH 1-140 Multimedia Audio Products • Music synthesizers • Audio codecs (coder and decoders) • Software for wavetable music synthesis INTEGRATED CIRCUIT ENGINEERING CORPORATION ICS North American Company Profiles Clock Products • Motherboard timing generators • Video timing generators • Graphics timing for workstations • Special-purpose FTGs for Pentium Pro and PowerPC microprocessors and chipsets Turtle Beach Products • Multimedia sound cards • CD-ROM Products • Software ASIC Products • Customized, application-specific ICs Others • Battery Charger ICs Semiconductor Fabrication Facilities All of ICS's wafers are currently manufactured by outside foundries, two of which meet a substantial majority of the company's wafer needs. One of ICS’s foundry partners is AMI. Key Agreements • ICS acquired a 51 percent interest in ARK Logic, Inc. in 3Q95. ICS plans to combine its audio design specialty with ARK’s video graphics expertise to develop a chip that handles 3D graphics, VGA control, and audio and video processing. ICS may purchase the remaining 49 percent of ARK Logic. • In October 1992, ICS entered into an alliance with American Microsystems Inc., in which ICS secured wafer processing capacity through the year 2000. • ICS licensed DSP Group’s Pine digital signal processing and TrueSpeech voice compression technologies for use in its next-generation audio components. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-141 ICT North American Company Profiles ICT ICT Inc. 2123 Ringwood Avenue San Jose, California 95131 Telephone: (408) 434-0678 Fax: (408) 434-0688 Web Site: www.ictpld.com Fabless IC Supplier Financial History ($M) Sales Employees 1991 6 1992 8 1993 10 1994 12 1995 15 30 50 75 75 80 Company Overview and Strategy ICT Inc. was founded in November 1991 after acquiring the business originally established in 1983 by International CMOS Technology. ICT is organized into two divisions: the Programmable Logic Division (PLD) and the Personal Computer Products Division (PCPD). The PLD division designs, develops, and markets user-programmable integrated circuits specializing in programmable logic devices (PLDs). The PCPD division designs and markets PC core logic chipsets and peripheral controller products. ICT's products are used by designers of computer, telecommunication, industrial control, medical, and consumer electronics systems. Management Larry Matheny Volker Cathrein Edward Barnett Donald E. Robinson Web Chang Manny Pitta 1-142 President and Chief Executive Officer Chief Financial Officer Vice President, Marketing Vice President, Special Products Director, Engineering, PCPD Director, Marketing, PCPD INTEGRATED CIRCUIT ENGINEERING CORPORATION ICT North American Company Profiles Products and Processes ICT's programmable logic product line consists of two families of CMOS PLDs—PEEL Devices and PEEL Arrays—in addition to supporting development tools. PEEL Devices are simple PLDs designed as replacements for standard 20-pin and 24-pin PAL/GAL devices with speed grades ranging from 5ns to 25ns. PEEL Arrays are complex PLDs (CPLDs) that combine a non-segmented PLA with FPGA-like logic cells with wide single-level delays as fast as 9ns/15ns (internal/external). PEEL Arrays are used for combinatorial logic, with clocking frequencies running up to 80MHz for sequential functions. PEEL PEEL PEEL PEEL PEEL PEEL PEEL Devices 16V8 18CV8 20V8 20CG10A 22CV8 22CV10A PEEL Arrays PA7024 PA7128 PA7140 ICT's PLDs are designed and manufactured using proprietary 0.8µm CMOS EEPROM technology. The company's PC product line consist of Pentium and 486 portable and desktop core logic chipsets, programmable peripheral interface ICs, and peripheral controller ICs. Semiconductor Fabrication Facilities As with other fabless IC suppliers, ICT utilizes external fabrication and assembly facilities. ICT wafers are currently fabricated by two companies: Chartered Semiconductor Manufacturing of Singapore and Rohm Co. of Japan. Assembly work is handled by multiple vendors in the Philippines, Thailand, and Taiwan, while testing functions are performed at the firm's headquarters in San Jose. Key Agreements • ICT has a license agreement with AMD involving PLD products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-143 IDT North American Company Profiles INTEGRATED DEVICE T ECHNOLOGY (IDT) Integrated Device Technology, Inc. 2972 Stender Way Santa Clara, California 95054 Telephone: (408) 727-6116 Fax: (408) 727-8043 Web Site: www.idt.com IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Capital Expenditures 1992 203 (33) 52 26 1993 236 5 54 28 1994 330 40 64 38 1995 422 78 78 95 1996 680 120 133 n/a Employees 2,159 2,414 2,615 2,965 3,875 Company Overview and Strategy Integrated Device Technology, Inc. (IDT), founded in 1980, designs, manufactures, and proprietary and industry standard integrated circuits using high-performance CMOS and technologies. The company's four semiconductor product groups are synergistic, and are manufacturers of high-performance electronic systems in the desktop computing, communications, and office automation industries. The product groups are SRAMs, products (SMPs), logic products, and RISC microprocessors. Server/ Workstation 11% RISC Microprocessors 11% Military/Other 6% Desktop 39% Office Automation 18% Communications 26% 1995 Sales by End-Use Market 1-144 markets complex BiCMOS process aimed primarily at network server, specialty memory Logic Products 21% SRAMs 40% Specialty Memory Products 28% 1995 Sales by Product Group INTEGRATED CIRCUIT ENGINEERING CORPORATION IDT North American Company Profiles Asia 10% Japan 9% Europe 20% United States 61% 1995 Sales by Geographic Region Management Leonard C. Perham Stuart Bardach Charles R. Clark William B. Cortelyou Robin H. Hodge Alan H. Huggins Daniel Lewis Chuen-Der Lien John R. Mick Danny R. Morris Alex Naqvi Bob Phillips Richard R. Picard Joseph F. Santandea Christopher P. Schott William D. Snyder Thomas B. Wroblewski President and Chief Executive Officer Vice President, Quality Vice President, Subsystems Products Vice President, Wafer Operations Vice President, Assembly and Test Vice President, Memory Division Vice President, Sales Vice President, Technology Development Vice President, Systems Technology Group Vice President, FIFO Products Vice President, Microprocessor RISC Products Vice President, Worldwide Manufacturing Vice President, Logic and Microprocessor Products Vice President, Special Products Vice President, Specialty Memory Products Vice President, Finance and Chief Financial Officer Vice President, Human Resources Products and Processes IDT produces SRAMs, specialty memory products (SMPs), logic products, and RISC microprocessors. These products are designed and manufactured using proprietary advanced submicron CMOS and BiCMOS process technologies, including the company's newest CMOS VIII 0.5µm process. The next-generation 0.35µm process is due in 1996. IDT's product groups are outlined below. SRAMs • Standard fast CMOS and BiCMOS SRAMs with 16K to 1M densities and access times as fast as 12ns. • 3.3V fast CMOS and BiCMOS SRAMs with 256K and 1M densities and access times as fast as 15ns. • Cache and cache tag SRAMs for 486, Pentium, PowerPC, and R3000 microprocessors as fast as 7ns. • High-speed BiCMOS ECL I/O SRAMs with 4K to 1M densities and access times as fast as 4ns. • High-speed CMOS and BiCMOS module products. • Will introduce in 1996 its “Fusion Memory”, a combination of DRAM-type circuitry with near high-end SRAM performance. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-145 IDT North American Company Profiles Specialty Memory Products (SMPs) • High-speed CMOS and BiCMOS multi-port RAMs with 16K to 256K densities. • First-in, first-out memories (FIFOs) in synchronous unidirectional or bidirectional and asynchronous unidirectional or bidirectional versions. Logic Products • High-speed FCT and FCT-T CMOS logic devices. • High-speed complex logic devices. • ATM transceiver devices. RISC Microprocessors • R3000- and R4000-based 32-bit microprocessors, microcontrollers, and cores, as well as the fourth generation R4600 Orion 64-bit microprocessor. • RISC subsystems. Semiconductor Fabrication Facilities Integrated Device Technology 1566 Moffett Street Salinas, California 93905 Fab 2 Cleanroom size: 24,000 square feet (Class 3) Capacity (wafers/week): 2,050 Wafer size: 150mm Process: CMOS Products: SRAMs, FIFOs, MPUs Feature sizes: 0.5µm-0.8µm Integrated Device Technology 2670 Seeley Road San Jose, California 95134 Telephone: (408) 944-0114 Fab 3 Cleanroom size: 24,000 square feet (Class 1) Capacity (wafers/week): 2,050 Wafer size: 150mm Processes: CMOS, BiCMOS Products: SRAMs, FIFOs, RISC MPUs, logic ICs, R&D Feature sizes: 0.5µm-0.8µm Integrated Device Technology Hillsboro, Oregon Fab 4 Cleanroom size: 48,000 square feet (Class 1) Capacity (wafers/week): 1,875 (3,000 when fully outfitted) Wafer size: 200mm Processes: CMOS, BiCMOS Feature sizes: 0.35µm, 0.5µm (Began operations in 1Q96) Key Agreements • IDT licensed its SRAM, RISC, and other IC technologies to startup South Korean IC producer Iljin Group. Iljin is expected to start production at its new 200mm fab in 3Q97. • IDT, a MoSys Inc. foundry and minority investor, will serve as an alternate second-source supplier for a MoSys Multi-bank DRAM device version called MCache or Fusion Memory. 1-146 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles IDT • IDT codesigned its Mips-based Orion 64-bit RISC microprocessor with its partner, Quantum Effect Design. • IDT is cooperating with Siemens in the production of 32-bit microcontrollers based on the Mips Computer Systems R3000 architecture. The two parties are also jointly developing 32-bit RISC controller derivatives for peripherals and embedded-control applications as well as second-sourcing each other's products. • IDT agreed with Toshiba to codevelop and manufacture derivatives of the R3000/R4000 Mips microprocessor architecture for embedded control, PC, and Unix markets. • IDT signed an alternate source agreement with Texas Instruments for logic products. TI and IDT are also jointly developing FIFO memory devices. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-147 IMI North American Company Profiles INTERNATIONAL MICROCIRCUITS (IMI) International Microcircuits Inc. 525 Los Coches Street Milpitas, California 95035-5423 Telephone: (408) 263-6300 Fax: (408) 263-6571 IC Manufacturer Employees 70 Company Overview and Strategy International Microcircuits Inc. (IMI) was formed in 1972 to manufacture high quality chrome photomasks. With the invention of the CMOS gate array two years later, IMI pursued a new business and an engineering philosophy to which it has adhered. In the early 1990's IMI began developing niche application specific standard products (ASSPs), building on its years of experience in ASICs. The company has a particular strength in the area of frequency synthesis using phase-locked loop (PLL) techniques. Management Frank Deverse Charlie Stimson Orhan Tozun Ed Walsh President and Chief Executive Officer Vice President, Sales and Marketing, and Chief Financial Officer Vice President, Engineering Vice President, Manufacturing Products and Processes IMI's products are focused on two major applications: frequency synthesis for telecommunications and clock generation for digital systems. These products include clock generation devices for PC motherboards (including those based on the latest CISC and RISC processors) and PLLs and phase detectors for cellular phones, cordless phones, satellite receivers, and cable TV boxes. Semiconductor Fabrication Facilities International Microcircuits Inc. 525 Los Coches Street Milpitas, California 95035-5423 Cleanroom size: 2,000 square feet (Class 10) Wafer size: 150mm Process: CMOS Products: ASSPs 1-148 INTEGRATED CIRCUIT ENGINEERING CORPORATION IMP North American Company Profiles IMP IMP, Inc. 2830 North First Street San Jose, California 95134-2108 Telephone: (408) 432-9100 Fax: (408) 434-0335 Web Site: www.impweb.com IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1992 46 (6) 9 0.2 1993 56 (2) 10 2 1994 48 0.4 9 5 1995 60 1 9 5 1996 77 5 10 n/a 331 324 340 400 425 Company Overview and Strategy IMP was founded in 1981 as International Microelectronic Products, but changed its name to IMP, Inc. in 1993. Originally in the custom IC business, IMP began marketing its silicon foundry in 1987 and exited the custom IC business in 1990 with the introduction of its first standard product. IMP is now comprised of two business groups, the Application-Specific Standard Products group and the Customer-Specific Products group. The company's ASSP group designs, manufacturers, and markets a proprietary line of value-added ICs for tape and disk drive manufacturers. The CSP group provides a wide range of CMOS IC manufacturing processes (specializing in mixed-signal) to companies in the computer and computer peripherals markets, as well as to fabless semiconductor companies and IMP's own ASSP group. Value-added processes include 0.8µm CMOS, EECMOS, 3-volt, and BiCMOS. Europe and Pacific Basin 21% ASSPs 18% North America 79% CSP 82% 1995 Sales by Geographic Region 1995 Sales by Product Group INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-149 IMP North American Company Profiles To address the need for wafer capacity by small fabless startup companies, IMP announced the establishment of its Silicon Venture Partners (SVP) program in May 1995. Under the SVP program, IMP provides access to wafer fabrication capabilities to fabless semiconductor startups. This includes absorbing some of the expenses of developing and producing a new IC in exchange for product, marketing, and/or technology rights, a share of future profits, or other compensation. Management David A. Laws Charles S. Isherwood Russ Almand Jerry Block Robert J. Crossley Jerry L. DaBell Moiz B. Khambaty, Ph.D. Eugene J. Vaatveit President and Chief Executive Officer Senior Vice President and Chief Financial Officer Vice President, Sales Vice President, Materials Vice President, Administration Vice President, Product Development and Applications Vice President, Technology Vice President, Manufacturing Products and Processes Application-Specific Standard Products • High-frequency programmable filters for tape and disk drives. • Read channel ICs with both 3V and 5V operation for tape and disk drives. • Electrically programmable analog circuits (EPAC™)—Analog counterparts to digital FPGAs that are designed for signal conditioning applications in the sensor, instrumentation, and industrial control markets. The EPACs are based on IMP's mixed-signal 1.2µm EECMOS process. Customer-Specific Products—IMP provides specialized or value-added foundry services. The firm is capable of running multiple processes in the same fab. • CMOS Analog Processes: For analog and mixed-signal applications in mass storage products, fax modems, local area networks, cellular phones, and computers. • EECMOS Process: Suitable for customization or personalization of customer designed circuits through on-chip electrical programming. • High-Voltage Processes: Allows a chip to be designed with some sections functioning up to 18 volts and other sections at the typical 5 volts. • 3-volt Processes: To be used with circuits designed for portable system applications. IMP's process technologies include: 0.8µm double-poly/double-metal CMOS, 1.0µm single- and doublepoly/double-metal CMOS, 1.2µm low-voltage and high-voltage CMOS, 1.2µm double-poly/double-metal BiCMOS, and 1.2µm double-poly/double-metal EECMOS. 1-150 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles IMP Semiconductor Fabrication Facilities IMP, Inc. 2830 North First Street San Jose, California 95134 Cleanroom size: 16,000 square feet (Class 10) Capacity (wafers/week): 3,000 Wafer size: 125mm Processes: CMOS, BiCMOS, EECMOS Products: ASSPs, ROMs, foundry services Feature sizes: CMOS: 0.8µm, 1.0µm, 1.2µm, 2.0µm, 3.0µm, 5.0µm BiCMOS: 1.2µm EECMOS: 1.2µm Key Agreements • In July 1995, IMP signed a five-year foundry agreement with Rockwell Semiconductor Systems for the fabrication of Rockwell’s mixed-signal modem ICs. • IMP joined with Zilog and Allegro MicroSystems in a marketing alliance. The team is marketing what they call a ZIA disk drive chipset, with ZIA standing for Zilog, IMP, and Allegro. IMP's contribution to the ZIA chipset are the read channel ICs and ROMs. • In 1992, IMP signed a technology and distribution agreement with Asahi Kasei Microsystems (AKM) covering ASSPs. • IMP has a design and process technology transfer agreement with South African Microelectronic Systems (SAMES). SAMES purchased the rights to IMP's 1.2µm and 2.0µm mixed-signal process technologies and has been qualified as a second source for IMP high-volume manufacturing processes. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-151 Integrated Silicon Solution North American Company Profiles INTEGRATED SILICON S OLUTION (ISSI) Integrated Silicon Solution Inc. 680 Almanor Avenue Sunnyvale, California 94086 Telephone: (408) 733-4774 Fax: (408) 245-4774 Fabless IC Supplier Financial History ($M), Fiscal Year Ends September 30 Sales Net Income R&D Expenditures 1991 10 (1) 2 1992 29 1 3 Employees 1993 53 6 6 1994 61 5 9 1995 123 30 15 190 228 311 Company Overview and Strategy Integrated Silicon Solution, Inc. (ISSI) was founded in 1988 and focused its initial development efforts on high-performance SRAMs for cache memory applications. The company introduced its first SRAM products in 1990, and has since expanded its product offerings to include high-speed EPROMs, serial EEPROMs, and flash memory devices. To date, SRAM sales have accounted for substantially all of ISSI's product sales. The majority of the company's sales are derived from Taiwan-based PC motherboard manufacturers, but an increasing portion is coming from PC, data communications, networking, and telecommunications OEMs in the U.S. and Asia. ISSI's business in Taiwan is handled by its wholly owned subsidiary, Integrated Silicon Solution (Taiwan), Inc. (ISSI-Taiwan). United States/ Europe 44% Asia 56% 1995 Sales by Geographic Region 1-152 INTEGRATED CIRCUIT ENGINEERING CORPORATION Integrated Silicon Solution North American Company Profiles Management Jimmy S.M. Lee Kong-Yeu Han Gary L. Fischer Robert B. Cushman Steve Hsia Yun S. Hwang Ming D. Ni Robert Shen John Unger Thomas Doczy Chie-Siang Hong President and Chief Executive Officer Executive Vice President, and General Manager, ISSI-Taiwan Executive Vice President, Finance and Administration and Chief Financial Officer Vice President, Marketing Vice President, Technology Vice President, Design Engineering Vice President, DSP Products Vice President, Manufacturing and Corporate Planning Senior Director, Quality Assurance Director, North American Sales Director, Test and Product Engineering Products and Processes ISSI designs and markets a family of high-performance SRAMs, as well as several families of nonvolatile memory products, such as high-speed, high-density EPROMs, serial EEPROMs, and flash memories. In addition to new SRAM and nonvolatile products, the company is developing a memory-intensive applicationspecific DSP device that incorporates its memory technology. SRAM Products • 5V SRAMs in 64K, 256K, 512K, and 1M density levels with access speeds as low as 10ns. • 3.3V SRAMs in 256K, 512K, and 1M density levels with access speeds as low as 12ns. • 3.3V 1M synchronous SRAMs for Pentium and PowerPC cache applications. EPROM Products • 5V EPROMs in 256K, 512K, and 1M density levels with access speeds of 30ns to 90ns. • 3.3V EPROMs in 512K and 1M density levels with 90ns access times. • 2.4V voice EPROMs with embedded speech algorithm technology. EEPROM Products • 3.3V and 5V serial EEPROMs in 1K, 2K, and 4K density levels. Flash Memory Products • 1M Intel-compatible bulk-erase flash memories. The company plans to introduce a 2M bulk-erase and 1M, 2M, and 4M boot block flash chips in 1996. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-153 Integrated Silicon Solution North American Company Profiles ISSI develops its advanced CMOS process technology in collaboration with its Asian manufacturing partners. Through these alliances, ISSI has jointly developed and taken into production five generations of CMOS memory technology with 1.2µm, 1.0µm, 0.8µm, 0.6µm, and 0.5µm feature sizes. The company currently has several development programs with Taiwan Semiconductor Manufacturing Company (TSMC), including a program based on a 0.35µm design for advanced SRAM applications and a 0.5µm design for a highspeed flash memory product. The company also has collaborative programs with Chartered Semiconductor Manufacturing (CSM) in Singapore for 0.5µm SRAM process technology and with Belling Semiconductor in China for EEPROM design and process technology. Semiconductor Fabrication Facilities ISSI has adopted the fabless manufacturing strategy. Its principal manufacturing partner is TSMC, with whom it also jointly develops process technology. In 1995, 90 percent of ISSI’s wafer capacity was supplied by TSMC. Since 1993, ISSI has also used Chartered as a foundry for some SRAM and flash products. ISSI also has agreements with United Microelectronics Corporation (UMC), and Vanguard Semiconductor, both located in Taiwan, for additional supply of wafers. (see Key Agreements below). Key Agreements • In early 1996, ISSI announced an agreement with Intel. ISSI is licensing flash-related patents from Intel and will pay royalty fees to Intel for the sales of certain flash-based products. • In fiscal 1995, ISSI and UMC signed a manufacturing and joint venture agreement. Under terms of the agreement, ISSI will invest $30 million for equity in a joint manufacturing venture that will provide ISSI with an additional supply of wafers beginning in 1997. In the interim, ISSI has secured foundry capacity with UMC for its wafer supply in 1996. • ISSI has an agreement with Vanguard Semiconductor, located in Taiwan, for Vanguard’s SRAM wafers. Under the agreement, Vanguard will supply ISSI with certain SRAM wafers in exchange for the right to sell specified quantities of the wafers under the Vanguard name. • ISSI has a collaborative development effort with Rohm Corporation for flash memory products. 1-154 INTEGRATED CIRCUIT ENGINEERING CORPORATION Intel North American Company Profiles INTEL Intel Corporation 2200 Mission College Boulevard P.O. Box 58119 Santa Clara, California 95052-8119 Telephone: (408) 765-8080 Fax: (408) 765-1821 Web Site: www.intel.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales IC Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 4,779 3,900 819 618 948 1992 5,844 4,950 1,067 780 1,228 1993 8,782 7,550 2,295 970 1,933 1994 11,521 9,850 2,285 1,111 2,441 1995 16,202 13,590 3,566 1,296 3,550 24,600 25,800 29,500 32,600 41,600 Company Overview and Strategy Intel Corporation was established in 1968 to pursue the potential of integrating large numbers of transistors into silicon chips. The company created the first DRAM, the first EPROM, and the first microprocessor, revolutionizing the electronics industry by making possible small and powerful computing systems. Intel originally flourished as a MOS memory supplier. However, in 1985 Intel abandoned the DRAM business, in favor of microprocessors. Today, Intel is by far the world's leading supplier of MOS microprocessors. The company's other principal products are microprocessor peripherals, motherboards, network and communications products, embedded controllers, and flash memory devices. Its IC products are sold to manufacturers of computer systems and peripherals, automotive equipment, industrial systems, and telecommunications products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-155 Intel North American Company Profiles Systems/ Other 16% Flash Memories 4% Asia Pacific 12% Microcomponents 80% 1995 Sales by Product Group Japan 11% Europe 28% North America 49% 1995 Sales by Geographic Region Thanks to strong demand for its microprocessors, Intel grew to become the world's largest semiconductor manufacturer in 1993. Part of Intel's strategy to maintaining momentum and supporting demand for its products is heavy reinvesting with its profits. Since 1991, Intel has invested more in new plants and equipment each year than any other semiconductor company in the world. The company expects to expend approximately $4.1 billion for capital additions in 1996. Intel believes that communications and multimedia will be decisive areas for the PC industry in the next decade. For this reason, the company continues to introduce new hardware and software products for local area network (LAN) management and personal computer conferencing systems. Intel is also pushing its multimedia extension (MMX) technology, which the company says speeds up the execution of multimediarelated functions by routing compute-intensive code to the central processor, rather than through dedicated silicon. The first processor to use the MMX instruction set will be the Pentium P55C in 4Q96. Intel’s other chips are expected to gain MMX capability in 1997. Management Andrew S. Grove Craig R. Barrett G. Carl Everett, Jr. Frank C. Gill David L. House Paul S. Otellini Gerhard H. Parker Robert W. Reed Leslie L. Vadasz Ronald J. Whittier Albert Y. C. Yu Michael A. Aymar Andy D. Bryant Dennis L. Carter Sunlin Chou Jean-Claude Cornet Richard DeLateur 1-156 President and Chief Executive Officer Executive Vice President and Chief Operating Officer Senior Vice President and GM, Desktop Products Group Senior Vice President and GM, Intel Products Group Senior Vice President and Director, Corporate Strategy Senior Vice President and Director, Sales Senior Vice President and GM, Technology and Manufacturing Group Senior Vice President and GM, Semiconductor Products Group Senior Vice President and Director, Corporate Business Development Senior Vice President and GM, Intel Architecture Laboratories Senior Vice President and GM, Microprocessor Products Group Vice President and GM, Intel486 Microprocessor Division Vice President and Chief Financial Officer Vice President and Director, Corporate Marketing Group Vice President and Director, Components Technology Development Vice President and Director, Microprocessor Technology Vice President, Finance INTEGRATED CIRCUIT ENGINEERING CORPORATION Intel North American Company Profiles Michael Fister Hans Geyer Robert T. Jenkins D. Craig Kinnie Michael Maibach Sean Maloney David Marsing Edward A. Masi Stephen P. Nachtsheim Jacob Pena David Perlmutter Pamela Pollace William Siu Stephen Smith Michael R. Splinter Vice President, Microprocessor Products Group Vice President and GM, Intel Europe Vice President and Director, Corporate Licensing Vice President and Director, Architecture Development Lab Vice President, Government Affairs Vice President, Sales Vice President, Technology and Manufacturing Group Vice President and GM, Scalable Systems Division Vice President and GM, Mobile and Handheld Products Group Vice President, Technology and Manufacturing Group Vice President, Microprocessor Products Group Vice President, Corporate Marketing Vice President, Technology and Manufacturing Group Vice President, Microprocessor Products Group Vice President and GM, Components Manufacturing Products and Processes Intel's principal products are microprocessors, core logic chipsets based on the PCI bus, embedded processors and microcontrollers, flash memory chips, computer modules and boards, network and communications products, personal conferencing products, and scalable parallel processing computers. Some of these products are described in more detail below. • Microprocessors—Intel's 32-bit microprocessors include the Intel486 family, the fifth-generation Pentium family, and the sixth-generation Pentium Pro family. The leading edge Pentium is a 3.3-volt 166MHz processor. The Pentium Pro, which is available in 150MHz, 166Mhz, 180MHz, and 200MHz speed grades, makes use of RISC-like techniques that Intel has chosen to call "dynamic execution". Intel announced in early 1996 that it would phase out its commercial-grade 486SX2 and DX processor lines by the end of 1997. The company will continue to offer 486SX, DX2, and DX4 MPUs, as well as its new ultra-low-power 486SX, but only for embedded applications. • Embedded Processors and Microcontrollers—This product line includes the company's i960 family of 32bit RISC processors, Intel386 and Intel486 processor cores, the 80C196 microprocessor family, and 8-bit and 16-bit microcontrollers. • Flash Memory Chips—Intel continues to be the largest flash memory producer. The company provides a broad line of flash memory devices, with densities ranging from 1M to 16M. In early 1996, Intel announced that it was scaling back production of low-density (256K and 512K) flash parts to open up capacity for higher density devices. • Computer Boards and Modules—A significant portion of Intel's Pentium processors are sold as board-, system-, or module-level products to OEMs. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-157 Intel North American Company Profiles Intel uses advanced CMOS and BiCMOS process technologies in the manufacture of its integrated circuits. In 1995, most of Intel’s IC products were manufactured using 0.6µm process technology. During 1996, the company will aggressively migrate its microprocessor production to the 0.35µm level. In fact, by the end of 1996 Intel expects the majority of its processors will be at 0.35µm. The company expects to begin fabricating chips using 0.25µm process technology in 1997. Some of Intel’s products are still manufactured with 0.8µm and 1.0µm process technologies. Semiconductor Fabrication Facilities During 1995, Intel announced the construction of three new 200mm wafer fabs, one in Oregon (Fab 13), one in Ireland (Fab 14), and one in Israel (Fab 18). Fab 13 will be part of a $2.2 billion campus that will initially be used for research and development, but eventually volume production of the company's Pentium Pro and future P7 microprocessors. The first phase will cost $565 million and is scheduled to come on-line in 1997, at which time the company's aging Fab 4 facility at the site will be closed down. Fab 14 is an expansion of the existing Fab 10 in Ireland. It will be used to manufacture microprocessors in generations beyond the Pentium Pro. Completion of the $1.5 billion plant is scheduled for 1998. In Israel, the $1.6 billion Fab 18 will be used for the production of flash memory chips beginning in 1998. The factory was named out of sequence because 18 is said to be a lucky number in Hebrew tradition. Intel Corporation 3585 Southwest 98th Avenue Aloha, Oregon 97007 Telephone: (503) 681-8080 Fabs D1A Cleanroom size: 20,000 square feet Capacity (wafers/week): 3,225 Wafer size: 200mm Process: CMOS Products: MPUs, R&D Feature sizes: 0.25µm-0.6µm Intel Corporation 3601 Juliet Lane Santa Clara, California 95050 Telephone: (408) 496-9023 Fab D2 Cleanroom size: 70,000 square feet (Class 1) Capacity (wafers/week): 4,000 Wafer size: 200mm Processes: CMOS, BiCMOS Products: MPUs, R&D Feature sizes: 0.25µm-0.6µm Intel Corporation 5200 N.E. Elam Young Parkway Aloha, Oregon 97124-6497 Telephone: (503) 681-8080 Fab 4 (To be closed in early 1997) Cleanroom size: 30,000 square feet Capacity (wafers/week): 4,500 Wafer size: 100mm Processes: NMOS, CMOS Products: MPUs, MCUs, EPROMs Feature sizes: 0.8µm, 1.0µm Intel Corporation 2111 Northeast 25th Avenue Aloha, Oregon 97124 Telephone: (503) 681-8080 Fab 5 Cleanroom size: 10,000 square feet Capacity (wafers/week): 500 Wafer size: 150mm Processes: CMOS, BiCMOS Products: Logic and memory ICs, MPUs Feature sizes: 0.6µm, 0.8µm, 1.0µm 1-158 INTEGRATED CIRCUIT ENGINEERING CORPORATION Intel North American Company Profiles Intel Corporation 5000 West Chandler Boulevard Chandler, Arizona 85226-3699 Telephone: (602) 554-8080 Fab 6 Cleanroom size: 35,000 square feet Capacity (wafers/week): 5,375 Wafer size: 150mm Processes: NMOS, CMOS Products: MPUs, MCUs Feature sizes: 0.8µm, 1.0µm Intel Corporation 4100 Sara Road SE Rio Rancho, New Mexico 87124 Telephone: (505) 893-7000 Fab 7 Cleanroom size: 60,000 square feet Capacity (wafers/week): 8,000 Wafer size: 150mm Process: CMOS Products: Flash memories Feature sizes: 0.4µm, 0.6µm, 0.8µm Intel Israel, Ltd. Jerusalem, Israel Fab 8 Cleanroom size: 10,000 square feet Capacity (wafers/week): 5,250 Wafer size: 150mm Process: CMOS Products: MPUs Feature sizes: 0.6µm, 1.0µm Intel Corporation 4100 Sara Road SE Rio Rancho, New Mexico 87124 Telephone: (505) 893-7000 Fab 9 Cleanroom size: 60,000 square feet Capacity (wafers/week): 7,000 Wafer size: 150mm Processes: CMOS, BiCMOS Products: MPUs, flash memories Feature sizes: 0.4µm, 0.6µm Intel Ireland, Ltd. Collinstown Industrial Park Leixlip, County Kildare, Ireland Telephone: (353) (1) 707-7000 Fab 10 Cleanroom size: 65,000 square feet (Class 1) Capacity (wafers/week): 6,000 Wafer size: 200mm Process: BiCMOS Products: MPUs Feature size: 0.6µm Intel Corporation 4100 Sara Road SE Rio Rancho, New Mexico Telephone: (505) 893-7000 Fab 11 Cleanroom size: 140,000 square feet (Class 1) Capacity (wafers/week): 9,500 Wafer size: 200mm Processes: BiCMOS, CMOS Products: MPUs Feature size: 0.35µm Intel Corporation Chandler, Arizona Fab 12 (Startup in 1997) Cleanroom size: 140,000 square feet (Class 1) Capacity (wafers/week): 12,000 Wafer size: 200mm Process: CMOS Products: MPUs Feature size: 0.25µm Intel Corporation Hillsboro, Oregon Fab 13 (Startup in 1997) Cleanroom size: 140,000 square feet (Class 1) Capacity (wafer/week): 12,000 Wafer size: 200mm Process: CMOS Products: R&D, MPUs Feature sizes: 0.25µm, 0.4µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-159 Intel Intel Ireland, Ltd. Collinstown Industrial Park Leixlip, County Kildare, Ireland Telephone: (353) (1) 707-7000 Fab 14 (Startup in 1998) Cleanroom size: 80,700 square feet (Class 1) Capacity (wafers/week): 7,000 Wafer size: 200mm Process: CMOS Products: MPUs Feature size: 0.25µm North American Company Profiles Intel Israel, Ltd. Kiryat Gat, Israel Fab 18 (Startup in 1998) Cleanroom size: 80,000 square feet (Class 1) Capacity (wafers/week): 7,500 Wafer size: 200mm Process: CMOS Products: Flash memories Feature sizes: 0.25µm, 0.4µm Intel has semiconductor assembly and test facilities in Malaysia and the Philippines. In addition, the company is building a new assembly and test factory in Shanghai, China, scheduled for completion in 1997. Key Agreements • Integrated Silicon Solution Inc. (ISSI) licensed flash memory-related patents from Intel in early 1996. • Intel and AMD signed a five-year patent cross-licensing agreement near the end of 1995 giving the two companies rights to use each other’s MPU-related patents and certain copyrights—excluding microprocessor code. AMD agreed not to use Intel microcode beyond the 486 MPU generation. • In October 1995, Intel and flash memory card maker SanDisk agreed to cross-license the full inventory of their respective flash memory patent portfolios. The deal does not include a physical exchange of technology. • Intel entered a cross-licensing agreement with Micron Technology covering Intel's full range of flash memory patents and products. • Intel and Hewlett-Packard announced a wide ranging joint research and development alliance in 1994 under which the partners are seeking to design a superior next-generation 64-bit microprocessor by 1998. The processor will be binary-compatible with both Intel x86 code and HP PA-RISC code. • Intel announced that it signed a 10-year licensing agreement with Sharp Corporation to co-develop 0.6µm and 0.4µm processes for Intel's flash memory ICs. Sharp currently manufactures a significant portion of Intel’s flash memory products on a foundry basis. • Intel and Philips extended a patent cross-license agreement they made in 1977 to include all of each other's semiconductor devices except certain proprietary Intel MPUs and Philips video products. The agreement is now valid until the year 2000. 1-160 INTEGRATED CIRCUIT ENGINEERING CORPORATION Interdesign North American Company Profiles INTERDESIGN Interdesign Custom Arrays Corporation 525 Del Ray Avenue Sunnyvale, California 94086-3515 Telephone: (408) 749-1166 Fax: (408) 749-1718 Fabless IC Supplier Company Overview and Strategy Founded in 1984, Interdesign is a member of the ELEX Group of companies headquartered in Belgium. Through its association with ELEX, Interdesign offers mixed-signal CMOS custom and standard cell ASICs in addition to its own MM and MV bipolar arrays. The ELEX Group also has a wafer foundry, X-FAB, located in Germany with technologies that include N-well and P-well CMOS, vertical DMOS, MOS analog to 40V, and micro sensors. Foundry services are available to U.S. semiconductor and sensor companies, through Interdesign acting as an interface between the foundry and the customers. "Interdesign" has been registered as a trademark and the company has commenced doing business as Interdesign. Management Robert W. Townley William H. Hass President Vice President, Finance Products and Processes Interdesign supplies mixed-signal CMOS ASICs, both custom and standard cell. Semiconductor Fabrication Facilities Interdesign occupies an 8,000-square-foot facility devoted to assembly, test, and engineering. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-161 International Rectifier North American Company Profiles INTERNATIONAL RECTIFIER (IR) International Rectifier Corporation 233 Kansas Street El Segundo, California 90245 Telephone: (310) 322-3331 Fax: (310) 322-3332 Web Site: www.irf.com IC Manufacturer Financial History ($M), Fiscal Year Ends June 30 Sales IC Sales* Net Income R&D Expenditures Capital Expenditures 1991 253 12 16 8 14 1992 265 15 9 9 35 1993 282 17 (3) 14 17 1994 329 22 16 16 25 1995 429 29 39 20 107 Employees 2,700 3,000 2,700 3,100 3,310 *Calendar year Company Overview and Strategy International Rectifier (IR) was founded in 1947 and is today a major worldwide manufacturer of power semiconductors with applications in the automotive, consumer electronics, computer/peripheral, industrial, lighting, telecommunications, and government/space markets. The company's growth products for fiscal 1995 included HEXFET® power MOSFETs, insulated gate bipolar transistors (IGBTs), control ICs, and high-performance diodes. In control ICs, new development efforts concentrate on devices tailored to their applications. New control ICs are tuned to specific power levels, features, and circuit topologies in motor control, lighting, and power supply applications. Asia 26% North America 46% Europe 28% 1995 Sales by Geographic Region 1-162 INTEGRATED CIRCUIT ENGINEERING CORPORATION International Rectifier North American Company Profiles Management Alexander Lidow Derek B. Lidow Robert J. Mueller Michael P. McGee Gene Sheridan Chief Executive Officer Chief Executive Officer Executive Vice President, External Affairs and Business Development Vice President and Chief Financial Officer Director, Strategic Product Marketing Products and Processes IR manufactures power semiconductors, including HEXFET power MOSFETs, IGBTs, power ICs, diodes, rectifiers, thyristors, and standard and custom power modules. In late 1995, IR introduced its next-generation manufacturing technology, a four-step mask, low-voltage process called Gen 5. The Gen 5 process is already being used at the company’s Temecula fab. Semiconductor Fabrication Facilities International Rectifier (HEXFET America) 41915 Business Park Drive Temecula, California 92390 Telephone: (714) 676-7500 Cleanroom size: 45,000 square feet Capacity (wafers/week): 13,100 Wafer sizes: 125mm, 150mm Processes: CMOS, MOS Products: Discretes, power ICs Feature sizes: 1.0µm-5.0µm International Rectifier 233 Kansas Street El Segundo, California 90245 Telephone: (310) 322-3331 Capacity (wafers/week): 3,250 Wafer size: 100mm Processes: CMOS, MOS Products: Discretes, power ICs Feature size: 5.0µm International Rectifier Italiana, S.p.A. Via Privata Liguria 49 10071 Borgoro, Turin, Italy Telephone: (39) 11-470-14-84 Capacity (wafers/week): 6,250 Wafer size: 100mm Products: Discretes Key Agreements • International Rectifier signed a cross-licensing and alternate-source agreement with Motorola covering power ICs and power discretes. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-163 ISD North American Company Profiles INFORMATION STORAGE DEVICES (ISD) Information Storage Devices, Inc. 2045 Hamilton Avenue San Jose, California 95125 Telephone: (408) 369-2400 Fax: (408) 369-2422 Web Site: www.isd.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures 1991 0.2 (3) 1 Employees 1992 5 (3) 1 1993 23 — 2 1994 39 4 3 1995 55 6 7 70 122 Company Overview and Strategy Information Storage Devices, Inc. (ISD), designs, develops, and markets integrated circuits for voice recording and playback using the company’s proprietary ChipCorder™ storage technology. The company’s ChipCorder products are targeted at the consumer, communications, and industrial market segments. In 1991, ISD introduced its first commercially available products—non-volatile chips that store analog signals in analog form. From its inception in December 1987, ISD's charter has been to develop such devices for storage of voice, music, and other forms of analog information on a single chip. ISD's storage technology is adaptable to a variety of small form factor applications, such as hand-held products, alarms, answering machines, cellular phones, greeting cards, and implantable medical devices. The firm's original chips were capable of storing up to 20 seconds of information. However, ISD claims parts based on a new 0.8µm process will be able to store 180 seconds of information. The company has received eight patents with several others pending. ISD became a public company in February 1995. 1-164 INTEGRATED CIRCUIT ENGINEERING CORPORATION ISD North American Company Profiles Europe 7% United States 35% Asia 58% 1995 Sales by Geographic Region Management David L. Angel Trevor Blyth Michael Geilhufe Genda Hu Scott Owen Felix J. Rosengarten Steve Stephansen Al Woodhull President and Chief Executive Officer Vice President, Advanced Development Vice President, Quality and Reliability Vice President, Technology Vice President, Engineering and Chief Operating Officer Vice President, Finance and Chief Financial Officer Vice President, Marketing, Sales, and Business Development Vice President, Manufacturing Products and Processes ISD's ChipCorder™ products are solid-state memory devices based on flash technology that store analog signals in a multi-level format. The company currently offers five product families incorporating its ChipCoder Technology. All of the company’s ChipCoder products feature an on-chip oscillator, microphone preamplifier, automatic gain control, anti-aliasing filter, smoothing filter, and speaker amplifier. The devices are being built using 0.8µm, 1.2µm, and 1.5µm CMOS technology. Semiconductor Fabrication Facilities ISD currently has foundry agreements with Rohm, Sanyo, and Samsung. Key Agreements • ISD formed an agreement with Samsung to jointly develop and market products based on ISD's ChipCorder technology for the recording and playback of voices. The deal also guarantees ISD a portion of Samsung's fab capacity. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-165 IXYS North American Company Profiles IXYS IXYS Corporation 3540 Bassett Street Santa Clara, California 95054 Telephone: (408) 435-1900 Fax: (408) 435-0670 Web Site: www.ixys.com Fabless IC Supplier Company Overview and Strategy IXYS Corporation designs, develops, and markets a broad spectrum of power semiconductors, integrated circuits, and modules for the global power market. IXYS products are incorporated into various industrial, commercial, and military systems. Founded in 1983, IXYS has been an innovator in power MOS semiconductor products and technologies since its inception. However, it has differentiated itself by focusing on the higher voltage and higher power end of the MOSFET and IGBT spectrum. The company's strategy is to provide cost-effective systems solutions for its target markets. To that end, it provides several lines of low-cost chipsets for various applications. In April 1989, IXYS acquired the Asea Brown Boveri (ABB) power semiconductor operation in Lampertheim, Germany. Now called IXYS, GmbH, the firm is recognized for pioneering direct copper bonding-to-ceramic packaging technology and provides IXYS with a strong foothold in the European market. Management Nathan Zommer, Ph.D. Peter Ingram Arnold Agbayani Rich Fassler President and Chief Executive Officer Managing Director, IXYS Semiconductor GmbH Vice President, Finance Vice President, Sales and Marketing Products and Processes The IGBT discrete and IGBT module product lines are the company's flagship products. They are targeted at the AC motor drive market first and at electric vehicles for the long-term market. 1-166 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles IXYS IXYS's major product lines include: Modules • IGBT modules • High current thyristor and rectifier modules • Rectifier bridges • Custom (customer-specific) power modules Discretes • IGBTs • MegaMOS FETs • HiPer FET™ • Ultra-fast recovery epitaxial diodes (FREDs) • High-current rectifiers and switching current regulators • High-power thyristors and rectifiers Smart Power ICs • High-voltage current regulators • Half-bridge (high side/low side) smart power ICs • Pulse width modulation controllers For the design of its products, IXYS uses a proprietary HDMOS (high performance DMOS) technology, which is compatible with standard bulk CMOS. Semiconductor Fabrication Facilities The company’s semiconductor products are fabricated in external wafer fabrication facilities through technology and foundry relationships with a number of semiconductor companies throughout the world. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-167 Lansdale Semiconductor North American Company Profiles LANSDALE S EMICONDUCTOR Lansdale Semiconductor, Inc. 2502 West Huntington Drive Tempe, Arizona 85282 Telephone: (602) 438-0123 Fax: (602) 438-0138 Web Site: ssi.syspac.com/~lansdale IC Manufacturer Financial History ($M) Sales Net Income 1991 9 2 1992 7 0.5 1993 7 — 1994 6 — 1995 8 — Employees 40 38 40 45 50 Company Overview and Strategy Founded in 1964, Lansdale Semiconductor is a semiconductor life cycle extender dedicated to manufacturing past and present technologies as long as the market requires them. The privately-held company is a strategic resource for critical military programs, telecommunications systems, and semiconductor OEMs wishing to offer their products longer than the normal lifecycle dictates. The company purchases lines as they are discontinued by large semiconductor companies such as Intel, Signetics, Harris, National, and Motorola. It actively seeks new product licenses from semiconductor manufacturers as part of its niche strategy and supports OEM semiconductor companies by manufacturing wafers on a foundry basis to extend their product lifecycles. Military weapons systems typically operate for approximately 25 years while the commercial lifecycle of a semiconductor chip is about seven years. Lansdale manufactures and supports these products on a continuing basis making it possible to extend the lifecycles of the system and its products. Management R. Dale Lillard 1-168 Owner and President INTEGRATED CIRCUIT ENGINEERING CORPORATION Lansdale Semiconductor North American Company Profiles Products and Processes Lansdale's current product lines (about 2,600 parts) include NMOS 8-bit MPUs and bipolar general purpose logic, MPU, SRAM, PROM, and linear ICs, as well as bipolar full custom devices. Original Manufacturer AMD Raytheon Signetics Motorola Harris National Intel Product Line Digital Bipolar ICs DTL 200 Series ICs DTL, TTL ICs, 54LS, 82S, 54S, 54H, LSI, 8X SUHL ICs, 5400 TTL, 3000 TTL, 900 DTE, RTL, Linear 0512 Bipolar PROMs, 7600 Bipolar PROMs/Diode Matrices PMOS ICs 8080A and peripherals, 828x Peripherals Semiconductor Fabrication Facilities Lansdale Semiconductor, Inc. 2502 West Huntington Drive Tempe, Arizona 85282 Cleanroom size: 10,000 square feet (Class 100) Capacity (wafers/week): 2,000 Wafer sizes: 100mm, 3in Processes: Bipolar, LS, Linear, TTL Products: Foundry service, Bipolar ICs Feature size: 3µm, two-layer metal INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-169 Lattice Semiconductor North American Company Profiles LATTICE S EMICONDUCTOR Lattice Semiconductor Corporation 5555 Northeast Moore Court Hillsboro, Oregon 97124-6421 Telephone: (503) 681-0118 Fax: (503) 681-0347 Web Site: www.latticesemi.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Employees 1992 71 11 13 1993 103 17 17 1994 126 22 21 1995 144 27 23 1996 198 42 27 263 352 355 438 450 Company Overview and Strategy Lattice Semiconductor, founded in 1983, is a leader in the design, development, and marketing of highdensity and low-density, high-speed EECMOS programmable logic devices (PLDs) and related software development systems. Its proprietary Generic Array Logic (GAL® ), pLSI® , and ispLSI® devices are sold worldwide, primarily to OEMs of microcomputers, computer peripherals, graphics systems, workstations, telecommunications gear, military systems, and industrial controls. Lattice's strategy is to offer a full line of high-performance and cost-effective standard programmable devices based on innovative architectures while offering design flexibility through reprogrammable technology. The company supports its products with sophisticated logic development tools providing high functionality at low cost that can be easily adopted and fully integrated with common third-party CAE development systems. International 47% U.S. 53% 1995 Sales by Geographic Region 1-170 INTEGRATED CIRCUIT ENGINEERING CORPORATION Lattice Semiconductor North American Company Profiles Management Cyrus Y. Tsui Albert L. Chan Stephen M. Donovan Paul T. Kollar Steven A. Laub Rodney F. Sloss Jerry G. Taylor Jonathan K. Yu Kenneth K. Yu President and Chief Executive Officer Vice President, California Product Development Vice President, International Sales Vice President, Sales Vice President and General Manager Vice President, Finance and Secretary Vice President, Oregon Product Development Vice President, Operations Vice President and Managing Director, Lattice Asia Products and Processes Lattice's base business involves its GAL product family, targeting the low-density simple PLD (SPLD) market. The company sells the industry standard GAL16V8, GAL20V8, GAL22V10, GAL20RA10, and GAL20XV10 architectures in a variety of speed grades (as fast as 3.5ns), with 5V or 3.3V signal compatibility. Lattice also offers several proprietary architectures, the GAL26CV12, GAL18V10, GAL16VP8, GAL20VP8, and GAL6001/2, each of which is optimized for specific applications. In 1994, the company extended its GAL line by introducing the ispGAL22V10, bringing the advantages of in-system programmability to the low density market. Lattice entered the high-density complex PLD (CPLD) market in 1992 by releasing its pLSI® and ispLSI® 1000 product families. The second-generation 1000E family, incorporates familiar GAL-like logic building blocks and offers performance up to 125MHz (7.5ns) and densities of 2,000 to 8,000 gates. Two of the company's newer families are the 2000 and 3000 series. The isp/pLSI 2000 family provides speeds of up to 150MHz (5.5ns) and is the first high-density PLD architecture capable of supporting advanced microprocessors operating at clock speeds over 60MHz. The isp/pLSI 3000 family offers densities of 8,000 to 14,000 gates, while retaining performance up to 110MHz (10ns). In early 1996, Lattice announced it would begin offering predefined, function-specific memory and counter-timer megacells for its pLSI and ispLSI CPLD families. Lattice also offers its ispGDS™ (Generic Digital Switch) family of in-system programmable switching matrices targeted at mechanical dip switch replacement and connectivity applications. The company's products are based on a proprietary EECMOS process technology, called UltraMOS® . The current mainstream process, UltraMOS V, is a 0.65µm, double-metal CMOS technology. Lattice moved its 0.5µm UltraMOS VI process into production in late 1995. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-171 Lattice Semiconductor North American Company Profiles Semiconductor Fabrication Facilities Most Lattice Semiconductor products are produced by Seiko Epson in Japan. In 1994, Lattice invested $42 million in Seiko Epson for the expansion of Seiko’s submicron wafer fab in Sakata, Japan. The investment will provide Lattice with additional submicron manufacturing capacity through 1997. Lattice added Taiwan’s United Microelectronics Corporation (UMC) as a foundry partner in 1995. In October 1995, Lattice said it would invest $60 million over a two-year period for a 10 percent equity stake in one of UMC’s joint-venture fabs that will come on-line in mid-1997. Additionally, UMC agreed to provide Lattice with interim wafer capacity from one of its existing fabs. Key Agreements • Lattice entered into a joint venture with UMC and Oak Technology. Lattice will invest $60 million to gain a 10 percent equity stake in a new joint-venture wafer fab UMC is building in Taiwan. The fab is expected to begin production in mid-1997. UMC also agreed to supply Lattice with wafers from an existing fab until the new fab comes on line. • In 1994, Lattice signed a production agreement with Seiko Epson. As part of the agreement, Lattice advanced Seiko $42 million to finance additional submicron wafer capacity at its fab in Sakata, Japan. In 1995, Lattice invested an additional $2 million for the development of submicron process technology. • Lattice licensed both National and SGS-Thomson to second source its EECMOS PLDs. • Lattice has a cross-licensing agreement with AMD under which patents for AMD's PALs have been exchanged for Lattice's GAL patents. 1-172 INTEGRATED CIRCUIT ENGINEERING CORPORATION Level One North American Company Profiles LEVEL ONE C OMMUNICATIONS Level One Communications Inc. 9750 Goethe Road Sacramento, California 95827 Telephone: (916) 855-5000 Fax: (916) 854-1101 Web Site: www.level1.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 6 (3) 1992 14 2 3 1993 26 4 6 1994 47 8 10 1995 78 10 17 48 70 139 221 300 Company Overview and Strategy Level One Communications, Inc., founded in 1985, is a leading supplier of silicon connectivity solutions for complex mixed-signal communications and networking applications. The company name “Level One” refers to the company’s focus on the physical layer, “layer one”, of the seven layer network model developed by the International Standards Organization (ISO). The company specializes in the development of ASSPs, such as transceivers, repeaters, and related devices used in two key areas of the telecommunications and data communications industry: interface solutions for digital transmission systems; and local and wide area networking (LAN/WAN) solutions, including Ethernet LAN, datacom, and digital modems. Most of Level One’s ICs feature complex functions incorporated on a single silicon chip for applications formerly requiring multiple chips. In June 1995, the company acquired San Francisco Telecom, which operates as a wholly owned subsidiary and develops products for the telecommunications market. Management Robert D. Pepper, Ph.D. J. Francois Crepin George B. Holmes John Kehoe Daniel S. Koellen Manual Yuen Chief Executive Officer Vice President, Business Development Vice President, Worldwide Sales Vice President, Finance and Chief Financial Officer Vice President, Quality and Reliability Assurance Vice President, Operations INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-173 Level One North American Company Profiles Products and Processes Level One’s semiconductor products include T1/E1 transceivers, receivers, repeaters, and clock adapters; digital subscriber line (DSL) chipsets; PDM multiplexers; and Ethernet transceivers and repeaters. Semiconductor Fabrication Facilities Level One utilizes several foundries in the U.S., Europe, and the Far East for the fabrication of its ICs. Key Agreements • In 1995, Level One entered into a technology agreement with Maker Communications Inc. for the development of asynchronous transfer mode (ATM) products. 1-174 INTEGRATED CIRCUIT ENGINEERING CORPORATION Linear Systems North American Company Profiles LINEAR SYSTEMS Linear Integrated Systems, Inc. 4042 Clipper Court Fremont, California 94538 Telephone: (510) 490-9160 Fax: (510) 353-0261 Fabless IC Supplier Company Overview and Strategy Linear Integrated Systems (LIS), a.k.a. Linear Systems, was formed in 1987 with the goal of establishing a market niche by taking advantage of refractory-metal interconnect technology. Most firms have stayed away from refractory metals and instead prefer to use CVD and silicon-gate technologies. Linear Systems specializes in developing integrated circuits for applications in systems where obsolete devices or processes are no longer available or require upgrading. Existing IC products include operational amplifiers, voltage references, and multiplexers. Besides proprietary products, Linear Systems also supplies a broad range of second source and obsolete devices manufactured to customer's requirements. In addition to semiconductor design and custom manufacturing services, state-of-the-art precision thin film services are also offered. Management John H. Hall Mark Ashton Don Howland Paul Norton President General Manager Manager, Eastern U.S. Marketing Manager, Western U.S. Marketing Products and Processes Linear Systems’ proprietary product line includes bipolar linear ICs (e.g., amplifiers, voltage references, multiplexers) and discretes, as well as full custom bipolar, CMOS, and BiCMOS ICs. Using CMOS, bipolar, and dielectric isolation processes, Linear Systems offers a family of second-source products including multiplexers, monolithic dual N-channel JFETs, monolithic dual PNPs and NPNs, switches, and amplifiers. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-175 Linear Technology North American Company Profiles LINEAR T ECHNOLOGY Linear Technology Corporation 1630 McCarthy Boulevard Milpitas, California 95035-7487 Telephone: (408) 432-1900 Fax: (408) 434-0507 Web Site: www.linear-tech.com IC Manufacturer Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 94 17 10 8 1992 119 25 12 10 1993 151 36 10 8 1994 201 57 9 16 1995 265 85 9 22 730 800 870 1,000 1,350 Company Overview and Strategy Linear Technology Corporation (LTC) was founded in 1981 to design, manufacture, and market a broad line of high-performance standard linear integrated circuits. Its devices monitor, condition, amplify, or transform continuous analog signals associated with such physical properties as temperature, pressure, weight, position, light, sound, or speed. The company targets its product and marketing efforts toward the high-performance segments of the linear circuit market. Applications for its products include telecommunications; notebook and desktop computers; video/multimedia; computer peripherals; cellular telephones; industrial, automotive and process controls; network and factory automation products; and satellites. Other 17% Japan 10% Europe 22% U.S. 51% 1995 Sales By Geographic Region 1-176 INTEGRATED CIRCUIT ENGINEERING CORPORATION Linear Technology North American Company Profiles Management Robert H. Swanson, Jr. Paul Chantalat Paul Coghlan Timothy D. Cox Clive B. Davies, Ph.D. Robert C. Dobkin Sean T. Hurley Thomas D. Recine Hans J. Zapf President and Chief Executive Officer Vice President, Quality, Reliability, and Service Vice President, Finance and Chief Financial Officer Vice President, North American Sales Vice President and Chief Operating Officer Vice President, Engineering Vice President, Operations Vice President, Marketing Vice President, International Sales Products and Processes Linear Technology products include: operational, instrumentation, and audio amplifiers; voltage regulators, power management devices, references, comparators, and data converters; switched-capacitor filters; communications interface circuits; single-chip data acquisition sub-systems; pulse width modulators; and sample-and-hold devices. The company markets approximately 4,700 finished part types, of which more than 80 percent are proprietary. Linear Technology uses a variety of process technologies in the design and fabrication of its chips, including standard bipolar, CMOS, BiCMOS, and complementary bipolar, as well as thin-film and laser trimming technologies. Semiconductor Fabrication Facilities Linear Technology Corporation 1630 McCarthy Boulevard Milpitas, California 95035-7487 Fabs 1 and 2 Cleanroom size: 170,000 square feet Capacity (wafers/week): 4,500 Wafer size: 100mm Processes: CMOS, BiCMOS, bipolar Products: Linear ICs Feature sizes: 2.0µm-3.0µm Linear Technology Corporation Camas, Washington Fab 3 Capacity (wafers/week): 2,500 Wafer size: 150mm Processes: CMOS, bipolar Products: Linear ICs Feature sizes: ≤2.0µm (Began production in 2Q96) In early 1995, Linear Technology commenced its own plastic assembly facility in Penang, Malaysia. In the past, the company exclusively used subcontractors for the assembly of its ICs. Now, approximately half of the company’s assembly requirements for plastic packages are met by the Malaysian facility. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-177 Linfinity Microelectronics North American Company Profiles LINFINITY MICROELECTRONICS Linfinity Microelectronics Inc. 11861 Western Avenue Garden Grove, California 92641-2119 Telephone: (714) 898-8121 Fax: (714) 898-2781 IC Manufacturer Financial History ($M), Fiscal Year Ends June 30 Corporate Sales Net Income Semiconductor Sales Capital Expenditures 1991 1992 1993 1994 1995 62 2 69 2 88 6 98 7 103 10 33 27 1 31 2 39 2 40 5 Company Overview and Strategy Linfinity Microelectronics Inc. (LMI) is a wholly owned subsidiary of Symmetricom, Inc. (formerly Silicon General, Inc.). It was founded in 1968 as Silicon General Semiconductors and adopted its current name in 1993. LMI designs, manufactures, and markets linear bipolar, CMOS, and BiCMOS integrated circuits for industrial, commercial, automotive, and military applications. Linfinity's special area of expertise is in power management with an emphasis on mixed-signal technology. The company is expanding the value-added products and services it currently provides for power supply systems, while adding product lines to serve new areas such as signal conditioning and motion control systems. Management Brad P. Whitney Ralph Brandi Shufan Chan Mark Granahan Kelly Jones 1-178 President and Chief Operating Officer Vice President, Sales Vice President, Development Vice President, Marketing Vice President, Manufacturing INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Linfinity Microelectronics Products and Processes Linfinity's products generally address three main markets: power supply systems, motion control, and signal conditioning. Power Supply Linfinity is a leading supplier of a wide variety of power management products, including pulse width modulators (PWMs), voltage regulators, supervisory circuits, and power factor conversion chips. Typical applications for these products include desktop and portable computers, portable communications equipment, video monitors, automotive entertainment, HVAC products, satellites, and lighting. The new product focus in this area includes controllers, linear regulators, DC-DC converters, FET drivers, and voltage supervisors. Motion Control Linfinity makes two kinds of motion control integrated circuits: one that controls the spin motor in computer disk drives and the other controls the position of the read-write head. The new product focus in this area includes sensorless spindle controllers, voice coil controllers, and brushless DC motor controllers. Signal Conditioning Linfinity's signal conditioning circuits include operational amplifiers, comparators, and voltage references. Typical applications include instrumentation, industrial controls, telecommunications, and audio equipment. Linfinity uses a wide range of process technologies that address linear and mixed-signal product requirements. Bipolar Two main process flows are available in this technology. Option A provides a rugged, high-voltage (60V), high-power process for applications such as off-line power supplies and motor drivers. Option B provides a high-performance, low-voltage (20V) process for applications in high-speed, low-noise signal conditioning equipment. CMOS Exhibiting all the characteristics of a good analog CMOS process it provides 18V MOS transistors coupled with high density 3.0µm feature sizes for optimal packing density. Limited logic capability is available at this feature size. BiCMOS The BiCMOS process combines the Option B bipolar and CMOS processes into a single flow. The process is idealized for mixed-signal applications requiring excellent analog performance in conjunction with logic capability. A double-level metal option is available for optimum packing density. Applications include power supply controllers and high-performance disk drive motor controllers. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-179 Linfinity Microelectronics North American Company Profiles Semiconductor Fabrication Facilities Linfinity Microelectronics Inc. 11861 Western Avenue Garden Grove, California 92641 Capacity (wafers/week): 1,700 Wafer size: 100mm Processes: Bipolar, CMOS, BiCMOS Products: Linear ICs, ASICs Feature size: 3.0µm 1-180 INTEGRATED CIRCUIT ENGINEERING CORPORATION Logic Devices North American Company Profiles LOGIC DEVICES Logic Devices Incorporated 628 East Evelyn Avenue Sunnyvale, California 94086 Telephone: (408) 737-3300 Fax: (408) 733-7690 Web Site: www.logicdevices.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 19 0.5 2 1992 12 0.1 1 1993 13 0.3 1 1994 13 1 1 1995 17 1 1 87 61 49 44 49 Company Overview and Strategy Logic Devices Incorporated was founded in 1983. It develops and markets high-performance digital integrated circuits for applications requiring high operating speeds and low operating power. Such applications include computers, workstations, video image processing, medical instrumentation, telecommunications, and military signal processing. Logic Devices was founded as a supplier of building-block DSPs, but later entered the growing 1989 SRAM market. It was driven from the SRAM market in 1992 due to cost and quality problems with its then supplier of SRAM wafers. Sales of the company's SRAM products rebounded in 1994 and continue to account for about 20 percent of sales. The company intends to remain a player in fast SRAMs and other niche SRAM markets, while placing a greater emphasis on DSP devices. SRAMs 20% Europe 12% DSP Devices 80% 1995 Sales by Device Type INTEGRATED CIRCUIT ENGINEERING CORPORATION Far East 8% North America 80% 1995 Sales by Geographic Region 1-181 Logic Devices North American Company Profiles In April 1995, Logic Devices acquired Star Semiconductor, which developed the Sproc programmable digital signal processor architecture. The Sproc architecture enables multiple processors to efficiently share data via a common memory array, resulting in high processing throughput. Management William J. Volz Todd J. Ashford Antony G. Bell William L. Jackson President Chief Financial Officer Vice President, Technology Vice President, Manufacturing Products and Processes High-speed, low-power CMOS SRAMs and DSP circuits are Logic Devices' principal product lines. Its DSPs primarily target video editing, broadcast special effects, and studio production applications, where lossless manipulation of very high bandwidth data is required. The company also offers specialty memories, register products, and high-performance CMOS SCSI controllers. Ultrafast SRAM 16K family 64K family 256K family 1M family Fast Logic Pipeline registers Register files Shadow registers Computational Multipliers Multiplier-accumulators Filters Arithmetic logic units Digital correlators Barrel shifters Interface SCSI bus controllers Specialty Memory Cache-tag memories Resettable memories Cache-data memories FIFOs The company's chips are produced using 0.8µm and 1.0µm CMOS technologies, and it expects to employ a 0.5µm CMOS process in 1996. Semiconductor Fabrication Facilities Logic Devices has teamed with two foundry partners to manufacture its products: Oki in Japan and TSMC in Taiwan. In December 1995, Logic Devices announced a foundry agreement with Zentrum Mikroelektronik Dresden (ZMD), for wafer supply in 1996. 1-182 INTEGRATED CIRCUIT ENGINEERING CORPORATION LSI Computer Systems North American Company Profiles LSI C OMPUTER SYSTEMS LSI Computer Systems, Inc. 1235 Walt Whitman Road Melville, New York 11747-3086 Telephone: (516) 271-0400 Fax: (516) 271-0405 Fabless IC Supplier Company Overview and Strategy LSI Computer Systems, Inc. (LSI/CSI) began operations in 1969 and is thought to be the world’s first “fabless” semiconductor company. The privately held company utilizes a broad array of LSI process technologies in the design of full custom and standard ICs for products in applications ranging from consumer and industrial to military and aerospace. LSI Computer Systems is recognized as one of the leading suppliers of lighting control ICs and full custom ICs, and was the first company to develop and market ICs for brushless DC motors. Management Al Musto Chief Executive Officer Products and Processes LSI Computer Systems supplies both standard and full custom ICs. Its standard ICs include programmable digital delay timers, CMOS dividers, incremental encoder interface chips, counters, melody generators, lighting control ICs, AC and brushless DC motor controllers, LCD drivers, telephone line switch controllers, and programmable digital lock circuits. The company’s analog and digital full custom IC service is called Extra-Custom. The use of several external wafer foundries that offer a broad range of process technologies makes the Extra-Custom service flexible in meeting the needs of a variety of applications. LSI Computer Systems custom designs every detail of each Extra-Custom IC thereby providing protection of the customer’s proprietary product techniques. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-183 LSI Logic North American Company Profiles LSI LOGIC LSI Logic Corporation 1551 McCarthy Boulevard Milpitas, California 95035 Telephone: (408) 433-8000 Fax: (408) 433-7715 Web Site: www.lsilogic.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 698 8 81 74 1992 617 (110) 79 143 1993 719 54 79 88 1994 902 109 99 166 1995 1,268 238 124 233 Employees 4,000 3,400 3,370 3,750 3,750 Company Overview and Strategy LSI Logic is a leading designer and manufacturer of high-performance ASICs and related products and services. Founded in 1981, the company uses advanced process technology and design methodology to design and develop highly complex ASICs and other integrated circuits. Customers of LSI Logic are primarily original equipment manufacturers (OEMs) in the electronic data processing, telecommunications and certain office automation industries. Within these industries, the company emphasizes digital video, networking, desktop and personal computing, and wireless communication applications. As process technology becomes more sophisticated, allowing greater density and increased functionality, the "system-on-a-chip" is becoming the foundation of LSI Logic's business. Its CoreWare® methodology and submicron process technologies permit its customers to combine microprocessor "engines", logic blocks (including industry standard functions, protocols, and interfaces), and memory with their own proprietary logic on a single chip. LSI Logic’s CoreWare technology is at the center of its shift toward more consumer and communications products. In 1995, these two segments accounted for 44 percent of the company’s revenue. The firm estimates that in the year 2000, communications and consumer markets will account for 65 percent of total revenues. 1-184 INTEGRATED CIRCUIT ENGINEERING CORPORATION LSI Logic North American Company Profiles ASIC Design and Services 6% Europe 16% Component Products 94% 1995 Sales by Business Asia-Pacific 25% North America 59% 1995 Sales by Geographic Region Management Wilfred J. Corrigan Brian L. Halla Cyril F. Hannon Moshe N. Gavrielov Rick Marz Albert A. Pimentel Joseph M. Zelayeta Peng H. Ang John P. Daane Bruce L. Entin Amnon Fisher James W. Hively Michael D. Rostoker Chief Executive Officer Executive Vice President, LSI Logic Products Executive Vice President, Worldwide Operations Senior Vice President, International Marketing and Sales Senior Vice President, North American Marketing and Sales Senior Vice President and Chief Financial Officer Senior Vice President, Research and Development, and General Manager U.S. Wafer Fab Operations Vice President and General Manager, Consumer Products Vice President and General Manager, Communication Products Vice President, Investor Relations and Corporate Communications Vice President and General Manager, Computer Products Vice President, ASIC Product Development Vice President, Strategic Alliances Products and Processes LSI Logic's broad product line includes high-performance gate array, cell-based, and embedded array ASICs with up to 1.5 million gates (or up to 9 million transistors). The company's CoreWare methodology enables system-on-a-chip design by integrating industry-standard interfaces, such as the PCI interface, and industrystandard cores, such as MPEG engines for video and image compression, graphics accelerators, Ethernet controllers, special-purpose memory, and Mips microprocessors, with customer-defined logic. The company unveiled its first mixed-signal cells in 2Q95, initially for data conversion applications. Over time its library will be expanded to include a wide variety of mixed-signal functions. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-185 LSI Logic North American Company Profiles In 1995, LSI Logic introduced its G10 series of ASIC devices that are based on a methodology it calls application optimization. The new series has elements that are important for speed, power, and integration and can be developed accordingly for a customer’s application. The family, which takes advantage of LSI’s proprietary CoreWare “system-on-a-chip” technology, can integrate up to five million usable gates or 49 million transistors on a single chip. LSI Logic hopes to capitalize on the potential market for low-cost, Internet-exclusive terminals that have been touted to sell for less than $500. The company introduced a Mips-based single-chip architecture device for such an application. Its “Internet on a chip” device, capable of 100 Mips, could open Internet access by enabling users to browse for information using a standard television monitor. In an attempt to enter the MPEG-2 encoding market, LSI Logic unveiled its first complete MPEG-2 encoder chipset. LSI Logic also manufactures and markets stand-alone Sparc and Mips RISC microprocessors as well as other various standard products. In addition, LSI offers a comprehensive set of design tools, applications and system architectural expertise, and advanced packaging and test solutions. MPUs 1% MPRs 6% Standard Cell ASICs 41% Gate Array ASICs 52% 1995 Sales by Device Type (incl. design services) The company uses CMOS technology to manufacture its products. Its leading-edge process technology is a 0.35µm (0.25µm, Leff ) 3-volt CMOS process that was developed for the G10 series of ASIC devices. Semiconductor Fabrication Facilities Nearly all (an estimated 90 percent) of LSI Logic's wafers are manufactured by its Japanese subsidiary, Nihon Semiconductor, Inc. (NSI), which prior to January 1995 was jointly owned by LSI Logic (55 percent) and Kawasaki Steel Corporation (45 percent). LSI Logic is now the sole owner of NSI, as a result of the purchase of Kawasaki Steel's interest. LSI announced that its Japanese chip fab would be among the first in Japan to use SMIF isolation technology in a production setting. The company plans to use the minienvironments in office space converted to a fabrication facility. The system will be used to produce ASICs with 0.5µm and 0.6µm geometries. 1-186 INTEGRATED CIRCUIT ENGINEERING CORPORATION LSI Logic North American Company Profiles In 1995, LSI Logic made a $20 million equity investment in Chartered Semiconductor, in exchange for guaranteed wafer capacity for products based on 0.6µm technology and smaller for a period of 10 years. Chartered's new $800 million 200mm wafer fab began production in the second half of 1995. Also, the company selected Gresham, Oregon, as the U.S. site for a major manufacturing hub that will produce deep submicron devices. Chips produced using 200mm wafers and a 0.35µm CMOS process should begin shipping in 1Q97. As much as $4 billion could be invested during the next 15-year period as the company expands operations at the Gresham location. LSI Logic Corporation 3115 Alfred Street Santa Clara, California 95054 Telephone: (408) 433-6666 Capacity (wafers/week): 250 Wafer size: 150mm Processes: CMOS, BiCMOS Products: R&D Feature sizes: 0.35µm, 0.5µm Nihon Semiconductor, Inc. (NSI) 10 Kitahara, Tsukuba-shi Ibaraki-ken 300-32, Japan Telephone: (81) (298) 64-3359 Fax: (81) (298) 64-3458 Fabs I and II Cleanroom size: 50,000 square feet Capacity (wafers/week): 10,000 Wafer size: 150mm Products: ASICs, MPUs, MPRs Feature sizes: 0.5µm-1.0µm Key Agreements • LSI Logic joined Mentor Graphics to form a 10-year alliance that couples Mentor’s open design tools within LSI Logic’s submicron design and manufacturing environment to ensure “right-first-time” ASICs. • The company formed a five-year alliance with Argonaut Software to develop a family of 3D graphics accelerators. Incorporating LSI’s system-on-chip, the companies will develop upgradeable 3D graphics cores for LSI’s ASIC library. • LSI Logic entered into an agreement with InterDigital Communications Corporation that calls for LSI Logic to develop and produce custom chips for InterDigital to use in Personal Communications Services (PCS handsets and Wireless Local Loop equipment. The cores that LSI Logic will use in the design are based on the company’s G10 0.25µm process technology. • LSI Logic established a joint development agreement with Sanyo Electric to design the core of an HDTV system. • LSI Logic signed an agreement with Philips to collaborate on developing video compression ICs for HDTV applications. • LSI Logic formed an alliance with Cadence Design Systems to provide their mutual customer base with design automation tools, submicron silicon technology (0.5µm and below), and training, service, and support. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-187 LSI Logic North American Company Profiles • LSI Logic signed on Zenith to jointly develop a codec chip supporting a Zenith decoding technology that can double the channel capacity of digital cable-television systems. • The company teamed with David Sarnoff Research Center in 1994 to develop an MPEG-2 video encoding engine for initial use in Sun Microsystems' SparcStation 20 systems. 1-188 INTEGRATED CIRCUIT ENGINEERING CORPORATION Lucent Technologies North American Company Profiles LUCENT T ECHNOLOGIES Lucent Technologies Microelectronics Group (formerly AT&T Microelectronics) Two Oak Way Berkeley Heights, New Jersey 07922-2727 Telephone: (908) 771-2000 Fax: (908) 771-4542 Web site: www.att.com/lucent IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 1991 1992 Sales (Lucent Technologies) Semiconductor Sales Capital Expenditures Employees (Microelectronics) 1993 1994 1995 17,734 19,765 21,413 815 175 900 135 1,095 160 1,280 185 1,675 210 19,000 20,000 20,000 18,500 18,000 Company Overview and Strategy Lucent Technologies Microelectronics Group (formerly AT&T Microelectronics) designs and manufactures advanced integrated circuits, photonic components, interconnection products, and power systems. Its product line is built upon strengths in digital signal processing, networked computing, and communications technologies. The company's products are used in applications such as personal computers, workstations, local-area networks (LANs), wireless telecommunications, voice/data/video switches, consumer telephones, and other high-volume electronic systems. Lucent’s Microelectronics Group total revenue in 1995 is estimated to have been approximately $3.0 billion. Lucent’s semiconductor roots stretch back to the late 1940's, when Bell Labs, the research and development arm of Lucent Technologies, was credited with the invention of the transistor. Bell Labs was given the Nobel Prize for its invention in 1956. After nearly three decades of supplying its parent with chips, AT&T Microelectronics, as it was then known, decided to offer its products on the merchant market. In 1995, semiconductor sales to firms outside AT&T Corporation represented 71 percent of total semiconductor sales. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-189 Lucent Technologies North American Company Profiles AT&T Corporation’s restructuring began with an announcement on September 20, 1995, to separate the $80 billion corporation into three independent companies: AT&T Corporation (communications), Lucent Technologies (systems and technology), and NCR Corporation, recently AT&T Global Information Systems, (business computing). NCR Corporation 10% AT&T Capital 2% Lucent Technologies 26% AT&T Corporation 62% 1995 Corporate Sales by Company The company name, Lucent, was chosen for its meaning “marked by clarity” or “glowing with light” to distinguish itself from AT&T. Lucent Technologies is made up of five business groups: Network Systems, Business Communications Systems, Microelectronics, Consumer Products, and Bell Laboratories. Consumer 8% Other 5% Microelectronics 9% Communications 24% Network Systems 54% 1995 Lucent Technologies' Sales by Business Group Lucent Technologies’ Microelectronics Group is comprised of six strategic business units that are divided into two groups. The units and the major products offered by each are listed below. Integrated Circuit Group Network Communication Digital, high-voltage, linear, high-frequency ICs Wireless and Multimedia DSPs, video encoders Integrated Systems ASICs, FPGAs, LAN ICs, ATM ICs 1-190 INTEGRATED CIRCUIT ENGINEERING CORPORATION Lucent Technologies North American Company Profiles Systems and Components Group Power Systems DC/DC converters Off-Line switches Energy systems Transformers and inductors Power ICs Interconnection Printed circuit boards Backplanes Optoelectronic Products Laser and LED subsystems Management Lucent Technologies Henry B. Schacht Richard A. McGinn Curtis J. Crawford William T. O’Shea Patricia F. Russo Daniel C. Stanzione William B. Marx, Jr. Carleton S. Fiorina Donald K. Peterson Curtis R. Artis Kathleen M. Fitzgerald Richard J. Rawson Arun N. Netravali Chief Executive Officer President and Chief Operating Officer President, Microelectronics Group President, Bell Laboratories President, Business Communications Systems President, Network Systems Senior Executive Vice President Executive Vice President, Corporate Operations Executive Vice President and Chief Financial Officer Senior Vice President, Human Resources Senior Vice President, Public and Investor Relations Senior Vice President and General Counsel Vice President, Research (Bell Laboratories) Lucent Technologies Microelectronics Group Curtis J. Crawford President John T. Dickson Vice President, Integrated Circuits (ICs) Kenneth W. Dorushka Vice President, Sales Richard Mattern Vice President and Chief Operating Officer, Interconnection Technologies Peter R. McCarthy Vice President, Sales Development and Operations John V. Pilitsis Vice President, Optoelectronics William R. Spivey Vice President, Systems and Components Jay A. Walters Vice President and Chief Operating Officer, Power Systems INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-191 Lucent Technologies North American Company Profiles Products and Processes Lucent utilizes CMOS, BiCMOS, bipolar, and GaAs processes in the manufacture of its integrated circuits. The following are Lucent’s primary semiconductor products: 16-bit and 32-bit DSPs, ASICs (digital and mixed-signal standard cells, gate arrays), FPGAs, mass-storage and PC graphics devices, and communication ICs. New multimedia and voice recognition products are expected to do well for the company. Lucent has essentially completed its plans to withdraw from the CMOS foundry business (it still has manufacturing arrangements with Standard Microsystems and Cirrus Logic, see Key Agreements). The company is continuing to provide bipolar manufacturing to outside companies. The AT&T Bipolar Foundry utilizes two industry leading advanced complementary bipolar process technologies, called CBIC-U2 and CBIC-V2. MOS MEMORY DRAM SRAM Flash Memory ANALOG ✔ ✔ ✔ Interface Consumer/Automotive EPROM Voltage Regulator/Reference ROM Data Conversion EEPROM Other (Including Non-Volatile RAM) ✔ ✔ MOS LOGIC General Purpose Logic ✔ ✔ ✔ ✔ Amplifier Gate Array Standard Cell Comparator Other (Includes Telecom) DIGITAL BIPOLAR ✔ ✔ ✔ Bipolar Memory General Purpose Logic Gate Array/Standard Cell Field Progra mmable Logic Field Programmable Logic Other Special Purpose Logic Other Special Purpose Logic MPU/MCU/MPR MOS MICROCOMPONENT ✔ ✔ MPU MCU MPR ✔ 1-192 DSP OTHER ✔ ✔ ✔ Full Custom IC Discrete Optoelectronic INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Lucent Technologies Semiconductor Fabrication Facilities Lucent Technologies Allentown Works 555 Union Boulevard Allentown, Pennsylvania 18103 Telephone: (610) 712-6011 Cleanroom size: 80,000 square feet Capacity (wafers/week): 15,000 Wafer sizes: 125mm, 150mm Processes: NMOS, CMOS, bipolar Products: Linear and logic ICs, DSPs, MPUs ASICs, FPGAs, telecom ICs Feature sizes: 0.5µm-2.5µm Lucent Technologies Orlando Plant 9333 South John Young Parkway Orlando, Florida 32819 Telephone: (407) 345-6000 Cleanroom size: 35,000 square feet Capacity (wafers/week): 7,500 Wafer sizes: 125mm, 150mm Process: CMOS Products: ASICs, FPGAs, DSPs, MPRs Feature sizes: 0.35µm-1.25µm Lucent Technologies Reading Works P.O. Box 13396 Reading, Pennsylvania 19612 Telephone: (610) 939-7011 Cleanroom size: 70,000 square feet Capacity (wafers/week): 5,000 Wafer size: 100mm Processes: Bipolar, HVCMOS, BCDMOS Products: Linear ICs, optoelectronics, foundry services Feature sizes: 1.5µm-3.5µm Lucent Technologies Solid State Technology Center 9901 Hamilton Boulevard Breinigsville, Pennsylvania 18031-9359 Telephone: (610) 391-2000 Lucent Technologies d.a. Espana Poligono Industrial de Tres Cantos S/N (Zona Oeste), 28770 Colmenar Viejo Madrid, Spain Cleanroom size: 20,000 square feet Capacity (wafers/week): 2,800 Wafer size: 150mm Process: CMOS Products: ASICs, communications ICs, DSPs Feature sizes: 0.5µm, 0.9µm, 1.25µm Lucent Technologies/Cirrus Logic Joint Venture 9333 South John Young Parkway Orlando, Florida 32819 Telephone: (407) 345-6000 Capacity (wafers/week): 2,500 Wafer size: 200mm Process: CMOS Products: ASICs, MPRs Feature sizes: 0.35µm, 0.5µm (Scheduled to start production in 1997.) In early 1996, Lucent announced plans to invest $145 million by 1997 to increase the manufacturing capacity at its Madrid facility. The fab will be upgraded to 0.35µm technology and the first ASIC, FPGA, and DSP products based on the new technology will be available in 1997. Expected wafer output will be 5,000 wafers per week. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-193 Lucent Technologies North American Company Profiles Key Agreements • In October 1995, Lucent signed an agreement with Cirrus Logic to form a $600 million joint manufacturing venture in Orlando, Florida. The new facility will be 60 percent owned by Lucent and 40 percent by Cirrus. The new facility will begin production by early 1997, beginning with a 0.35µm process (with plans to move to 0.25µm in the future), and the two companies will equally share its output. • Lucent signed an agreement with Hewlett-Packard in 1995 to develop and dual-source fiber-optic transceivers for SONET/SDH and ATM applications. • Lucent (then AT&T Microelectronics) struck an agreement with Standard Microsystems Corp. (SMC) in 1994 under which SMC agreed to buy equipment for installation in Lucent's fab in Spain in return for a guaranteed portion of the fab output for a period of five years. • Lucent is working with IBM, Loral Federal Systems, and Motorola to establish a manufacturing infrastructure for x-ray lithography. The team hopes to have a manufacturing capability by 1997. • Lucent will continue its IC process technology development alliance with NEC to the 0.25µm level. The deal is based on a similar agreement signed in 1991 in which the companies set out to develop a 0.35µm CMOS process. • Lucent has several agreements with TriQuint Semiconductor involving the development, manufacture, and marketing of GaAs ICs for high-performance wireless and telecommunications systems. As part of the deal, Lucent discontinued its production of GaAs wafers and now relies on TriQuint for the manufacture of its GaAs wafers. The two companies are developing an epitaxial process based on Lucent's GaAs intellectual property. • Lucent is teamed with Sandia National Laboratories to develop new lithography patterning technologies for the production of high-density ICs with geometries below 0.2µm. 1-194 INTEGRATED CIRCUIT ENGINEERING CORPORATION Maxim Integrated Products North American Company Profiles MAXIM INTEGRATED PRODUCTS Maxim Integrated Products, Inc. 120 San Gabriel Drive Sunnyvale, California 94086 Telephone: (408) 737-7600 Fax: (408) 737-7194 Web Site: www.maxim.com IC Manufacturer Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 74 10 11 4 1992 87 14 13 4 1993 110 17 16 13 1994 154 24 13 22 1995 250 39 42 36 500 554 638 1,016 1,552 Company Overview and Strategy Established in 1983, Maxim Integrated Products is a leading designer, developer, and manufacturer of linear and mixed-signal integrated circuits. Maxim's products are the interface between the real, analog world and the world of digital processing. They detect, measure, amplify, and convert real world signals, such as temperature, pressure, or sound, into the digital signals necessary for computer processing. Its circuits are used in a wide variety of microprocessor-based equipment, including PCs and peripherals, test equipment, handheld products, wireless communicators, and video displays. The company also provides a range of high-frequency design processes and capabilities that can be used in custom design. Maxim’s main objective is to actively develop and market both proprietary and industry standard analog integrated circuits that meet the increasing quality standards demanded by customers. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-195 Maxim Integrated Products North American Company Profiles Europe and Pacific Rim 49% United States 51% 1995 Sales By Geographic Region In mid-1994, Maxim acquired substantially all of the assets of the Tektronix's Integrated Circuits Operation in Beaverton, Oregon, for about $22 million. The acquisition provided Maxim with additional wafer production capacity, leading-edge high-frequency bipolar technologies that have broadened the firm's presence in the wireless and optic communications markets, and high-speed data acquisition, RF signal processing, and video products. Management Jack F. Gifford Frederick G. Beck Ziya Boyacigiller Michael J. Byrd Steve Combs, Ph.D. Tunc Doluca Dave J. Fullager Anthony Gilbert Kenneth J. Huening William N. Levin Robert F. Scheer Richard E. Slater Chairman, President and Chief Executive Officer Vice President, Marketing and Sales Vice President Vice President and Chief Financial Officer Vice President, Operations Vice President, Research and Development Vice President, Research and Development Vice President, and Secretary Vice President Vice President Vice President, Wafer Operations Vice President and Chief Accounting Officer Products and Processes Maxim Integrated Products offers a broad range of linear and mixed-signal ICs, including data converters, interface circuits, microprocessor supervisory circuits, operational amplifiers, power control circuits, timers and counters, display circuits, multiplexers and switches, battery chargers, voltage detectors, filters, comparators, and voltage reference circuits. 1-196 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Maxim Integrated Products Semiconductor Fabrication Facilities Maxim supplements is own IC production capacity with foundry agreements with other companies. Maxim Integrated Products 430 West Maude Avenue Sunnyvale, California 94086 Telephone: (408) 746-2650 Cleanroom size: 15,000 square feet (Class 10) Capacity (wafers/week): 3,000 Wafer size: 100mm Processes: CMOS, BiCMOS, bipolar Products: Linear and mixed-signal ICs Feature sizes: 1.2µm-3.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION Maxim Integrated Products 14320 Southwest Jenkins Beaverton, Oregon 97005 Telephone: (503) 641-3737 Cleanroom size: 60,000 square feet Capacity (wafers/week): 2,000 Wafer size: 100mm Process: Bipolar Products: Mixed-signal ICs Feature sizes: 0.8µm-2.0µm (purchased from Tektronix in mid-1994) 1-197 Micrel Semiconductor North American Company Profiles MICREL SEMICONDUCTOR Micrel Semiconductor, Inc. 1849 Fortune Drive San Jose, California 95131 Telephone: (408) 944-0800 Fax: (408) 944-0970 IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 14 0.3 2 1992 18 1 2 1993 19 1 3 1994 35 3 4 1995 53 7 4 140 150 160 180 345 Company Overview and Strategy Micrel was founded in 1978 as an independent high-performance testing facility for manufacturers and consumers of digital and analog ICs. In 1982, Micrel acquired an IC fabrication facility in Sunnyvale, California, from Siemens Components and began acting as a silicon foundry. This led to the company's development of semicustom and standard linear smart power ICs. In early 1993, Micrel moved its headquarters and manufacturing operations from Sunnyvale to San Jose. The new fab, formerly owned by Seeq Technology, tripled Micrel's fab capacity. In 1995, Micrel signed a lease on an additional 63,000 square foot building. This additional space will be used to expand its manufacturing activities. The company also went public in 1995. Micrel is focusing its efforts on the design and marketing of its high-performance analog power ICs to become a strong force in portable computing, desktop computing, communications, and automotive and aviation electronics. 1-198 INTEGRATED CIRCUIT ENGINEERING CORPORATION Micrel Semiconductor North American Company Profiles Military and Other 7% Custom ICs 25% Foundry Services 25% Standard ICs 50% 1995 Sales by Product Telecom 18% Consumer 19% Industrial 29% Computer 27% 1995 Sales by End-Use Market Management Ray Zinn Robert Barker Robert Johnston John Husher Jerome Markus Warren Muller President and Chief Executive Officer Vice President, Finance and Chief Financial Officer Vice President, Marketing and Sales Vice President, Fabrication Operations Vice President, Standard Products Sales Vice President, Test Operations Products and Processes Micrel supplies both standard and semicustom products. The company's key standard product lines include high-current low-side power MOSFET drivers, high-side power MOSFET drivers, low dropout (LDO) linear regulators, high-efficiency switching regulators, PCMCIA power control matrices, power latched drivers, display drivers, P-channel MOSFETs, and open drain power switches. Micrel also continues to offer the use of its fabrication facilities as a foundry source. Micrel uses and offers a full range of processes: CMOS, DMOS, bipolar, BiCMOS, and BCDMOS. The company’s fab is capable of handling metal-gate, silicon-gate, double-metal and double-poly architectures with feature sizes down to 1.0µm. Semiconductor Fabrication Facilities Micrel Semiconductor, Inc. 1849 Fortune Drive San Jose, California 95131 Cleanroom size: 18,000 square feet (Class 10) Capacity (wafers/week): 5,000 Wafer size: 100mm Processes: CMOS, bipolar, DMOS, BiCMOS/DMOS, BCD Feature sizes: 1.0µm-2.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-199 Micro Linear North American Company Profiles MICRO LINEAR Micro Linear Corporation 2092 Concourse Drive San Jose, California 95131 Telephone: (408) 433-5200 Fax: (408) 432-0295 Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditure Employees 1991 35 4 1992 37 3 7 1993 34 — 8 1994 42 3 9 1995 57 11 10 150 210 210 225 251 Company Overview and Strategy Established in 1983, Micro Linear designs, develops, and markets analog and mixed-signal ICs for a broad range of applications within the communications, computer, and industrial markets. Such applications include local-area networks (LANs), mass storage, personal computers, notebook computers, personal digital assistants (PDAs), voice-band telecommunications, data acquisition, motor control, and power management. Micro Linear targets high growth applications that require substantial analog and mixed signal content. Using its designs, the company integrates electronic subsystems or several analog building block circuits into a single circuit or chipset. In 1991, Micro Linear implemented a strategy to diversify its business and lessen its dependence on the hard disk drive industry. As a result, hard disk drive product sales represented only 19 and 15 percent of total revenues in 1994 and 1995, respectively, compared to 81 percent in 1990. International sales represented approximately 31 percent of total revenues in 1995. Other ICs 38% Computer Networking ICs 47% Hard Disk Drive ICs 15% 1995 Sales by Device Type 1-200 INTEGRATED CIRCUIT ENGINEERING CORPORATION Micro Linear North American Company Profiles Management Arthur B. Stabenow William T. Malanczuk Carlos A. Laber Chris A. Ladas Marty Levy Ray A. Reed J. Philip Russell Paul E. Standish Chief Executive Officer President and Chief Operating Officer Vice President, Engineering Vice President, Operations Vice President, Sales Vice President, Business Development Vice President, Finance and Administration Vice President, Marketing and Applications Products and Processes Micro Linear provides second-source products and proprietary standard products as well as semi-standard parts and ASICs using bipolar, CMOS, and BiCMOS processes, with a particular emphasis placed on its 1.5µm BiCMOS technology. Its product offerings are broken down by market application below. Mass storage (HDD, MOD, and tape): Pulse detectors Read/write amplifiers Motor, servo controllers Servo demodulators Read channel SCSI terminators Clock generators Data separators Frequency synthesizers Trajectory generators Voice coil drivers Filters Buffers LANs: Data quantizer Transceivers for MPR, FOIRL Transceivers for AUI/FDDI Transceivers for ATM Fiberoptic LED drivers Voiceband telecommunications: Gain/attenuators Tone detectors Sine-wave generators Equalizers Dual filters Power and motion control: Motor controllers Power factor correctors Battery—DC/DC converters PWM controllers Synchronized power supply chips Resonant controllers Phase modulation controllers LCD backlight IC Data conversion: 12-bit ADCs 10-bit ADCs 8-bit ADCs 8-bit DACs INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-201 Micro Linear North American Company Profiles Semiconductor Fabrication Facilities Micro Linear utilizes wafer foundries for the production of its ICs. 1-202 INTEGRATED CIRCUIT ENGINEERING CORPORATION Microchip Technology North American Company Profiles MICROCHIP T ECHNOLOGY Microchip Technology Inc. 2355 West Chandler Boulevard Chandler, Arizona 85224-6199 Telephone: (602) 786-7200 Fax: (602) 899-9210 Web Site: www.ultranet.com/biz/mchip IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Capital Expenditures 1992 73 0.4 8 8 1993 89 4 9 3 1994 139 19 14 35 1995 208 36 21 71 1996 286 44 49 n/a Employees 1,100 1,070 1,260 1,430 1,600 Company Overview and Strategy Microchip Technology was organized in 1989 by a group of venture capital investors to acquire General Instrument Corporation's Microelectronics division, which was established in 1960. Since the acquisition, Microchip Technology has shifted its focus from commodity memory and logic products to embedded control products. The company is now a leading manufacturer of high-performance, field-programmable RISC microcontrollers, complementary ASSPs, and related specialty memory products for high-volume embedded control applications. Microchip sells its products to a broad and diverse customer base in the consumer, automotive, communications, office automation, and industrial control markets. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-203 Microchip Technology North American Company Profiles Commodity Memories and Logic Products 8% EEPROMs and Specialty EPROMs 34% Microcontrollers and associated development systems 58% 1995 Sales by Product Category United States 35% Other (primarily Asia, Europe, and Japan) 65% 1995 Sales by Geographic Region Microchip's embedded control products (microcontrollers, serial and parallel EEPROMs, and high-speed and low-power EPROMs) represented only eight percent of total product sales in fiscal 1990 compared to 92 percent in fiscal 1995. The remaining 8 percent in fiscal 1995 was represented by the company’s commodity memory and logic products. In the fourth quarter of calendar 1995, Microchip announced it had acquired the “Keelog” hopping code and secure smart card technology and patents developed by Nanoteq of South Africa. The $10 million acquisition also provided Microchip with worldwide marketing rights to the technology. New products are being developed that combine the Keelog and smart card technology with Microchip’s 8-bit MCUs and serial EEPROMs for enhanced security applications in wireless/remote controlled systems. Management Steve Sanghi Timothy B. Billington Frederick J. Bruwer C. Philip Chapman Franc C. Guerrini Robert J. Hackmeister Michael J. Jones David S. Lambert Robert A. Lanford Mitchell R. Little Robert J. Lloyd John F. Oatley Gordon W. Parnell George P. Rigg Howard Teeter Ernest Villicana William Yang 1-204 President and Chief Executive Officer Vice President, Manufacturing Operations Vice President, Secure Data Products Group Vice President, Chief Financial Officer and Secretary Vice President, European Sales Operation Vice President, Assembly and Test and Operations Support Vice President, Human Resources and Information Systems Vice President, Process Development and Manufacturing Engineering Vice President, Worldwide Sales Vice President, Memory Products and ASSP Division Vice President, Facilities Management Vice President, Manufacturing Operations-Pacific Rim Vice President, Controller and Treasurer Vice President, Logic Products Division Vice President, Americas Sales Vice President, Logic Product Marketing Vice President, Finance-Pacific Rim INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Microchip Technology Products and Processes During the 1970's and 1980's, a high-volume ROM and EPROM business was then-General Instrument's primary revenue generator. Since then, however, Microchip has placed designs derived from microcontrollers at the forefront of its strategy, and has limited nonvolatile offerings to specialty areas such as serial EEPROMs. Although commodity EPROM shipments will continue to decrease as a percentage of total sales, the company intends to manage EPROM production levels to maintain optimal manufacturing capacity utilization. Microchip's integrated circuit products are outlined below. These products are based upon CMOS process technology with lithography dimensions down to 0.9µm. The company is in the process of transitioning products to smaller geometry processes. Microcontroller Products • PIC16/17 8-bit microcontrollers that combine a high-performance RISC processor with one-timeprogrammable (OTP) technology. Current PIC16/17 microcontroller product families include advanced features such as sophisticated timers, embedded A/D converters, extended instruction/data memory, inter-processor communication (I2C/SPI ports and USARTs), and ROM, RAM, EPROM, and EEPROM memories. Some of Microchip’s MCUs operate from power supplies as low as 2.0V. Application-Specific Standard Products (ASSPs) • Microchip’s ASSPs combine selected application-specific software programs with different combinations of the company’s standard microcontroller and memory products. EEPROM Products • Serial CMOS EEPROMs with densities ranging from 256bit to 64K and featuring data transfer rates up to 1MHz. The company’s serial EEPROMs are offered with a wide operating voltage range (1.8V to 6.0V). • Parallel CMOS EEPROMs available in 4K, 16K, and 64K densities with 10,000 to 100,000 erase/write cycles (typ). EPROM Products • Standard CMOS EPROMs with densities ranging from 64K to 512K. • Low-voltage (as low as 3.0V) CMOS EPROMs with densities ranging from 64K to 512K. • High-speed 256K CMOS EPROMs with access times as fast as 55ns. Application-Specific Standard Products • TrueGauge™ intelligent battery capacity monitoring and charge controller ICs. • Mouse controller ICs for all Apple Computer and IBM PC-compatible formats. • Energy management controller ICs for reducing power consumption of AC induction motors. • 8-bit microcontrollers with 1K of on-chip serial EEPROM. Other Logic Products • Static LCD driver ICs. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-205 Microchip Technology North American Company Profiles Semiconductor Fabrication Facilities Microchip announced in late 1995 that it plans to invest nearly $1 billion over the next few years to expand its fabrication capacity in Arizona. The investment will consist of $475 million for the construction of Fab III adjacent to its headquarters starting in late 1996 or early 1997 and $550 million to build Fab IV starting in 1998. Fab III will feature 50,000 square feet of cleanroom space and will process 200mm CMOS wafers. Microchip Technology Inc. 2355 West Chandler Boulevard Chandler, Arizona 85224 Fab I Cleanroom size: 24,000 square feet (Class 10) Capacity (wafers/week): 4,500 Wafer sizes: 125mm, 150mm Process: CMOS Feature sizes: 0.9µm-1.5µm Microchip Technology Inc. 1200 South 52nd Street Tempe, Arizona 85281 Fab II Cleanroom size: 25,000 square feet (Class 10) Capacity (wafers/week): 8,000 Wafer size: 150mm Process: CMOS Feature size: 0.9µm Microchip’s IC products are assembled and tested primarily at a subsidiary in Kaohsiung, Taiwan, and a third-party contractor in Bangkok, Thailand. Other third-party assembly and test suppliers used by Microchip are located in the Philippines and other Asian countries. 1-206 INTEGRATED CIRCUIT ENGINEERING CORPORATION Micron Technology North American Company Profiles MICRON T ECHNOLOGY Micron Technology, Inc. 8000 South Federal Way P.O. Box 6 Boise, Idaho 83707-0006 Telephone: (208) 368-4000 Fax: (208) 368-4435 Web Site: www.micron.com IC Manufacturer Financial History ($M), Fiscal Year Ends August 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 425 5 36 83 1992 506 7 48 102 1993 828 104 57 163 1994 1,629 401 83 377 1995 2,953 844 129 961 Employees 4,095 4,300 4,900 5,400 8,080 Company Overview and Strategy Micron Technology, Inc. was founded in 1978 as a semiconductor design consulting firm. In late 1982, the company entered the memory market with a 64K DRAM, which had a significantly smaller die size than competing products. Today, Micron is a leading developer and manufacturer of DRAM, very fast SRAM, and other semiconductor products, processes, and packaging options. It is one of the few U.S.-headquartered merchant DRAM manufacturers. The company's long-term goals are threefold: to offer electronics manufacturers the most advanced and highest quality memory products available; to take advantage of its production expertise by expanding into other memory-related businesses; and to help reinstate the U.S. as the leader in the production of memory ICs. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-207 Micron Technology North American Company Profiles Board-Level Products 3% SRAMs 6% Other 4% Other 8% PCs 15% DRAMs/ Specialty DRAMs 68% 1995 Sales by Product Type Europe 10% Far East 15% North America 71% 1995 Sales by Geographic Region Micron's primary business is memory ICs, but it is also involved in a number of other businesses, including the design and manufacture of custom boards and modules, the development of chips and systems for RF identification applications, flat panel display technologies, and the design and assembly of personal computers. Management Steve R. Appleton Tyler A. Lowrey Donald D. Baldwin Kipp A. Bedard Eugene H. Cloud Robert M. Donnelly W. Bryan Farney Edward J. Heitzeberg Norman L. Schlachler Nancy M. Self Kenneth G. Smith Wilbur G. Stover, Jr. Thomas M. Trent President and Chief Executive Officer Chief Operations Officer Vice President, Sales Vice President, Corporate Affairs Vice President, Marketing Vice President, SRAM Products Group Vice President and General Counsel Vice President, Design, Product Engineering, and Quality Assurance Vice President and Treasurer Vice President, Administration Vice President, Operations Vice President, Finance, and Chief Financial Officer Vice President, Computer Aided Design Products and Processes Micron's semiconductor product strategy is focused primarily on the design, development, and manufacture of memory products, primarily DRAMs and SRAMs, for standard and custom memory applications, with various packaging and configuration options, architectures, and performance characteristics. 1-208 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Micron Technology Micron’s semiconductor products are outlined below. DRAMs • 4M DRAMs in x1 and x4 configurations with support for fast page and extended data-out (EDO) modes. • 16M DRAMs in x4, x8, and x16 configurations with support for fast page, EDO, and burst EDO modes. • 64M DRAMs in x4, x8, and x16 configurations with support for fast page, EDO, and burst EDO modes. • DRAMs are also offered in bare-die form or module form. Graphics DRAMs • 4M EDO DRAMs in x16 configuration. • 8M synchronous graphics RAM (SGRAM) in x32 configuration. Operates from a 3.3V power supply and is offered in speed grades ranging from 15ns/66MHz to 10ns/100MHz. Synchronous SRAMs • 1M flow-through or pipelined burst SRAMs in x18, x32, and x36 configurations. The flow-through devices support bus frequencies up to 67MHz and the pipelined devices up to 125MHz. • 2M flow-through or pipelined burst SRAMs in x18, x32, and x36 configurations. • SRAMs are also offered in bare-die form or module form. Flash Memories • 2M boot block flash memories in x8 configuration using Intel-licensed SmartVoltage technology. • 4M boot block flash memories in x8 and x16 configurations using Intel-licensed SmartVoltage technology. • 16M sector erase flash memories in x8 and x16 configurations using Intel-licensed SmartVoltage technology (samples expected to be available in 3Q96). • Micron plans to introduce a line of solid-state flash memory cards in 2H96. Research and development efforts continue on next generation processes and designs in DRAM, SRAM, flash memory, radio frequency identification devices (RFID), and FED flat panel displays. The company plans to be in production of its first RFID chip, the RFIDEngine, by the end of 1996. Currently, most of Micron’s semiconductor products are based on 0.45µm CMOS technology and are migrating to 0.35µm technology. Semiconductor Fabrication Facilities Micron has completed the conversion of Fab III from 150mm to 200mm wafers, and is in process of converting Fabs I and II. In 1995, the company began construction on a new $2.3 billion 200mm wafer fab complex in Lehi, Utah. The new plant will be capable of processing 10,000 wafers per week, utilizing 0.25µm technology. In early 1996, the company decelerated construction of the fab, due to a softening of the DRAM market. The fab shell will be completed and equipment will be added to it as market conditions warrant. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-209 Micron Technology Micron Technology, Inc. 8000 South Federal Way Boise, Idaho 83707-0006 Fabs I and II Cleanroom size: 26,000 square feet Capacity (wafers/week): 6,000 Wafer size: 150mm, 200mm Process: CMOS Feature sizes: 0.35µm-0.7µm North American Company Profiles Micron Technology, Inc. 8000 South Federal Way Boise, Idaho 83707-0006 Fab III Cleanroom size: 32,000 square feet Capacity (wafers/week): 7,000 Wafer size: 200mm Process: CMOS Feature sizes: 0.35µm, 0.45µm Micron Technology, Inc. 8000 South Federal Way Boise, Idaho 83707-0006 Fab IV Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Feature size: 0.45µm Key Agreements • Micron signed a cross-licensing agreement with Intel covering flash memory ICs. Volume production of 2M and 4M flash chips that are pin-compatible with Intel's boot-block products began in 1995. • Micron announced a memorandum of understanding with NEC on the mutual OEM sales of each other's semiconductor memory products. The deal allows both companies to resell memory products, such as 16M DRAMs and 1M synchronous SRAMs under their own logos. • Micron has made a number of agreements to license its known-good die (KGD) technology. Licensees include Honeywell SSEC, Chip Supply, nChip, and Cybex Technologies. 1-210 INTEGRATED CIRCUIT ENGINEERING CORPORATION Mitel Semiconductor North American Company Profiles MITEL SEMICONDUCTOR Mitel Semiconductor 360 Legget Drive P.O. Box 13089 Kanata, Ontario Canada K2K 1X3 Telephone: (613) 592-2122 Fax: (613) 592-4784 Web Site: www.semicon.mitel.com U.S. Representative: Mitel Semiconductor 2321 Morena Boulevard San Diego, California 92110 Telephone: (619) 276-3421 Fax: (619) 276-7348 IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales* R&D Expenditures Employees 1992 45 8 1993 69 6 1994 80 7 1995 110 9 1996 121 n/a 529 552 564 633 n/a *External sales only. Mitel Semiconductor also supplies ICs and Hybrid to its parent Mitel Corporation. Company Overview and Strategy Mitel Semiconductor was founded in 1976 and supplies analog and digital communications ICs to telecommunications equipment manufacturers around the world. Mitel Semiconductor is a leader in providing complete communications solutions. The company provides analog and digital telecommunications ICs, thick-film hybrids, and board-level products to designers of products such as PBXs, EDs, MUXs, and computer/telephony systems. Mitel Semiconductor also provides extensive design and applications support. Canada 8% Wafers 9% Hybrids 20% ICs 71% 1995 Sales by Product Category INTEGRATED CIRCUIT ENGINEERING CORPORATION Japan 7% ROW 31% Europe 23% United States 31% 1995 Sales by Geographic Region 1-211 Mitel Semiconductor North American Company Profiles Management John Millard Kirk Mandy President and Chief Executive Officer, Mitel Corporation Vice President and General Manager, Semiconductor Division Products and Processes Mitel Semiconductor's product line includes analog and digital switches; DTMF and caller-ID devices; subscriber line circuits (SLICs); telephone-set, ISDN, and line interface devices; and broadband ISDN primary rate and ATM products. Mitel Semiconductor also offers a custom wafer foundry service. Semiconductor Fabrication Facilities Mitel Semiconductor acquired Swedish semiconductor manufacturer ABB Hafo AB in March 1996. ABB Hafo specialized in cell-based ASIC design and the manufacture of custom mixed-signal radiation-hardened ICs and optoelectronics. In 1995, ABB Hafo had revenues of about $40 million, half from ICs and foundry work and half from discretes/optoelectronics. Mitel Semiconductor 18 Airport Boulevard Bromont, Quebec, Canada J0E 1L0 Telephone: (514) 534-2321 Fax: (514) 534-3201 Cleanroom size: 18,000 square feet Capacity (wafers/week): 2,400 Wafer size: 100mm Processes: CMOS, single and double poly and metal, CCD, metal gate, SiCr-on-chip Feature sizes: 1.2µm, 1.5µm, 2.0µm, 3.0µm, 4.0µm, 5.0µm, 9.0µm Mitel Semiconductor AB (formerly ABB Hafo AB) Bruttovägen 1, P.O. Box 520 S-175 26 Järfälla, Sweden Telephone: (46) (8) 580 24500 Fax: (46) (8) 580 225 60 Cleanroom size: 13,000 square feet Capacity (wafers/week): 750 Wafer size: 100mm Processes: CMOS, bipolar, SOS Feature sizes: 1.5µm-3.0µm 1-212 INTEGRATED CIRCUIT ENGINEERING CORPORATION Mosaic Semiconductor North American Company Profiles MOSAIC S EMICONDUCTOR Mosaic Semiconductor, Inc. 7420 Carroll Road San Diego, California 92121-9727 Telephone: (619) 271-4565 Fax: (619) 271-6058 Fabless IC Supplier Employees 25 Company Overview and Strategy Founded in 1988, Mosaic Semiconductor is a supplier of high reliability memory components and subsystems for military, aerospace, industrial, and medical markets. Mosaic's customers are mainly in the U.S., Canada, and Israel, but the company is targeting similar customers in Japan. Management David Armstrong Andrew Ross Jaime Conde S. Fallaize President and Chief Executive Officer Executive Vice President and General Manager Manager, Eastern Area Sales Manager, North American Sales Products and Processes Mosaic's military IC products include DRAMs in densities ranging from 64K to 4M, EEPROMs in 256K and 1M densities, and flash memories in 1M and 4M densities; all conform to MIL STD 883D methods 5004 and 5005. Mosaic's military module offerings include SRAM, EEPROM, flash, and EPROM. Semiconductor Fabrication Facilities Mosaic's ICs are currently manufactured by various North American and Asian semiconductor manufacturers. The company maintains an assembly, test, and package design facility in San Diego. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-213 MOSAID Technologies North American Company Profiles MOSAID T ECHNOLOGIES MOSAID Technologies Incorporated P.O. Box 13579 Kanata, Ontario Canada K2K 1X6 Telephone: (613) 836-3134 Fax: (613) 831-0796 Web Site: www.mosaid.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends April 30 Sales Net Income R&D Expenditures Employees 1992 7 (1) 2 1993 10 2 2 1994 15 3 3 1995 24 4 5 61 58 74 93 Company Overview and Strategy MOSAID Technologies was founded in 1975 to provide MOS memory design and consulting services. Today, the company is a recognized leader in the design of memory chips. It designs and licenses advanced chips for standard memory and application-specific memory (ASM) requirements. The company is also a leading supplier of engineering memory test systems. Approximately 93 percent of MOSAID's sales revenue is generated outside of Canada. Taiwan 4% Other 11% Korea 44% North America 11% Japan 30% 1995 Sales by Geographic Region 1-214 INTEGRATED CIRCUIT ENGINEERING CORPORATION MOSAID Technologies North American Company Profiles Management George J.J. Cwynar Robert C. Albrow Christine Baburek G. Glann Evans Iain H. Scott President and Chief Executive Officer Vice President, Strategic and Technical Development Vice President, Finance and Administration, and Chief Financial Officer Vice President and General Manager, Systems Division Vice President and General Manager, Semiconductor Division Products and Processes MOSAID has experience in eight generations of DRAM designs, from 4K to 64M. Some recent memory chip designs include: a high-performance 16M synchronous DRAM supporting data transfer rates of up to 100M/second, a low-voltage 16M DRAM upgrading the capabilities of portable computers, a low-voltage word-wide 4M DRAM, and a low-power SRAM. Macrocell designs intended for use as blocks within ASICs include high-speed pipelined SRAM and DACs for RAMDAC function, and HDRAM™ (high-density DRAM). MOSAID also designs and sells memory intensive components such as high-performance RAMDACs. In addition, the company designs, manufactures, and distributes engineering test systems for memory chips. Key Agreements • MOSAID announced in May 1994 the formation of a joint venture company to develop a leading edge ASM chip. Ownership of the joint venture Accelerix is shared equally with Symbionics Holdings Limited, a U.K.-based corporation with specific expertise in advanced ASIC applications. • MOSAID announced a project with Newbridge Networks Corporation in Kanata and Kawasaki Steel Corporation in Tokyo, Japan, in September 1994, for the development of an ASIC incorporating a highdensity DRAM (HDRAM) macrocell. • MOSAID announced a project with LG Semicon (formerly Goldstar Electron) in early 1995 for the development of an advanced memory device. • In FY95, MOSAID announced a project with Oki Electric Industry Co., Ltd. to design a 64M SDRAM. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-215 Motorola North American Company Profiles MOTOROLA Motorola, Inc. Semiconductor Products Sector (SPS) 3102 North 56th Street Phoenix, Arizona 85018 Telephone: (602) 952-3000 Fax: (602) 952-6100 Web Site: motserv.indirect.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Corporate Sales Net Income Semiconductor Sales IC Sales Discrete Sales Capital Expenditures 1991 1992 1993 1994 1995 11,341 454 13,303 453 16,963 1,022 22,245 1,560 27,037 1,781 3,920 3,087 833 653 4,470 3,606 864 666 5,800 4,825 975 1,120 6,960 5,600 1,360 1,640 8,540 6,850 1,690 2,530 41,000 44,000 46,000 52,000 Employees (SPS) Company Overview and Strategy Established in 1928, Motorola's first products were battery eliminators and private label radio sets. Shortly after WWII Motorola entered the television and semiconductor businesses. Today, Motorola supplies a wide range of electronic products, including cellular telephones, semiconductors, two-way radios, paging and data communications products, defense and space electronics, computers, and other electronic components, modules, and systems for automotive, industrial, transportation, navigation, communication, energy systems, consumer, and lighting markets. 1-216 INTEGRATED CIRCUIT ENGINEERING CORPORATION Motorola North American Company Profiles Other 11% Land Mobile 12% General Systems 36% Messaging, Information, and Media 12% Semiconductor 29% 1995 Corporate Sales by Product Group/Sector In 1949, Motorola set up a solid-state research laboratory in Phoenix, Arizona, and then established its semiconductor products sector in 1954. The company has since continued to be one of the world’s largest producers of semiconductors. It offers one of the industry's broadest portfolios of semiconductor products, including microprocessors, RF devices, microcontrollers, digital signal processors, memories, sensors, and discretes. Applications for these products are primarily in the communications, computer, and industrial markets, but also in the automotive and consumer markets. Consumer Automotive 11% 12% Industrial 17% Japan 10% Communications 33% Computing 27% 1995 Semiconductor Sales by End-Use Market Asia/Pacific 19% Americas 46% Europe 25% 1995 Semiconductor Sales by Geographic Region Motorola Semiconductor Products Sector (SPS) is organized into five product groups: the Microprocessor and Memory Technologies Group (MMTG); the Microcontroller Technologies Group; the Communications, Power, and Signal Technologies Group; the Logic and Analog Technologies Group; and the recently formed Communications and Advanced Consumer Technologies Group (CACTG). The new CACTG was announced in 1Q96 as part of a broader reorganization of the SPS, undertaken, in part, to promote sales of the PowerPC RISC microprocessor. The Application Specific IC Division, the Digital Signal Processing Division, the High-Performance Embedded Systems Division, the MOS Digital-Analog IC Division, and the Israel Design Center were all combined under the CACTG to target applications in digital wireless and wireline communications, as well as in consumer products like set-top boxes and digital videodisks. The reorganization also refined the focus of the MMTG to encompass all PC and networking solutions, with its principal product being the PowerPC. In addition, the Microcontroller Technologies Group is now responsible for providing systems solutions for the automotive market. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-217 Motorola North American Company Profiles Management Motorola, Inc. Gary L. Tooker Christopher B. Galvin Thomas D. George Carl F. Koenemann Chief Executive Officer President and Chief Operating Officer Executive Vice President Executive Vice President and Chief Financial Officer Motorola Semiconductor Products Sector Thomas D. George President and General Manager Murray A. Goldman Senior Vice President and Assistant General Manager Bertrand Cambou Senior Vice President and Director, Technology R. Gary Daniels Senior Vice President and GM, Microcontroller Technologies Group Larry L. Gartin Senior Vice President and Director, Finance Gary M. Johnson Senior Vice President and GM, Service, Panning, and Logistics Paul J. Shimp Senior Vice President and Director, Quality and Support Operations Fred Shlapak Senior Vice President and GM, Communications and Advanced Consumer Technologies Group C.D. Tam Senior Vice President and GM, Asia-Pacific Semiconductor Group Barry Waite Senior Vice President and GM, Microprocessor and Memory Technologies Group Pete Bingham Vice President and GM, MOS Digital-Analog IC Division Andre Borrell Vice President and GM, Communications, Power, and Signal Technologies Group Jim George Vice President and GM, Digital Signal Processing Division Steve Hanson Vice President and GM, European Semiconductor Group George Turner Vice President and GM, Logic and Analog Technologies Group Robert Weisshappel Vice President and GM, Research and Development Brian Hilton Vice President and Director, World Marketing L.J. Reed Vice President and Director, Application Specific IC Division 1-218 INTEGRATED CIRCUIT ENGINEERING CORPORATION Motorola North American Company Profiles Products and Processes MOS MEMORY ✔ ✔ ANALOG ✔ ✔ ✔ ✔ ✔ ✔ ✔ DRAM SRAM Flash Memory EPROM ROM EEPROM Other (Including Non-Volatile RAM) MOS LOGIC ✔ ✔ Interface Consumer/Automotive Voltage Regulator/Reference Data Conversion Comparator Other (Includes Telecom) DIGITAL BIPOLAR ✔ ✔ ✔ General Purpose Logic Gate Array Standard Cell ✔ ✔ Amplifier Bipolar Memory General Purpose Logic Gate Array/Standard Cell Field Programmable Logic Field Programmable Logic Other Special Purpose Logic Other Special Purpose Logic MPU/MCU/MPR MOS MICROCOMPONENT ✔ ✔ ✔ ✔ MPU OTHER MCU Full Custom IC ✔ ✔ MPR DSP Discrete Optoelectronic Digital Bipolar 5% Analog 12% MOS Memory 15% MOS Logic 16% MOS Micro 34% Discrete/Opto 18% 1995 Semiconductor Sales by Device Type INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-219 Motorola North American Company Profiles Provided below are details concerning Motorola’s semiconductor products. Analog ICs Motorola offers an extensive line of linear ICs, including amplifiers and comparators, power supply circuits, motor control devices, voltage references, data converters, interface circuits, communications circuits, consumer electronics ICs, automotive ICs, and other special purpose linear ICs like RF circuits. These devices are manufactured using bipolar or MOS technology. Application-Specific ICs (ASICs) Motorola’s ASIC products include CMOS, bipolar, and BiCMOS gate arrays and FPGAs. Its most advanced digital gate arrays (M5C Series) are based on three-layer-metal 0.45µm (Leff ) CMOS process technology, which allows for up to 557,000 available gates and 556 I/Os. Application-Specific Standard Products (ASSPs) The company launched its Customizable Standard Product (CSP) program in June 1995, following two years of development. For the general market, Motorola will make available a stream of ASSPs for asynchronous transfer mode (ATM) local and wide area network applications in its new MC92000 Series. The first device, an ATM cell processor that operates at 155 Mbits/second, was introduced in early 1996. The second device is expected to be a 155 Mbits/second ATM segmentation and reassembly controller. Discretes, Optoelectronics, and Sensors These products include a variety of bipolar and MOS transistors, diodes, RF devices, thyristors, optoelectronics, pressure and temperature sensors, fiber optic devices, and power modules. Logic ICs Since the inception of ICs, Motorola has been a leader in the market for digital logic devices. Its product line includes a broad range of bipolar MECL (Motorola emitter-coupled logic), MECL10K, MECL10KH, MECL III, ECLinPS (ECL in picoseconds), ECLinPS Lite, low-power TTL, and fast TTL logic IC families, as well as CMOS high-speed, low-voltage, and metal-gate logic IC families. Memory ICs Motorola manufactures and markets dynamic and fast static RAMs, including processor-specific SRAMs and synchronous SRAMs. Its fast SRAMs are based on 0.8µm to 0.5µm BiCMOS and high-performance CMOS technologies with access times as fast as 5ns for 64K devices, 6ns for 256K devices, 5ns for 1M devices, and 12ns for 4M devices. The company’s DRAMs include 4M and 16M parts designed using 0.6µm and 0.5µm high-performance CMOS technologies. In late 1995, Motorola announced it would join the IBM-Siemens-Toshiba DRAM development alliance. By joining the team, Motorola gains access to technology for 64M and 256M DRAMs, and will take part in the development of 1G DRAMs. Motorola will be adding flash memory products to its portfolio later in 1996. 1-220 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Motorola Microcontrollers and Digital Signal Processors Motorola offers one of the most comprehensive selections of high-performance single-chip microcontrollers, ranging from industry-standard 8-bit controllers to state-of-the-art 16-bit and 32-bit modular controllers. The company’s 68HC05 and 68HC08 families of 8-bit MCUs are a part of the Motorola Customer Specific IC (CSIC) program, which is targeted for high-volume projects that require the cost-efficiency of standard devices, but have requirements that cannot be met by “off-the-shelf” components. Motorola’s 16-bit MCUs include the 68HC11 controller family and the 68HC16 modular controller family. Its 32-bit MCUs include the 6833X controller family and the PowerPC-based MPC5XX controller family. Motorola’s digital signal processor products include the 56100 and 56800 families of 16-bit general-purpose DSPs, the 56000, 56300, and 56800 families of 24-bit general-purpose DSPs, and the 96002 family of 32bit general-purpose floating-point DSPs. The company is working to regain a dominant position in the merchant digital signal processor market by developing new DSPs for the personal and wireless communications applications. The first results of this effort are the DSP56300 for high-end digital cellular equipment and the DSP56800 for pagers and wireless handsets. Microprocessors and Embedded Processors Motorola manufactures and markets high-performance microprocessors for computer applications and embedded processors for a variety of applications, including communications, imaging, office peripherals, multimedia systems, games, and industrial controls. The PowerPC RISC microprocessor family has replaced the 680X0 family of CISC MPUs as Motorola’s mainstream processors for computer applications. However, the 680X0 MPUs still have a strong presence in the market for embedded processors. • PowerPC 601 Microprocessor—The first member of the PowerPC family, the 2.8-million-transistor 32-bit 601 is designed for application in desktop computers. The 66MHz and 80MHz versions are based on four-layer-metal 0.6µm CMOS process technology. The newest 100MHz version (601v) is based on a 0.5µm (0.25µm Leff ) CMOS process, which reduces the processor die size by 38 percent. • PowerPC 602 Microprocessor—The 1-million-transistor 32-bit 602 is intended for use in portable and small form factor equipment, such as PDAs. It is based on a four-level-metal 0.5µm CMOS process. • PowerPC 603/603e Microprocessors—The 32-bit 603 is a 1.6-million-transistor high-performance RISC MPU with integrated power management features for the notebook and energy-sensitive desktop PC markets. It is based on a four-level-metal 0.5µm CMOS process and is available in 66 and 80MHz versions. The 603e is an enhanced version of the PowerPC 603; it contains twice the cache size of the original 603 and extends its speed from 80MHz to 100MHz. • PowerPC 604 Microprocessor—The 604 is the newest 32-bit PowerPC. Based on a 0.5µm CMOS process, the 604 has 3.6 million transistors and is available in 100, 120, 133, and 150MHz versions. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-221 Motorola • North American Company Profiles PowerPC 620 Microprocessor—The 620 is the first 64-bit implementation of the PowerPC RISC architecture. It is intended for use in server and high-end workstation computers. The 133MHz 620 is based on a four-level-metal 0.5µm CMOS process and has about 7 million transistors. Motorola’s embedded processor products include: the 680X0 family, the ColdFire (MCF51XX and MCF52XX) processors, the Embedded PowerPC (MPC8XX and MPC6XX) processors, the FlexCore products, the 683XX family of integrated microprocessors, data communications controllers and peripherals, and physical interface products. Motorola plans to introduce a new “multimedia engine”, which combines microcontroller, MPEG-2 decompression, error correction, and 3D graphics functions on one chip. It is aimed at lowering the cost of multimedia products such as digital set-top boxes, digital video disc players, and electronic game systems. Mixed-Signal ICs The company’s mixed-signal ICs are targeted at applications including wireless and wireline communications, multimedia systems, automotive equipment, and control networks. Semiconductor Fabrication Facilities Motorola has several fab facility projects underway, including the construction of a new 200mm wafer fab (MOS 17) in Tianjin, China, where CMOS and BiCMOS ICs will be produced. Other projects include the construction of a new fab facility (MOS 19) near Richmond, Virginia, for the production of PowerPC chips; an expansion of the Nippon Motorola fab in Aizu, Japan; and the starting up of MOS 13 in Austin, Texas, for the production of PowerPC devices in 1996. In addition, Motorola and Siemens may build a jointly owned $1.5 billion DRAM plant in Fort Worth, Texas. Construction of the joint venture is likely to begin in 1996, with initial production of 64M parts in 1998. Motorola, Ltd. Colvilles Road Kelvin Estate, East Kilbride Glasgow G75 0TG, Scotland United Kingdom Telephone: (44) (35) 52-39101 MOS 1 Cleanroom size: 30,000 square feet Capacity (wafers/week): 11,000 Wafer size: 150mm Processes: CMOS, HMOS Products: MCUs, linear and logic ICs Feature sizes: 1.0µm, 1.2µm 1-222 Motorola, Inc. 3501 Ed Bluestein Boulevard Austin, Texas 78721 Telephone: (512) 928-6000 MOS 2 Cleanroom size: 30,000 square feet Capacity (wafers/week): 10,000 Wafer size: 100mm Process: CMOS Products: Logic ICs, ASICs Feature sizes: 1.2µm-2.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION Motorola North American Company Profiles Motorola, Inc. 3501 Ed Bluestein Boulevard Austin, Texas 78721 Telephone: (512) 928-6000 MOS 3 Cleanroom size: 20,000 square feet Capacity (wafers/week): 12,000 Wafer size: 100mm Processes: CMOS, MOS Products: MCUs Feature size: 1.2µm Motorola, Inc. 5005 East McDowell Road Phoenix, Arizona 85008 Telephone: (602) 244-6900 MOS 4 Capacity (wafers/week): 3,000 Wafer size: 150mm Process: MOS Products: Power MOS discretes Feature sizes: 0.5µm-5.0µm Motorola, Inc. 2200 West Broadway Road Mesa, Arizona 85202 Telephone: (602) 962-2011 MOS 5 Cleanroom size: 48,000 square feet Capacity (wafers/week): 6,000 Wafer size: 125mm Processes: CMOS, MOS, bipolar Products: MCUs, logic, linear, and digital ICs Feature size: 1.0µm Motorola, Inc. 2200 West Broadway Road Mesa, Arizona 85202 Telephone: (602) 962-2011 MOS 6 Cleanroom size: 150,000 square feet Capacity (wafers/week): 3,500 Wafer size: 150mm Processes: CMOS, BiCMOS, Products: SRAMs, ASICs Feature sizes: 0.8µm-1.2µm Nippon Motorola, Ltd. Aizu Facility 1 Oyagi, Kofune Shiokawa-machi, Yama-gun Fukushima-ken 969-35, Japan Telephone: (81) (241) 27-2231 MOS 7 Cleanroom size: 30,000 square feet Capacity (wafers/week): 10,000 Wafer sizes: 100mm, 150mm Process: CMOS Products: MCUs, logic and smart power ICs Feature sizes: 1.0µm, 1.2µm (This fab is being upgraded to produce logic IC with 0.5µm to 0.65µm feature sizes on 200mm wafers. Construction will start in 1997 and operations in 1998.) Motorola, Inc. 3501 Ed Bluestein Boulevard Austin, Texas 78721 Telephone: (512) 928-6000 MOS 8 Cleanroom size: 100,000 square feet Capacity (wafers/week): 7,000 Wafer size: 125mm Process: CMOS Products: MCUs, MPUs, SRAMs, DSPs Feature sizes: 0.7µm-1.5µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-223 Motorola North American Company Profiles Motorola, Ltd. Colvilles Road Kelvin Estate, East Kilbride Glasgow G75 0TG, Scotland, UK Telephone: (44) (35) 52-39101 MOS 9 Cleanroom size: 30,000 square feet Capacity (wafers/week): 5,000 Wafer size: 150mm Processes: CMOS, BiCMOS Products: MPUs, MCUs, DSPs, SRAMs Feature sizes: 0.5µm, 0.65µm, 0.8µm, 1.0µm Motorola, Inc. 8105 Irvine Center Drive Irvine, California 92718 Telephone: (714) 932-5000 MOS 10 Capacity (wafers/week): 1,500 Wafer size: 150mm Process: CMOS Products: DSPs, linear ICs Feature size: 0.65µm (Acquired from Western Digital) Motorola, Inc. 6501 William Canon Drive West Austin, Texas 78735-8598 Telephone: (512) 891-2000 MOS 11 Cleanroom size: 70,000 square feet Capacity (wafers/week): 4,000 Wafer size: 200mm Processes: CMOS, BiCMOS Products: MCUs, MPUs, SRAMs, DSPs Feature sizes: 0.5µm-0.8µm Motorola, Inc. 1300 North Alma School Road Chandler, Arizona 85224 Telephone: (602) 814-4691 MOS 12 Cleanroom size: 40,000 square feet (Class 1) Capacity (wafers/week): 4,000 Wafer size: 200mm Process: CMOS Products: MCUs, DSPs, linear ICs Feature sizes: 0.5µm-0.65µm Motorola, Inc. 3501 Ed Bluestein Boulevard Austin, Texas 78721 Telephone: (512) 928-6000 MOS 13 Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: MPUs, SRAMs Feature sizes: 0.35µm-0.5µm (0.25µm capable) Motorola, Inc. 3026 Cornwallis Road Research Triangle Park, North Carolina 27709 Telephone: (919) 549-3100 MOS 15 Cleanroom size: 29,800 square feet (Class 10) Capacity (wafers/week): 5,000 Wafer size: 150mm Process: CMOS Products: MCUs, logic ICs Feature sizes: 0.8µm, 1.0µm (Acquired from Harris Semiconductor) 1-224 INTEGRATED CIRCUIT ENGINEERING CORPORATION Motorola North American Company Profiles Motorola, Ltd. Headrig Road South Queensferry West Lothian EH 30 9SH, Scotland MOS 16 Capacity (wafers/week): 5,000 Wafer size: 150mm Processes: BiCMOS, CMOS Products: MPUs, logic ICs Feature sizes: 0.5µm-0.75µm (Acquired from Digital Equipment Corporation) Motorola Tainjin, China MOS 17 Capacity (wafers/week): 3,000 Wafer size: 200mm Processes: CMOS, BiCMOS Products: ICs for wireless communications Feature sizes: 0.5µm-1.0µm (Scheduled to begin production in 1998) Motorola, Inc. West Creek, Virginia MOS 19 Wafer size: 200mm Process: CMOS Products: MPUs Feature sizes: 0.35µm, 0.25µm (Scheduled to begin production in 1999) Motorola, Inc. 2200 West Broadway Road Mesa, Arizona 85202 Telephone: (602) 962-2011 BP 1 Cleanroom size: 20,000 square feet Capacity (wafers/week): 10,000 Wafer size: 100mm Processes: Bipolar, MOS Products: Linear and smart power ICs Feature size: 3.0µm Motorola, Inc. 2200 West Broadway Road Mesa, Arizona 85202 Telephone: (602) 962-2011 BP 2 Cleanroom size: 80,000 square feet Capacity (wafers/week): 10,000 Wafer size: 100mm Processes: Bipolar, MOS Products: Linear ICs, ASICs Feature sizes: 1.0µm-2.0µm Motorola, Inc. 2200 West Broadway Road Mesa, Arizona 85202 Telephone: (602) 962-2011 BP 3 Cleanroom size: 20,000 square feet Capacity (wafers/week): 5,000 Wafer size: 100mm Processes: Bipolar, MOS Products: ASICs, logic and linear ICs Feature size: 1.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-225 Motorola Motorola Semiconducteurs 126 Avenue du General Eisenhower Le Mirail BP 1029 31023 Toulouse Cedex, France Telephone: (33) (61) 41-11-88 BP 4 and Bipolar Power Fabs Cleanroom size: 40,000 square feet Capacity (wafers/week): 7,500 Wafer size: 100mm (moving to 150mm in 1995) Processes: Bipolar, MOS Products: Linear, smart power, and RF ICs, discretes, optoelectronics Feature sizes: 1.0µm-3.0µm North American Company Profiles Motorola, Inc. 5005 East McDowell Road Phoenix, AZ 85008 Telephone: (602) 244-6900 RF Power and Rectifier Fabs Cleanroom size: 80,000 square feet Capacity (wafers/week): 18,000 Wafer sizes: 100mm, 125mm Processes: Bipolar, GaAs Products: Discretes, RF MMICs, optoelectronics Feature sizes: 1.5µm-10.0µm Tohoku Semiconductor Corporation Izumi-ku, Sendai-shi, Miyagi Prefecture, Japan Capacity (wafers/week): 8,750 Wafer sizes: 150mm, 200mm Processes: CMOS, BiCMOS Products: DRAMs, SRAMs, MPUs, ASICs Feature sizes: 0.5µm-0.8µm (Joint venture with Toshiba. An individual profile of Tohoku is provided in this publication) Key Agreements • In early 1996, Motorola and IC Works entered into an agreement under which IC Works became an authorized second source of selected Motorola CMOS and BiCMOS mixed-signal timing circuits. Moreover, the two companies will work together to broaden their existing lines with complementary timingcircuit devices. • In late 1995, Motorola announced it would join the IBM-Siemens-Toshiba DRAM development alliance. By joining the team, Motorola gains access to technology for 64M and 256M DRAMs, and will take part in the development of 1G DRAMs. In addition, Motorola and Siemens agreed to build a jointly owned DRAM fab in the U.S. • International Rectifier signed a cross-licensing and alternate-source agreement with Motorola in early 1995 covering power ICs and power discretes. • Motorola and IBM are jointly developing, producing, and marketing the PowerPC family of RISC microprocessors (Apple Computer also plays a part in the design of the MPUs). • Motorola and Cherry Semiconductor have an agreement to develop mixed-signal ASICs for the automotive market. 1-226 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Motorola • Motorola licensed the SRAM-based FPGA technology of Pilkington Microelectronics Ltd. of the United Kingdom in 1992. Motorola's first FPGAs were announced in 1995. In late 1995, Motorola also licensed Pilkington’s field programmable analog array (FPAA) technology. • Motorola is partnering with National Semiconductor and Toshiba to develop and market new fast, highdrive, low-voltage CMOS bus interface chips. • Motorola is working with IBM, Loral Federal Systems, and Lucent Technologies to establish a manufacturing infrastructure for x-ray lithography. The team hopes to have a manufacturing capability by 1997. • Motorola has an RFID product agreement with Matsushita and ferroelectric memory pioneer Symetrix Corp. Motorola's subsidiary Indala Corp. will jointly produce a family of read/write RFID chips with Matsushita incorporating Symetrix's ferroelectric memory technology (Matsushita has an equity stake in Symetrix and has the right to relicense its technology). INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-227 National Semiconductor North American Company Profiles NATIONAL SEMICONDUCTOR (NSC) National Semiconductor Corporation 2900 Semiconductor Drive P.O. Box 58090 Santa Clara, California 95052-8090 Telephone: (408) 721-5000 Fax: (408) 732-9742 Web Site: www.nsc.com IC Manufacturer Financial History ($M), Fiscal Year Ends May 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 1992 1993 1994 1995 1,702 (151) 199 110 1,718 (120) 208 189 2,014 130 229 235 2,295 264 256 271 2,374 264 283 479 29,800 27,200 23,400 22,300 22,400 Company Overview and Strategy National Semiconductor was established in Danbury, Connecticut, as a manufacturer of transistors in 1959. In 1967, the company moved its headquarters to Santa Clara, California, where it began producing proprietary ICs. National has become a leading supplier of technologies for moving and shaping information that include data and voice networks; imaging, interface, and data bus protocols; audio and video signal processing; and mixed-signal applications. End-user markets for the company are focused in personal computers, telecommunication and switching systems, automotive, and mass storage. Other markets include data communications, power management, consumer electronics, and military/aerospace. At the beginning of fiscal 1996, National decentralized its business by eliminating its group structure, leaving seven main operating divisions: the Analog and Mixed-Signal Divisions, the Data Management Division, the Embedded Technologies Division, the Local Area Networks Division, the Wide Area Networks Division, and the Personal Systems Division. 1-228 INTEGRATED CIRCUIT ENGINEERING CORPORATION National Semiconductor North American Company Profiles The Analog and Mixed-Signal Divisions offer a variety of analog products including standard products, application specific products, and full custom devices, as well as advanced mixed-signal solutions. The Data Management Division offers high performance chips for switching and data manipulation applications. The Embedded Technologies Division consists of microcontrollers and memory products. The Local and Wide Area Network Divisions provide chip solutions for networking computers, telephones, televisions, and satellites. The Personal Systems Division develops products for the personal computer, laptop, and workstation markets, particularly peripheral function devices. In early 1995, National acquired Comlinear Corporation, a Fort Collins, Colorado-based supplier of highfrequency amplifiers, current-feedback devices, analog-to-digital converters, and other analog signal processing circuits. Comlinear is operating as a separate business unit within National's Analog Mixed-Signal Systems Division and retains the Comlinear product name. Japan 9% Other 17% Discretes 5% Logic and Memory 22% Analog and Mixed-Signal 56% 1995 Sales by Product Type Europe 24% Americas 43% Southeast Asia 24% 1995 Sales by Geographic Region National is continuing to shift its emphasis from its mature products lines (i.e., bipolar and CMOS logic and memory products) to its higher margin analog and mixed-signal product lines. Management Brian Halla Richard M. Beyer Ellen M. Hancock Kirk P. Pond Patrick J. Brockett Donald P. Beadle Charles P. Carinalli John M. Clark III Donald Macleod R. Thomas Odell Edgar R. Parker Richard L. Sanquini Bami Bastani Mike Bereziuk Michael D. Burger W. Wayne Carlson President and Chief Executive Officer Chief Operating Officer Chief Operating Officer Chief Operating Officer President, International Business Group Senior Vice President and Executive Advisor Senior Vice President and Chief Technical Officer Senior Vice President and General Counsel Senior Vice President, Finance and Chief Financial Officer Senior Vice President, Standard Products Group Senior Vice President, Quality and Reliability Senior Vice President, Intellectual Property Protection and Business Development Vice President and GM, Embedded Technologies Division Vice President and GM, Personal Systems Division Vice President and GM, Southeast Asia Division, International Business Group Vice President and GM, Data Management Division INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-229 National Semiconductor Gordon C. Chilton David S. Dahmen Raymond G. Hawkins Gunner Hurtig III Tatsuo Ishihara Keith D. Jackson Keith M. Kolerus Robert B. Mahoney Douglas M. McBurnie Robert M. Penn Hans Rohrer Robert M. Whelton Richard Wilson North American Company Profiles Vice President, Asia Pacific Vice President and Treasurer Vice President and GM, Americas Division, International Business Group Vice President, Corporate Strategic Planning Vice President, Japan Division, International Business Group Vice President and GM, Analog Mixed-Signal Systems Division Vice President, Strategy, International Business Group Vice President and Controller Vice President and GM, Local Area Networks Division Vice President and GM, Wide Area Networks Division Vice President, European Division, International Business Group Vice President and GM, Analog Products Division Vice President, Human Resources Products and Processes MOS MEMORY DRAM ✔ ✔ ✔ SRAM Flash Memory EPROM ROM ✔ ✔ EEPROM Other (Including Non-Volatile RAM) ANALOG ✔ ✔ ✔ ✔ ✔ ✔ ✔ MOS LOGIC ✔ ✔ ✔ ✔ ✔ Other Special Purpose Logic Consumer/Automotive Voltage Regulator/Reference Data Conversion Comparator Other (Includes Telecom) Bipolar Memory ✔ Standard Cell Field Programmable Logic Interface DIGITAL BIPOLAR General Purpose Logic Gate Array Amplifier General Purpose Logic Gate Array/Standard Cell ✔ ✔ Field Programmable Logic Other Special Purpose Logic MPU/MCU/MPR MOS MICROCOMPONENT ✔ ✔ ✔ MPU MCU MPR DSP OTHER ✔ ✔ ✔ Full Custom IC Discrete Optoelectronic Analog and Mixed-Signal Products Analog products and technology has been one of National’s core competencies since its inception. The company continues to be a leader in the analog IC industry. Its analog products include high-performance operational amplifiers, power management circuits, data acquisition circuits, and voltage regulators. National’s mixed-signal products include circuits for video monitors and consumer audio equipment, real time clocks, automotive ICs, custom linear ASICs (CLASICs), and peripheral drivers. 1-230 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles National Semiconductor Data Management Products National’s data management ICs include bipolar, CMOS, and BiCMOS ICs such as the company’s FACT, FAST, BCT, ABT, and 100K ECL general purpose logic families. Embedded Technologies Products This product line consists of 4-bit, 8-bit, and 16-bit microcontrollers, 8-bit and 32-bit microprocessors (including its own 486-class core), and memory products such as EPROMs (16K to 4M), serial and parallel EEPROMs (256bit to 64K), and flash memories (4M, 8M, and 16M). These products are targeted at markets which combine basic computational or logic algorithms with specific memory storage chips. Networking Products National is one of the world’s leading suppliers of LAN Ethernet controller chipsets, which are used in networking computers. The company’s WAN products include ATM, ISDN, and Sonet/SDH families of traffic management, terminal/access, and transmission devices. Personal Systems Products National’s personal systems products consist of peripheral function devices that work in tandem with the host microprocessor in computer systems. These products include a family of input/output devices that consolidate many dependent function on the motherboard and a variety of chips for use in high performance disk drives such as read/write amplifiers, pulse detectors, data synchronizers, encoder/decoder circuits, and motor speed and head positioning control devices. National Semiconductor's primary process technology, M2CMOS, is built around a core double-metal CMOS process. To this core, modules are added to provide a third level of metallization producing analog, EEPROM, and BiCMOS applications. Optimized for analog and mixed-signal applications, the M 2CMOS process is used by the majority of the communications and computing group product lines. A wide range of design rules (down to 0.55µm) are supported by the M 2CMOS process. Plans are to further shrink the process to 0.35µm by 1997. In addition to its family of M2CMOS processes, National also utilizes a high-performance core VLSI bipolar process named ASPECT, which stands for Advanced Poly Emitter-Coupled Technology. ASPECT and its BiCMOS module, ABiC, are used for high-performance gate arrays, customer-owned designs, and wireless communications. ASPECT has been scaled from 2.0µm to 0.8µm and will be replaced with BiCMOS at 0.5µm and beyond. The current version of ASPECT and ABiC offer up to four-layers of metallization in addition to a level zero local interconnect. A variety of analog processes are used to produce a broad line of linear products. Notable process technologies are VIP, a high speed complementary bipolar process for operational amplifiers, LB, a medium voltage automotive market oriented process, LMDMOS, a high power mixed-signal process, and LFAST and LCMOS, which are used for CLASICs. The FAST, FACT, and BCT processes are used for bipolar, CMOS, and BiCMOS digital logic. production feature sizes for FACT are at 1.5µm, while BCT feature sizes are at 1.0µm. Minimum National Semiconductor also has a CEPROM process for non-volatile memory products with production feature sizes of 1.2µm and 0.8µm. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-231 National Semiconductor North American Company Profiles Semiconductor Fabrication Facilities In 1995, National completed the construction of a new $116 million 200mm BiCMOS and CMOS wafer production line at its R&D center in Santa Clara, California. The 20,000 square-foot, Class 1 cleanroom is being used for the fabrication of ICs with 0.35µm geometries (0.25µm geometries in the future). National is also installing a 200mm wafer line at its fab in Maine for the fabrication of ICs with 0.35µm geometries. The new $600 million facility will include 40,000 square feet of Class 1 cleanroom and should be ready for production in 4Q97. National Semiconductor Corp. Fairchild Research Center 2900 Semiconductor Drive Santa Clara, California 95012 Telephone: (408) 721-5000 Cleanroom size: 20,000 square feet Capacity (wafers/week): 500 Wafer size: 150mm Processes: Bipolar, CMOS, BiCMOS Products: R&D Feature sizes: 0.35µm-0.8µm National Semiconductor Corp. 2900 Semiconductor Drive Santa Clara, California 95012 Telephone: (408) 721-5000 Cleanroom size: 20,000 square feet Capacity (wafers/week): Wafer size: 200mm Processes: CMOS, BiCMOS Products: Analog and mixed-signal ICs Feature sizes: 0.35µm, 0.5µm National Semiconductor Corp. 333 Western Avenue South Portland, Maine 04106 Telephone: (207) 775-8100 Cleanroom size: 51,000 square feet Capacity (wafers/week): 8,600 Wafer sizes: 100mm, 125mm Processes: Bipolar, CMOS, BiCMOS Products: Logic and analog ICs, discretes Feature sizes: 0.8µm-2.5µm National Semiconductor Corp. 3333 West 9000 South West Jordon, Utah 84088 Telephone: (801) 562-7000 Cleanroom size: 50,000 square feet Capacity (wafers/week): 8,000 Wafer size: 150mm Process: CMOS Products: Memory, analog, and logic ICs Feature size: 0.8µm National Semiconductor Corp. 1111 West Bardin Road Arlington, Texas 76017 Telephone: (817) 468-6400 Fabs I and II Cleanroom size: 78,000 square feet Capacity (wafers/week): 18,000 Wafer sizes: 150mm Process: CMOS Products: Logic ICs, EEPROMs, EPROMs, Microcomponents, ASICs Feature sizes: 0.5µm-1.5µm National Semiconductor (UK) Ltd. Earnhill Road Larkfield Industrial Estate Greenock PA16 OEQ Scotland, UK Telephone: (44) (1475) 633733 Cleanroom size: 106,000 square feet (three facilities) Capacity (wafers/week): 20,000 Wafer sizes: 100mm, 150mm Processes: Bipolar, CMOS, BiCMOS Products: Analog and logic ICs, MCUs Feature sizes: 1.2µm, 1.5µm, 2.0µm, 2.5µm, 5.0µm 1-232 INTEGRATED CIRCUIT ENGINEERING CORPORATION National Semiconductor North American Company Profiles National’s semiconductor assembly and test plants are located in Toa Payoh, Singapore; Malacca and Penang, Malaysia; and Cebu in the Philippines. Key Agreements • In early 1996, National joined up with the Belgian research firm IMEC to develop process technology for the 0.25µm and 0.18µm generations. • National acquired SiTel Sierra BV, in Hertogenbosch, the Netherlands, which designs and supplies both components and subsystems for the wireless market and baseband solutions that couple well with receiver products offered by National. • National signed a three-year agreement in mid-1995 with Tower Semiconductor Ltd. under which Tower was to increase its wafer production commitment to National. Tower’s fab in Israel was originally owned by National, which retains an 8.3 percent interest in foundry. • In November 1994, National formed a long-term alliance with Synaptics Inc. to jointly develop computer controls based on human senses (sight, touch, and sound). • National formed an alliance with 8x8 Inc. (formerly Integrated Information Technology) in 1993. partners are developing embedded processor, video, and data compression technologies. The • National entered a resale and joint-development agreement with NEC for Ethernet ICs in 1993. • National began jointly developing a new family of CMOS bus-interface logic ICs with Toshiba and Motorola in 1993. • National entered a cooperative manufacturing (1992). relationship with Matsushita, including joint development and • National established a long-term partnership with Toshiba for the development, licensing, design, and manufacture of NAND and NOR flash memories (1992). • National entered a networking technology agreement with IBM in 1992 under which IBM licensed to National its single-chip Token-Ring Protocol Interface Controller (TROPIC) technology for production and sales. • National signed a 10-year semiconductor patent cross-licensing agreement with Hitachi in 1991. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-233 Oak Technology North American Company Profiles OAK T ECHNOLOGY Oak Technology Inc. 139 Kifer Court Sunnyvale, California 94086 Telephone: (408) 737-0888 Fax: (408) 737-3838 Fabless IC Supplier Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures 1991 110 4 Employees 1992 43 (3) 1993 30 (5) 5 1994 46 4 6 1995 111 21 15 225 Company Overview and Strategy Oak Technology is a leading supplier of high-performance ICs and related software for multimedia applications in personal computers, PC peripheral products, and consumer electronics. The company has established four key areas of focus: optical storage, compression/imaging, video/graphics (2D and 3D), and PC audio. Founded in 1987, Oak’s initial product offerings were PC graphics chips. In 1988, the company expanded into Super VGA graphics controllers and grew to become a unit volume leader in the SVGA market segment between 1989 and 1991. Furthermore, Oak developed the first commercially available CD-ROM controller in 1990 and pioneered the development of an IDE/ATAPI (integrated drive electronics/AT attachment packet interface) CD-ROM controller in 1993. With the IDE/ATAPI established as an interface standard for CD-ROM drives, Oak is one of the largest merchant suppliers of CD-ROM controllers. Oak’s most recent product development includes MPEG video decoders, its Spitfire™ family of 64-bit video/graphics accelerators, and its Mozart™ family of 16-bit digital audio controllers supporting Sound Blaster and the Windows Sound System standards. 1-234 INTEGRATED CIRCUIT ENGINEERING CORPORATION Oak Technology North American Company Profiles Other 12% PC Audio 14% CD-ROM Controllers 74% 1995 Sales by Product Type In fiscal 1995, 93 percent of sales were derived from foreign customers, primarily in Japan, Singapore, and Taiwan. Management David D. Tsang, Donald R. Bryson Sidney Faulkne Dr. Mou Hsin Yang Ben T. Taniguchi Kenji Fujimoto Abel Lo President and Chief Executive Officer Executive Vice President and Chief Operating Officer Vice President, Finance, and Chief Financial Officer Vice President, Operations Vice President, Optical Storage Business Unit Vice President, Oak Technology; General Manager, Oak Technology, K.K. Vice President, Oak Technology; General Manager, Oak Technology, Taiwan Products and Processes Oak currently offers products in four key multimedia categories: optical storage, compression/imaging, video/graphics, and PC audio. Oak’s products include CD-ROM controllers, MPEG video decoders, video compression/expansion processors (VCEPs), 64-bit multimedia video/graphics accelerators, and 16-bit digital audio controllers. Semiconductor Fabrication Facilities Oak Technology is a fabless IC supplier. The company's devices are produced by wafer foundry companies, including Chartered, TSMC, Samsung, and Seiko Epson. In 1995, Oak Technology entered into several long-term agreements with TSMC and Semiconductor, securing additional wafer capacity through 2000. INTEGRATED CIRCUIT ENGINEERING CORPORATION Chartered 1-235 Opti North American Company Profiles OPTI Opti Inc. 2525 Walsh Avenue Santa Clara, California 95051-1302 Telephone: (408) 980-8178 Fax: (408) 980-8860 Web Site: www.opti.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 1991 65 5 17 Sales Net Income R&D Expenditures Capital Expenditures 1992 98 9 6 Employees 1993 85 9 7 2 1994 134 15 9 7 1995 164 11 11 10 220 224 Company Overview and Strategy Opti Inc. was spun out from Chips and Technologies in 1989 to focus on developing and supplying core logic chipsets to the personal computer industry. The company holds the largest share of the world's PC chipset market. In addition to its core logic chipsets, Opti supplies peripheral and multimedia chipsets as well as custom ICs for audio/telephone, power management, graphics/video, and storage control applications. The company’s chipsets provide in one or a few semiconductor devices the core logic functions of a PC as well as multimedia related functions. Audio Chips 20% Core Logic Chipsets 80% 1995 Sales by Product Type 1-236 Europe/Other 16% North America 25% Far East 59% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION Opti North American Company Profiles Management Stephen Dukker Jerry Chang David Zacarias David Lin Walt Henry Matthew Ready Chin Sun Paul Tien Steve Wu Steve Rowe Prem Talreja H.T. Tung Jeffrey Wang President Chief Executive Officer Chief Financial Officer Executive Vice President, Emerging Businesses Vice President, Operations Vice President, Sales Vice President, Technology Vice President, Multimedia Products Vice President, Mobile Products Director, Human Resources Director, Core Logic Marketing Director, Core Logic Engineering Director, Foundry Operations Products and Processes Opti is the industry's leading supplier of PC core logic chipsets. The company introduced its first 486 AT chipset in 1989, and its first chipset for the Pentium in 1993. The initial member of its Viper family of Pentium-class chipsets was unveiled in 1994. The second member of the family, the Viper-N, is designed for Pentium PCI-based portable computers, and the newest member, the Viper-M, is a multimedia-enhanced chipset for Pentium PCI-based desktop computers. In addition to the Pentium, the Viper products will support compatible AMD and Cyrix microprocessors. In 1993, Opti began to broaden its product line to include peripheral chips. In the fourth quarter of that year, the company acquired MediaChips Inc., a designer of audio chips. Through the MediaChips acquisition, Opti began supplying 16-bit audio controller ICs featuring an on-chip sigma-delta audio codec/mixer. That move was followed by an entrance into the graphics chip market with an LCD controller for notebook computers in early 1994. Its other peripheral ICs include IDE disk drive controllers and bus-interface bridge chips. The process technologies used by Opti in the design and manufacture of its semiconductors include 0.6µm and 0.8µm CMOS. Semiconductor Fabrication Facilities Fabless Opti has three principal foundry partners, IBM Microelectronics, Ricoh, and UMC. The company also uses, to a certain extent, TSMC, Samsung, Winbond, and Toshiba for the fabrication of its wafers. In 1995, Opti signed a manufacturing and foundry venture agreement with United Microelectronics Corporation (UMC). Under the agreement, Opti will make a $30 million equity investment in UMC’s joint venture IC foundry, called United Silicon Inc. (USI). The fab is expected to begin production of 0.5µm 200mm wafers in the second half of 1997. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-237 Orbit Semiconductor North American Company Profiles ORBIT S EMICONDUCTOR Orbit Semiconductor, Inc. 116 Java Drive Sunnyvale, California 94089 Telephone: (408) 744-1800 Fax: (408) 747-1263 Web Site: www.orbitsemi.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 24 (2) 1 1992 25 0.4 2 0.5 1993 34 2 2 1 1994 50 5 3 4 1995 62 7 5 16 116 120 154 184 278 Company Overview and Strategy Orbit Semiconductor was established in 1985 as a subsidiary of Orbit Instruments Corp. In November 1991, the business was acquired by the company's current management. In June 1995, Orbit acquired KMOS Semiconductor, a supplier of digital and analog ASICs. Today, Orbit Semiconductor specializes in semiconductor design, manufacturing, and engineering support services that allow system designers to manage application specific integrated circuit (ASIC) development, production, scheduling, and inventory control. Orbit provides its Encore! program that converts FPGAs and other IC designs into Orbit digital gate arrays for more cost-effective solutions or accelerated delivery. Orbit also offers a mixed-signal (analog/digital) design service that provides rapid development of custom mixedsignal ASICs. A shared wafer-processing program, Foresight, is provided for cost-effective prototyping of mixed-signal ASICs. In addition, Orbit offers contract manufacturing programs including hi-rel manufacturing, a low-cost prototyping service, and charge coupled device (CCD) fabrication. The company's Encore! program has grown rapidly since it was introduced in October 1992. As of December 1995, the number of completed Encore! design conversion totaled 733. Revenues from its gate array program, which includes Encore! and mixed-signal designs, made up 44 percent of total sales in 1995. Orbit's customers include companies that design various electronic systems and products for application in the medical, telecommunications, consumer, aerospace and military, computers and peripherals, and other industries. Sales to foreign customers (primarily in Europe and Asia) accounted for 10 percent of revenues in 1995. 1-238 INTEGRATED CIRCUIT ENGINEERING CORPORATION Orbit Semiconductor North American Company Profiles Management Gary P. Kennedy Steve Kam Joseph K. Wai Richard B. Kash Edward Rodriguez Zahid Ansari Fernando A. Bettencourt Brian Gillings George W. Lewicki Betty Y. Newkirk Lynn G. Reed Glen R. Wiley President and Chief Executive Officer Executive Vice President, Technology and Chief Technology Officer Executive Vice President, Chief Operating Officer, Chief Financial Officer, and Secretary Executive Vice President, Mixed-Signal Design Group Vice President, Sales, Marketing, Engineering, and Customer Service Vice President, Product Engineering Vice President, Operations Vice President, Marketing Vice President, Software Engineering Vice President, Customer Service Vice President, Design Engineering Vice President, Worldwide Sales Products and Processes Orbit's manufacturing services include several IC fabrication programs. The most popular program, Encore!, is a service that converts netlists for gate arrays or FPGAs into Orbit gate arrays with 270 to 37,000 usable gates. The resulting circuits are functionally equivalent, but lower in price. Another program, Foresight, supports multi-project, multi-technology runs and reduces NRE charges. Subscribers of Foresight's processes see lower costs because they share space on masks and wafers. Both Encore! and Foresight users have access to all of Orbit's processes. These include: 1.0µm and 1.2µm N-well and P-well CMOS processes with various options such as a second poly layer for capacitors and gates, NPN bipolar transistors with high or low collector resistances, classical EEPROM, imaging buried channel CCDs with an oxide nitride gate insulator to maintain low leakage on large arrays, and conventional N-channel and P-channel transistors to allow on-chip digital logic. Orbit offers additional programs based on its independent manufacturing capabilities. Its low-volume manufacturing programs include a "High Reliability Manufacturing Program" in support of medical companies and military contractors and a low-cost prototyping service, typically for fabless semiconductor companies. Semiconductor Fabrication Facilities Orbit intends to establish and operate a semiconductor production facility in Eilat, Israel. Plans call for a cleanroom of 12,500 square feet (expandable to 25,000 square feet) with an initial capacity of 1,500 150mm wafers per week, utilizing 0.8µm process technology. In the meantime, Orbit is in the process of expanding its wafer fabrication capacity in Sunnyvale, California. The expansion, consisting of an additional 6,000 square feet of cleanroom includes installation of a 150mm wafer line capable of triple-metal 0.8µm process technology. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-239 Orbit Semiconductor North American Company Profiles Orbit Semiconductor, Inc. 169 Java Drive Sunnyvale, California 94089 Cleanroom size: 12,500 square feet Capacity (wafers/week): 2,400 Wafer size: 100mm (upgrading to 150mm) Processes: CMOS, CCD Products: ASICs, foundry services Feature sizes: 1.0µm, 1.2µm, 2.0µm (0.8µm under development) 1-240 INTEGRATED CIRCUIT ENGINEERING CORPORATION Paradigm Technology North American Company Profiles PARADIGM T ECHNOLOGY Paradigm Technology, Inc. 71 Vista Montana San Jose, California 95134 Telephone: (408) 954-0500 Fax: (408) 954-8913 Web Site: www.prdm.com IC Manufacturer Financial History ($M) Sales Employees 1991 12 1992 26 1993 37 1994 36 1995 52 155 140 190 205 244 Company Overview and Strategy Paradigm Technology was founded in 1987 and is involved in the design, development, and production of SRAM-based devices and modules. Paradigm targets its products at commercial, industrial, and military applications in high-end PC and server, telecommunications, and networking systems. Paradigm has developed a proprietary CMOS process that has achieved feature sizes in the 0.6µm range. Paradigm completed a successful financial restructuring in June of 1994. The restructuring began in January 1994 and led to pre-negotiated Chapter 11 filling on March 30, 1994. Paradigm was under Chapter 11 bankruptcy status from March 30, 1994 through May 24, 1994. However, the company emerged with a record $9.4 million in sales in the quarter ended September 1994. Furthermore, the company received $11 million worth of investments from Singapore-based ACMA Ltd. and National Semiconductor. In 1Q96, Paradigm acquired startup NewLogic Corporation, gaining products and technology designs that incorporate logic memory arrays. NewLogic was merged into Paradigm and operates as the firm’s new system division. The first SRAM-based product will be released in late 1996. Management Michael Gulett Bob McClelland Phil Siu Richard Veldhouse Steve Zadig President and Chief Executive Officer Vice President, Finance Vice President, Engineering Vice President, Marketing and Sales Vice President, Operations INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-241 Paradigm Technology North American Company Profiles Products and Processes Paradigm Technology manufactures high-performance 256K, 1M, and 4M asynchronous SRAMs, 100MHz FIFO buffer-memory chips, high-speed processor-specific synchronous burst RAMs, and high-speed cache RAM modules. The proprietary technology of Paradigm involves a dual-well CMOS process consisting of two polysilicon layers and two metal layers, with three of the four layers fully configurable. Its technology has reached feature sizes of 0.6µm in the newest products. Semiconductor Fabrication Facilities To add production capacity, Paradigm established a foundry agreement with Atmel in May 1995 (see Key Agreements) and is working on setting up another. The company also has a foundry alliance with NKK Corporation in Japan. Paradigm Technology, Inc. 71 Vista Montana San Jose, California 95134 Cleanroom size: 18,000 square feet Capacity (wafer/week): 2,000 Wafer size: 125mm Process: CMOS Products: SRAMs Feature sizes: 0.6µm, 0.8µm Key Agreements • Paradigm and Atmel signed a five-year manufacturing, product, and technology agreement in May 1995. Terms of the agreement include guaranteed wafer supply from Atmel to Paradigm for a five year period. Moreover, Paradigm transferred its 0.6µm SRAM process to Atmel, and the two companies are jointly developing 0.5µm and 0.4µm technologies for SRAM manufacturing by both. Atmel also made a significant equity interest in the company. • Paradigm has an extensive relationship with Japan's NKK Corporation. NKK holds a 10 percent stake in Paradigm as well as a technology and product license for 256K and 1M SRAMs and FIFOs. The two companies worked together to codevelop the latest 4M technology. Paradigm also has access to NKK's state-of-the-art 200mm wafer fabrication facility in Japan. • Paradigm has a strategic alliance with National Semiconductor that provides National exclusive marketing and sales rights to Paradigm’s products for military and aerospace applications. National also made an equity investment in Paradigm. 1-242 INTEGRATED CIRCUIT ENGINEERING CORPORATION Peregrine Semiconductor North American Company Profiles PEREGRINE S EMICONDUCTOR Peregrine Semiconductor Corporation 2909 Canõn Street San Diego, California 92106 Telephone: (619) 523-2660 Fax: (619) 523-2655 Fabless IC Supplier Employees 40 Company Overview and Strategy Founded in 1990, Peregrine Semiconductor develops and markets high-performance integrated circuits based on its patented UTSi™ (ultra thin silicon) process. Initially, Peregrine focused on developing the UTSi process and today, through joint research and product development, uses this proprietary technology to develop high-performance products targeted at specific applications such as wireless communications, portable computing, and high-speed memory. Management Ronald E. Reedy, Ph.D. Mark L. Burgener, Ph.D. Stephen Farnow Ph.D. Ed Lare Edward R. Moore David R. Staab President and Chief Executive Officer Vice President, Technology Vice President, Operations Vice President, Marketing and Product Development Vice President, Finance Vice President, Design Products and Processes Currently, Peregrine is developing the Microcommunicator™ family of frequency synthesizers, which will be capable of operating at frequencies as high as 2.5GHz. This family of communications products will provide integrated solutions to wireless system design problems in applications such as satellite, cellular, and cordless telephones, and cable and direct broadcast satellite television. Semiconductor Fabrication Facilities The company's devices are currently produced by Asahi Kasei Microsystems in Japan. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-243 Peregrine Semiconductor North American Company Profiles Key Agreements • In January 1996, Peregrine signed a six-year fab agreement with Asahi Kasei Microsystems Co. (AKM) of Japan. AKM will provide wafer fabrication to Peregrine in exchange for process technologies. The two companies are also negotiating a joint development agreement for future products, combining their capabilities in design, manufacturing, and process technology. 1-244 INTEGRATED CIRCUIT ENGINEERING CORPORATION Pericom Semiconductor North American Company Profiles PERICOM SEMICONDUCTOR Pericom Semiconductor Corporation 2380 Bering Drive San Jose, California 95131 Telephone: (408) 435-0800 Fax: (408) 435-1100 Web Site: www.pericom.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends June 30 Sales Employees 1992 0.5 1993 6 1994 19 1995 23 26 40 50 100 Company Overview and Strategy Pericom Semiconductor, founded in 1990, designs and markets ultra fast digital and mixed-signal CMOS and BiCMOS ICs that provide solutions to bottlenecks in high-performance computing and communications systems. The company's first products were high-performance cache SRAMs. However, its current product line includes CMOS 5V and 3V logic clock generators and drivers, networking ICs, and application specific switching devices. Pericom's 3V, 5V, and 3V/5V products are applicable in computing, datacommunications, and networking systems. Founded originally as Pioneer Semiconductor, the company changed its name to Pericom Semiconductor in 1993 to avoid becoming confused with a number of other technology companies with "Pioneer" in their names. Management Alex Hui Patrick Brennan John Chi-Hung Hui, Ph.D. Hank O'Hara Michael Yen Van Lewing President and Chief Executive Officer Vice President, Finance and Chief Financial Officer Vice President, Technology Vice President, Sales and Marketing Vice President, Applications and Systems Engineering Director, Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-245 Pericom Semiconductor North American Compan y Profiles Products and Processes Employing proprietary 0.8µm and 0.6µm CMOS and BiCMOS technologies, Pericom provides advanced logic, clock, and mixed-signal products. • • • • • • • High-speed FCT bus interface logic chips with propagation delays as low as 3.2ns High-speed clock distribution series, including PLL implementation for high clock rates Fast switching, low impedance bus switches Wide architecture 16-bit FCT logic families Low voltage 3.3V, high-performance 16-bit FCT and LPT (low-power technology) logic families Frequency synthesizer ICs that provide several PLL generated output frequencies for PC applications Active token ring hub fully integrated, high-performance mixed-signal devices Semiconductor Fabrication Facilities Pericom has foundry relationships with Austria Mikro Systeme International, Chartered Semiconductor Manufacturing, and New Japan Radio Corp. 1-246 INTEGRATED CIRCUIT ENGINEERING CORPORATION Power Integrations North American Company Profiles POWER I NTEGRATIONS Power Integrations Inc. 477 North Mathilda Avenue Sunnyvale, California 94086 Telephone: (408) 523-9200 Fax: (408) 523-9300 Fabless IC Supplier Employees 75 Company Overview and Strategy Power Integrations, founded in 1988, is a privately held company focused on the power conversion market. The company designs, develops, and markets integrated circuits that combine low-voltage analog and digital control capability with high-voltage power output devices in monolithic form. The company's technology is used to innovate high-voltage products for the power supply, battery charging, telecommunications, motor control, and high-efficiency lighting markets. Management Howard Earhart Balu Balakrishnan Vladimir Rumennik, Ph.D. Dan Selleck Robert Staples Clifford Walker Shyam Dujari President and Chief Executive Officer Vice President, Marketing and Engineering Vice President, Technology Vice President, Sales Vice President, Finance and Administration Vice President, Corporate Development Director, Marketing Products and Processes Power Integrations utilizes a proprietary high-voltage BiCMOS process to provide monolithic power supply and interface products. This process is capable of combining 1,200V N-channel MOSFETs, 700V P-channel MOSFETs, and 400V L-IGBTs with 5-15V CMOS and bipolar logic devices. TOPSwitch® is the newest family of products for power conversion applications. In addition to integration benefits of the high voltage process technology, this family also has patented circuit and system design innovations. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-247 Power Integrations North American Company Profiles The company's power supply IC product line is targeted at the needs of portable and small form-factor products such as portable computers, camcorders, cellular telephones, PBX line cards, and feature phones. The high-voltage outputs of Power Integrations' power supply circuits provide universal input voltage (85-256 VAC) capability. The high-frequency switching capability and low system component count enables low-cost, small form-factor power supply/chargers to be realized. The power supply ICs cover universal input voltage applications from 5 watts to 50 watts (10 watts to 60 watts from 220 VAC). A one-watt back converter for non-isolated ISDN applications is also available. Its interface IC products are designed for use in energy-efficient, variable-speed electric motors for appliances such as room air conditioners. The high-voltage capability of these products provides costeffective level shifting capability and control for those 110/220 VAC applications. The latest product is the INT 100 half-bridge MOSFET driver, providing 800-volt level shifting and control for electric motors in the 50W to 3kW power range. Semiconductor Fabrication Facilities Foundry relationships with AT&T, Panasonic Semiconductor group of Matsushita, and Oki Electric have been established for wafer fabrication utilizing Power Integrations' proprietary process. Key Agreements • Power Integrations granted Matsushita access to its technology and products for internal consumption worldwide, and for non-exclusive distribution of the products in Japan and other selected geographical areas in return for providing foundry support. 1-248 INTEGRATED CIRCUIT ENGINEERING CORPORATION QLogic North American Company Profiles QL OGIC QLogic Corporation 3545 Harbor Boulevard Costa Mesa, California 92626 Telephone: (714) 438-2200 Fax: (714) 668-5027 Fabless IC Supplier Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures 1991 28 2 8 1992 40 (5) 9 Employees 1993 52 6 9 1994 45 5 5 1995 58 4 3 130 140 Company Overview and Strategy QLogic Corporation develops and markets a full line of host and peripheral I/O controller chips and host adapter cards used to connect hard disk drives, optical storage devices, CD-ROMs, and other peripherals to computer systems. In addition, the company develops small computer system interface (SCSI) target and disk controller chips used in peripherals and host computers themselves. QLogic was originally known as Emulex Micro Devices (EMD), a subsidiary of Emulex Corporation. In 1993, the subsidiary changed its name to QLogic and became a publicly-held company in February of 1994. To position itself as a major supplier of computer and peripheral controllers, the company is expanding its SCSI technology. QLogic is devoted to providing its customers with products that optimize the transfer and management of data between computer systems and peripheral devices, by developing IC chips, host adapters boards, and software that combine a range of features and technologies. In 1995, 62 percent of revenues were to foreign customers, primarily in the Pacific Rim region. Management H.K Desai Thomas R. Anderson William Caldwell Joseph F. Pleso David Tovey President and Chief Executive Officer Vice President and Chief Financial Officer Vice President, Computer Product Engineering Vice President, Worldwide Sales Vice President, Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-249 QLogic North American Company Profiles Products and Processes QLogic’s semiconductor product families include: • The FAS (Fast Architecture SCSI) Family of fast and wide SCSI controller ICs for host and peripheral applications. • The ESP (Enhanced SCSI Processor) Family of SCSI controller ICs based on the industry standard advanced SCSI core. • The TEC (Triple Embedded Disk Controller) Family of 8-bit and 16-bit wide SCSI HDD controllers. • The ISP (Intelligent SCSI Processor) Family of fast and wide, bus master host adapter ICs for 32-bit interfaces. QLogic is working with Apple Computer to develop a new version of its high performance Fast!SCSI IQ PCI card for the Power Macintosh platform. Semiconductor Fabrication Facilities The company relies on outside vendors for the manufacturing of its semiconductor and circuit board products. 1-250 INTEGRATED CIRCUIT ENGINEERING CORPORATION Quality Semiconductor North American Company Profiles QUALITY SEMICONDUCTOR Quality Semiconductor, Inc. 851 Martin Avenue Santa Clara, California 95050-2903 Telephone: (408) 450-8000 Fax: (408) 496-0591 Web Site: www.qualitysemi.com IC Manufacturer Financial History ($M) Sales 1991 12 Employees 1992 18 1993 27 1994 38 1995 45 100 160 160 160 Company Overview and Strategy Quality Semiconductor, Inc. (QSI) was established in 1989 to provide high-performance CMOS logic and specialty memory devices. Quality's strategy is to go after existing areas with higher performance parts, then create new niches that can be developed. The company targets systems manufacturers principally in the networking, personal computer and workstation, and telecommunications industries. In January 1996, Quality Semiconductor purchased AWA MicroElectronics, Pty. Ltd. (now Quality Semiconductor Australia) from AWA Limited, acquiring AWA’s fab facility, foundry business, and design center in Australia. In the first part of 1996, QSI plans to upgrade the facility in order to migrate to deep-submicron process technologies. The new subsidiary will continue to provide foundry services to AWA’s existing foundry customers. AWA Limited will have a share of the new subsidiary and jointly develop new products and technologies with Quality Semiconductor. Management Quality Semiconductor Inc. Paul Gupta Chun P. Chiu George Anderl Kevin Daroca Steve Vonderach President and Chief Operating Officer Chief Executive Officer Vice President, Sales Vice President, Sales Chief Financial Officer INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-251 Quality Semiconductor North American Company Profiles Quality Semiconductor Australia Phil Cavanagh President Andy Brawley Manager, Operations Andrew Greatbach Manager, Marketing Clive Potter Manager, Engineering Products and Processes Quality Semiconductor focuses on high-performance products, particularly FCT logic devices, fast FIFOs, clock management devices, and high-speed digital logic switches. Semiconductor Fabrication Facilities Quality Semiconductor Australia 8 Australia Avenue Homebush, NSW, 2140 Australia Telephone: (61) 2-763-4105 Fax: (61) 2-746-1501 Cleanroom: 5,000 square-feet Capacity (wafers/week): 1,250 Wafer size: 150mm Processes: CMOS, BiCMOS Products: Logic and memory ICs, ASICs, foundry services Feature sizes: 0.8µm, 1.0µm, 1.2µm, 1.5µm (0.6µm in development) Key Agreements • Quality will develop new products and technologies through a strategic alliance agreement with AWA Limited. • Quality formed a second-source and product development alliance with Sharp Corporation in April 1995 that covers a variety of specialty memory products for advanced networking, multimedia data communications, and high-performance I/O subsystem applications. 1-252 INTEGRATED CIRCUIT ENGINEERING CORPORATION QuickLogic North American Company Profiles QUICKLOGIC QuickLogic Corporation 2933 Bunker Hill Lane Santa Clara, California 95054 Telephone: (408) 987-2000 Fax: (408) 987-2012 Web Site: www.quicklogic.com Fabless IC Supplier Financial History ($M) Sales Employees 1994 7 1995 15 40 90 Company Overview and Strategy QuickLogic was founded in 1988 by the inventors of the programmable array logic (PAL) device. Today, the privately-held company designs and sells high density CMOS field programmable gate arrays (FPGAs) featuring high speeds and low power consumption, along with high productivity design software. QuickLogic’s FPGAs compete with conventional high density programmable local devices and gate arrays in applications such as graphics processing, high-speed memory control, video and image processing, DSP support logic, and data acquisition. Management E. Thomas Hart John Birkner Andrew Chan H.T. Chua Richard Johnson Nim Cho Lam Philip Ong William Falk Richard J. Fong Kathryn Gordon Edward Smith President and Chief Executive Officer Vice President, CAE Vice President, Product Development Vice President, Technology Development Vice President, Worldwide Sales Vice President, Engineering Vice President, Operations Director, CAE Tools Engineering Director, Product and Test Engineering Director, Process Development Director, Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-253 QuickLogic North American Company Profiles Products and Processes QuickLogic's programmable ASIC (pASIC) devices are implemented in a submicron CMOS process and deliver high speeds and low power consumption. All of the company's existing devices are offered in both 5V and 3.3V power supply versions. They are based on QuickLogic's proprietary metal layer, amorphous silicon ViaLink® antifuse programming element technology that offers high speeds and high densities (up to 20,000 usable gates). QuickLogic also supplies a comprehensive set of CAE development tools, operating on the PC and popular workstation platforms. An open architecture approach allows popular third-party tools to interface to the company's development environment. pASIC 1 FPGA Family—Consists of four parts in densities ranging from 1,000 usable gates to 8,000 usable gates (96 to 768 logic cells) and I/O pin counts ranging from 64 pins to 180 pins. The pASIC 1 devices are based on high-speed, low-power, two-layer-metal 0.65µm CMOS process technology. pASIC 2 FPGA Family—Consists of seven parts in densities ranging from 3,000 usable gates to 20,000 usable gates (192 to 1,440 logic cells) and I/O pin counts ranging from 120 pins to 336 pins. The pASIC 2 devices are based on high-speed, low-power, three-layer-metal 0.65µm CMOS process technology. During the first half of 1994, QuickLogic shifted its process technology from a 1.0µm CMOS process (125mm wafers) supplied by VLSI Technology to a 0.65µm CMOS process (150mm wafers) supplied by Cypress Semiconductor. Semiconductor Fabrication Facilities QuickLogic does not fabricate its own ICs, it has a manufacturing and technology agreement with Cypress Semiconductor. However, QuickLogic does perform all FPGA product testing for both companies. Key Agreements • QuickLogic has an agreement with Cypress Semiconductor to develop and produce high-performance FPGAs. Cypress has rights to market QuickLogic's current FPGA devices, as well as certain future products and software. In return, QuickLogic has guaranteed wafer production capacity using 0.65µm CMOS technology, eventually leading to 0.35µm technology. 1-254 INTEGRATED CIRCUIT ENGINEERING CORPORATION Ramtron North American Company Profiles RAMTRON Ramtron International Corporation 1850 Ramtron Drive Colorado Springs, Colorado 80921 Telephone: (719) 481-7000 Fax: (719) 481-9170 Web Site: www.csn.net/ramtron IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 0.1 (15) 11 13 1992 0.1 (23) 15 14 1993 4 (27) 20 14 1994 14 (20) 17 13 1995 11 (2) 12 10 100 129 140 121 88 Company Overview and Strategy Ramtron was established in 1984 to produce non-volatile memory products by combining the unique characteristics of ferroelectric materials with conventional integrated circuitry. The company was the first to manufacture ferroelectric memory devices. It holds 48 international patents covering its proprietary technologies and products and more than 81 are pending. Ramtron's principal business focus is directed toward the development of the commercial manufacture of ferroelectric RAMs (FRAMs). The company sites benefits of FRAMs as having fast right times, high write endurance, nonvolatile retention, small form factors, and minimal power consumption. Applications for FRAM devices include consumer electronics, business machines, communications equipment, test instruments, industrial controls, and medical equipment. Besides ferroelectric RAMs, Ramtron is also involved in the development and sale of very high speed DRAMs the company calls enhanced-DRAMs (EDRAMs), that are based on standard volatile DRAM technology. In 1995, Ramtron spun off its EDRAM business into a wholly owned subsidiary called Enhanced Memory Systems, Inc., which has the sole responsibility of developing EDRAMs. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-255 Ramtron North American Company Profiles FRAMs 10% EDRAMs 90% 1995 Sales by Device Type EDRAMs have been demonstrated to provide SRAM performance with DRAM density in a product that approaches DRAM pricing. A large portion of the company’s EDRAM business is targeted at replacement of fast (≤15ns) SRAMs in high-performance systems. As such, EDRAMs applications include a wide variety of the highest performing systems such as personal computer motherboards, accelerator boards, multiprocessor systems, disk controllers, embedded computer modules, digital signal processing systems, and video graphic systems. Ramtron's business strategy is to manufacture its own products, to license its products on a contract basis to other companies, and to license its proprietary technologies to a limited number of IC manufacturers in exchange for royalties and access to advanced manufacturing capabilities. The company has forged alliances with IBM, Fujitsu, Hitachi, Rohm, Toshiba, and Nippon Steel Semiconductor. Management L. David Sikes Greg B. Jones Richard L. Mohr Elliot M. Philofsky, Ph.D. Craig Rhodine Chief Executive Officer President and Chief Operating Officer Executive Vice President and Chief Financial Officer Senior Vice President, Technology and Manufacturing General Manager, Enhanced Memory Systems, Inc. Products and Processes Ramtron first demonstrated a working 256bit FRAM prototype in 1987 and in 1993, began commercial sales of 4K FRAMs. Commercial 16K and prototype 64K devices were introduced in 1994. Production of 256K FRAMs started in the second half of 1995. Ramtron is pursuing the development, through its strategic alliance partners, of new high-density (1M and above) FRAM products. Ramtron's FRAM products are pin compatible with many serial and parallel EEPROMs on the market. The nonvolatile storage element in Ramtron's FRAMs is a capacitor constructed from two metal electrodes with a thin-film ferroelectric material between the transistor and metallization layers of an industry standard CMOS manufacturing process. In addition to nonvolatile memories, Ramtron has identified other products in which ferroelectric technology may be integrated, including microcontrollers, programmable logic devices (PLDs), and radio frequency identification devices (RFIDs). Ramtron's joint venture affiliate, Racom ID Systems, Inc., is engaged in the development of ferroelectric RFID chips and systems. 1-256 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Ramtron Enhanced Memory Systems' enhanced-DRAM (EDRAM) products were developed in cooperation with United Memories Inc. (UMI) and Nippon Steel Semiconductor (then NMB Semiconductor). Colorado Springs-based UMI was formed by Ramtron and NMB in 1988 (see Key Agreements). The EDRAMs are fabricated at Nippon Steel Semiconductor's fab facility in Japan. Enhanced Memory Systems currently sells six EDRAM configurations, all of which are 4M in density. Semiconductor Fabrication Facilities Ramtron International Corporation 1850 Ramtron Drive Colorado Springs, Colorado 80921 Cleanroom size: 11,500 square feet Capacity (wafers/week): 1,625 Wafer size: 150mm Process: Ferroelectric CMOS and standard CMOS Products: Specialty memory ICs Feature size: 1.0µm Ramtron's wafers are also manufactured by Rohm Corp., Nippon Steel Semiconductor (0.6µm process), and IBM (see Key Agreements). Key Agreements • Ramtron signed a manufacturing agreement with IBM Corporation in May 1995 for EDRAM production. Under the agreement, IBM is serving as a foundry for the production of Enhanced Memory Systems' EDRAMs, and IBM has a non-exclusive license to sell the devices. • Ramtron added Fujitsu to the list of companies with which it maintains joint design and licensing deals for ferroelectric memories. The two firms are developing of a 1M FRAM and working on a feasibility study for 16M FRAMs. • In late 1994, Ramtron signed a cross-licensing deal with ferroelectric memory competitor, Symetrix, also located in Colorado Springs. Both companies are jointly developing a 3-volt 16K FRAM based on Symetrix's Y-1 ferroelectric material technology. In addition, Ramtron's ferroelectric technology is now licensable by Symetrix to its strategic partners, which include Motorola and Matsushita, and Ramtron may license Symetrix's technology to its partners. The deal also called for Ramtron to purchase half of Symetrix for about $6 million. • Ramtron and Rohm signed a joint manufacturing, development, and marketing deal in 1993 giving Rohm access to Ramtron's line of FRAM products. Under the agreement, Rohm is supplying Ramtron with wafers and is selling completed devices in Japan under both logos. In addition, joint development of new ferroelectric-based circuits, including microcontrollers and custom products will take place. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-257 Ramtron North American Company Profiles • A joint program to integrate Ramtron's ferroelectric technology with Hitachi's DRAM manufacturing process was established in 1992. In early 1994, Hitachi indicated it was satisfied with its pilot program of testing and packaging midrange density FRAMs. As a result, Hitachi is working with Ramtron to design and develop 256K, 1M, and 4M FRAMs. Volume production of the 256K FRAM is scheduled for 2H96. Further, Ramtron agreed to license to Hitachi all its non-standard as well as standard FRAM products. Ramtron will rely on Hitachi as a foundry for the devices since its own fab is not capable of the feature sizes required for the larger memories. • Toshiba agreed to jointly develop and second-source Ramtron’s FRAMs in densities of 256K and above. • In 1988, Ramtron and NMB Semiconductor (now Nippon Steel Semiconductor) entered into a product development and license agreement for conventional 1M and 4M DRAMs. Then, in 1990, the two companies established United Memories, Inc. (UMI) to design and develop advanced memory devices (not involving Ramtron's ferroelectric technology) for both companies. In 1995, Ramtron sold all its remaining interest in UMI to Nippon Steel. Now, Nippon Steel manufactures and sell 4M EDRAM products to Enhanced Memory Systems for resale to EMS’s customers. 1-258 INTEGRATED CIRCUIT ENGINEERING CORPORATION Raytheon Semiconductor North American Company Profiles RAYTHEON SEMICONDUCTOR Raytheon Company Semiconductor Division 350 Ellis Street P.O. Box 7016 Mountain View, California 94039-7016 Telephone: (415) 968-9211 Fax: (415) 968-8556 Web Site: www.raytheon.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Corporate Sales Net Income Semiconductor Sales 1991 1992 1993 1994 1995 9,274 592 9,058 635 9,201 693 10,013 759 11,716 793 104 105 110 110 115 Employees 1,700 Company Overview and Strategy Raytheon Semiconductor is one of the eight divisions of Raytheon Company, an international, multi-industry, technology-based firm that was founded in 1923. Approximately 10 percent to 15 percent of Raytheon Semiconductor's sales are to other Raytheon divisions. Half of its external sales are in commercial markets and the other half are in industrial and military markets. Raytheon Semiconductor focuses primarily on video and multimedia, ATE and instrumentation, high-speed communications networks, and RF communications applications. In 1992, the company purchased TRWLSI, a market leader in digital video processing products, as part of a strategy designed to turn its highperformance industrial and military analog and mixed-signal chip strengths into a portfolio that compliments its commercial abilities. Raytheon’s newest IC products include video encoders for MPEG-2 applications, multi-standard encoders for cable or satellite systems, and high-speed D/A converters and low-cost A/D converters. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-259 Raytheon Semiconductor North American Company Profiles Management Shi-Chuan Lee James V. DiLorenzo Arthur J. Hoage Peter F. Bejarano Scott Keller Les Welborn President, Raytheon Semiconductor General Manager, Advanced Device Center Manager, Manufacturing Services Director, VLSI Products Director, Linear and Mature Products Director, Worldwide Sales Products and Processes Raytheon Semiconductor's products are focused primarily on video/multimedia, ATE and instrumentation, and communications applications. All new products developed are mixed-signal circuits, including A/D and D/A converters, and MPEG-2 and multi-standard encoders. These products are based on bipolar processes ranging in performance from fT = 4GHz to fT = 13GHz and CMOS processes with geometries ranging from 0.5µm to 2.5µm. Semiconductor Fabrication Facilities Raytheon Company Semiconductor Division 350 Ellis Street Mountain View, California 94039 Telephone: (415) 968-9211 Cleanroom size: 23,300 square feet Capacity (wafers/week): 4,600 Wafer size: 100mm (3 lines) Processes: Bipolar, CMOS Products: Linear, logic, and memory ICs, discretes Feature sizes: 1.0µm-5.0µm Raytheon Company Semiconductor Division Hartwell Road Bedford, Massachusetts 01730 Telephone: (617) 274-5000 Cleanroom size: 12,000 square feet Capacity (wafers/week): 100 Wafer size: 100mm Processes: NMOS, CMOS, bipolar Products: Logic and custom ICs Feature sizes: ≥0.5µm Raytheon Company Missile Systems Division 350 Lowell Street West Andover, Massachusetts 01810 Telephone: (508) 475-5000 Cleanroom size: 17,000 square feet Capacity (wafers/week): 875 Wafer size: 125mm Processes: NMOS, CMOS, bipolar, BiCMOS Products: Logic, custom, and linear ICs Feature size: 0.9µm Raytheon Company Advanced Device Center 350 Lowell Street West Andover, Massachusetts 01810 Telephone: (508) 470-5000 Cleanroom size: 17,000 square feet Capacity (wafers/week): 360 Wafer sizes: 3in, 100mm Process: GaAs Products: MMICs, discretes Feature sizes: 0.25µm-0.5µm 1-260 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Raytheon Semiconductor Key Agreements • Raytheon teamed with New Japan Radio Co. to provide GaAs down converters for the satellite TV market. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-261 Rochester Electronics North American Company Profiles ROCHESTER E LECTRONICS Rochester Electronics Inc. 10 Malcolm Hoyt Drive Newburyport, Massachusetts 01950-4018 Telephone: (508) 462-9332 Fax: (508) 462-9512 Fabless IC Supplier Company Overview and Strategy Rochester Electronics was established in 1981 to supply discontinued semiconductors. Rochester offers entire discontinued lines, both commercial and military, from manufacturers that reduce support for old parts to rationalize scarce manufacturing and service resources. Increased military cutbacks have also led chip makers to reduce their support for military parts as they shift to more commercial offerings. Rochester handles discontinued lines from companies such as AMD, National, Texas Instruments, Harris, Intel, AT&T, and Raytheon. Management Curt Gerrish President Products and Processes Rochester has more than 260 million devices in stock, some over 20 years old. Its product lines include SRAMs, DRAMs, VRAMs, PROMs, logic chips, and linear devices. The company also stocks unfinished wafers and original mask sets. Semiconductor Fabrication Facilities Rochester uses more than 30 foundries to manufacture its product lines. 1-262 INTEGRATED CIRCUIT ENGINEERING CORPORATION Rockwell Semiconductor Systems North American Company Profiles ROCKWELL SEMICONDUCTOR SYSTEMS Rockwell International Corporation Rockwell Semiconductor Systems 4311 Jamboree Road P.O. Box C Newport Beach, California 92658-8902 Telephone: (714) 833-4600 Fax: (714) 833-4078 Web Site: www.nb.rockwell.com IC Manufacturer Financial History ($M), Fiscal Year Ends September 30 Corporate Sales Net Income 1991 1992 1993 1994 1995 11,927 601 10,910 483 10,840 562 11,123 634 12,981 742 297 333 423 581 760 1,695 4,000 Semiconductor Systems Sales Employees (Semiconductor Systems) Company Overview and Strategy Rockwell International Corporation was incorporated in 1928 and is engaged in the research, development, and manufacture of diversified products for the following industries: electronics (industrial automation, avionics, semiconductor systems, and defense electronics), automotive (heavy vehicles and light vehicles), graphics (printing press systems), and aerospace (space systems and aircraft). Graphic Systems 5% Semiconductor Systems 11% Defense Electronics 15% Aerospace 19% Automotive 24% Electronics 52% 1995 Corporate Sales by Business Segment INTEGRATED CIRCUIT ENGINEERING CORPORATION Avionics 20% Automation 54% 1995 Electronics Sales by Business Segment 1-263 Rockwell Semiconductor Systems North American Company Profiles Rockwell Semiconductor Systems is the fastest-growing business segment of Rockwell and comprises the Multimedia Communications Division and the Wireless Communications Division. Rockwell’s Semiconductor Systems business offers mixed-signal computing chipsets that form the core of a broad family of personal communications electronics products. Management Rockwell International Corporation Donald R. Beall Chief Executive Officer Don H. Davis, Jr. President and Chief Operating Officer Rockwell Semiconductor Systems Dwight W. Decker, Ph.D. President Armando Geday Vice President and General Manager, Multimedia Communications Division Vijay Parikh Vice President and General Manager, Wireless Communications Division Products and Processes Rockwell Semiconductor Systems’ key product lines include facsimile, data, and integrated data/fax/voice modem devices with transmission speeds of up to 28,800 bps, multimedia engines, wireless communications engines for GPS receivers, spread spectrum cordless telephony solutions, and power amplifier devices for cellular phones. Rockwell introduced the first modem to the worldwide communications market in the early 1950's. To this day, the company continues to be a leader in the data and fax modem markets, with a current worldwide marketshare of about 70 percent. New technologies developed this year by the Multimedia Communications Division include extensions to the high-speed V.34 product lines, simultaneous voice and data (SVD)—the exchange of voice and data over a single, standard phone line, and the integration of fax, speakerphone, printer, and copier capabilities into multifunctional peripheral engines (MFPE) for the SOHO market. The Wireless Communications Division addresses the digital cordless telephony (DCT) market, with an integrated circuit component family for 900MHz digital spread spectrum cordless telephones. The division also offers global positioning system (GPS) receiver engines, wireless packet data chipsets, and is developing products and technologies to address the Personal Communications Services (PCS) market. 1-264 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Rockwell Semiconductor Systems Semiconductor Fabrication Facilities Rockwell Semiconductor Systems Digital Communications Division 4311 Jamboree Road P.O. Box C Newport Beach, California 92658-8902 Capacity (wafers/week): 6,250 Wafer sizes: 125mm, 200mm Process: CMOS Products: Linear ICs, memories, MPUs, DSPs, ASICs Feature sizes: 0.5µm-2.0µm Rockwell Semiconductor Systems Microelectronic Technology Center 2427 West Hillcrest Drive Newbury Park, California 91320 Telephone: (805) 375-1256 Capacity (wafers/week): 400 Wafer size: 100mm Processes: HBT, MESFET GaAs Products: ASICs, receivers, power amps, high-speed digital circuits Feature sizes: 0.5µm-1.4µm Rockwell Semiconductor Systems 1575 Garden of the Gods Road Colorado Springs, Colorado 80907-3486 Capacity (wafers/month): 7,500 Wafer size: 200mm Process: CMOS Products: Linear ICs, memories, MPUs, DSPs, ASICs Feature sizes: 0.5µm and below In August 1995, Rockwell purchased the United Technologies Microelectronics Center (UTMC) wafer fab facility in Colorado Springs, Colorado. The company plans to invest up to $1.2 billion to build a 450,000 square-foot fab facility at this site to produce 7,500 wafers per week, supporting $1.5 billion of Semiconductor Systems’ annual revenue by 1999. Construction of Phase I, which began in March 1996, will include a 65,000 square-foot, Class 1 cleanroom with production expected to begin in July 1997. In early 1995, Rockwell started production of fax/data modem chipsets on a new $150 million 200mm wafer line that was installed at its fab in Newport Beach. Application-specific DSPs based on the company's new RSP core-processor architecture are expected to consume the majority of the wafer output from the new line. In early 1994, the company executed an agreement to acquire additional 200mm wafer capacity through a minority equity investment in Chartered Semiconductor Manufacturing, Pte. Ltd., of Singapore. Under the agreement, Rockwell is guaranteed capacity in Chartered’s new $1.3 billion Fab 2 facility in Singapore. The new plant began operations in late 1995. Key Agreements • In early 1996, Rockwell and SubMicron Technology announced a long-term technology transfer and wafer supply agreement. Rockwell will transfer its 0.5µm and 0.35µm CMOS wafer processes and SubMicron will guarantee Rockwell wafer capacity at its new $1.3 billion, 200mm wafer fab being built near Bangkok, Thailand. SubMicron is scheduled to begin operations in mid-1997. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-265 Rockwell Semiconductor Systems North American Company Profiles • In July 1995, Rockwell signed a five-year foundry agreement with IMP, Inc. for the wafer fabrication of CMOS mixed-signal ICs. • Rockwell signed a licensing agreement with Aerojet Electronic Systems Division to use Aerojet's lowinfrared-background radiation-hardened technology in its infrared detectors. The detectors are used as sensing elements in tactical systems such as night-vision devices, man-portable weapons, and smart weapons. • Rockwell is teamed with McCaw Cellular Communications to develop and provide a Cellular Digital Packet Data (CDPD) chipset that enables portable PCs to send digital data over cellular phone networks. • Rockwell is working with Hitachi and Mitsubishi Electric to increase high-speed modem IC production. Rockwell has transferred technology to Hitachi and Mitsubishi who will produce modem ICs and supply them to Rockwell. 1-266 INTEGRATED CIRCUIT ENGINEERING CORPORATION Ross Technology North American Company Profiles ROSS T ECHNOLOGY Ross Technology 5316 Highway 290 West Austin, Texas 78735 Telephone: (512) 349-3108 Fax: (512) 349-3101 Web Site: www.ross.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Employees 1995 39 (11) 13 1996 101 18 16 75 175 Company Overview and Strategy Ross Technology is an independent wholly owned subsidiary of Fujitsu Ltd., which acquired the firm from Cypress Semiconductor in mid-1993 for about $22 million. In November 1995, Ross completed its initial public offering, reducing Fujitsu’s share to 61 percent. A minority position in Ross is also held by Sun Microsystems. Originally established in 1988, Ross is involved in the design, development, and marketing of advanced RISC microprocessors based on the Sparc architecture. Ross' high-end Sparc products complement Fujitsu's existing portfolio of lower-performance Sparc chips. Cypress and Ross agreed to continue a multimillion-dollar development program focused on complex logic-oriented products. Management Roger D. Ross David Zeleniak Steve Goldstein President and Chief Executive Officer Chief Financial Officer Vice President, Sales and Marketing Products and Processes Ross Technology's current family of RISC microprocessors include the Colorado 2, 3, and 4 hyperSparc™ lines. The superscaler, superpipelined hyperSparc processors are based on a 0.4µm triple-level-metal CMOS process and deliver performance of up to 150MHz.. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-267 Ross Technology North American Company Profiles Semiconductor Fabrication Facilities The company's devices are manufactured by Fujitsu. 1-268 INTEGRATED CIRCUIT ENGINEERING CORPORATION S-MOS Systems North American Company Profiles S-MOS S YSTEMS S-MOS Systems, Inc. 2460 North First Street San Jose, California 95131-1002 Telephone: (408) 922-0200 Fax: (408) 922-0238 Web Site: www.smos.com Fabless IC Supplier Financial History ($M) Sales Employees 1991 125 1992 152 1993 137 1994 135 1995 190 200 210 210 220 210 Company Overview and Strategy S-MOS Systems Inc., established in 1983, designs, develops, and markets a full line of very-low-power and low-voltage (2V) advanced CMOS integrated circuits for a variety of market applications including desktop, notebook and palmtop computers, handheld instrumentation, data and telecommunications, and mobile and portable communications devices. The company also provides silicon foundry services through its Japanese affiliate, Seiko Epson Corporation. Management Tadakatsu Hayashi Tom Endicott Eiicha Suda Kai P. Yiu Takami Takeuchi President and Chief Executive Officer Vice President, Sales and Marketing Vice President, Product Creation Vice President, Advanced Systems Division Executive Director, Finance Products and Processes S-MOS Systems' IC products include memories (SRAMs, mask ROMs, EEPROMs), 3D graphics geometry and rendering processors, VGA-LCD controllers, LCD drivers, 4-bit and 8-bit microcontrollers, semicustom system interface products (SSIPs) for PCI- and PCMCIA-based systems, and products for mobile communications systems. S-MOS also offers contract manufacturing services on 100mm, 125mm, and 150mm wafers with geometries ranging from 1.2µm to 0.6µm. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-269 S-MOS Systems North American Company Profiles Other products include the CARDIO™ line of products, which are full-function, plug-in PCs, reduced to PCMCIA-sized cards. Semiconductor Fabrication Facilities Design, engineering, and marketing of S-MOS's products are handled at its San Jose headquarters. Manufacturing is done at Seiko Epson's fabrication facility in Fujimi, Nagano Prefecture, Japan. 1-270 INTEGRATED CIRCUIT ENGINEERING CORPORATION S3 North American Company Profiles S3 S3 Incorporated P.O. Box 58058 2770 San Tomas Expressway Santa Clara, California 95052-8058 Telephone: (408) 980-5400 Fax: (408) 980-5444 Web Site: www.s3.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1991 3 (5) 3 Employees 1992 31 4 5 1993 113 19 12 1994 140 6 18 1995 316 35 42 68 141 230 444 Company Overview and Strategy S3 Incorporated was founded in 1989 with the goal of improving the performance of personal computers by relieving the bottleneck of their graphics subsystems. The company pioneered graphics acceleration in 1991 when it introduced the industry's first single-chip graphics accelerator, significantly improving the performance of PCs. The 16-bit accelerator was followed by 32-bit and 64-bit families in 1992 and 1993, respectively. As PCs continue to evolve beyond two-dimensional graphics toward a more natural user interface, S3 is leveraging its acceleration expertise to offer 3D graphics and video acceleration solutions for home, desktop, and mobile multimedia computing environments. Besides 3D graphics and full-motion video, S3 believes that audio, true-color imaging and visualization, realtime communications, and voice and text recognition on the PC, will also require acceleration. To address the acceleration requirements of those applications, S3 formed two new business divisions in 1995, the Home and Advanced System Products division and the Multimedia and Mobile Products division. In addition, the company’s acquisition of Floreat, Inc., a privately-held firm specializing in communications software, will help it to expand into new markets. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-271 S3 North American Company Profiles Asia/Europe/ROW 44% United States 56% 1995 Sales by Geographic Region Management Terry N. Holdt Harry L. Dickinson George A. Hervey Jackson K.C. Hu Gary J. Johnson Ronald T. Yara Paul G. Franklin Neal D. Margulis Michael P. Nell Maxwell G. Paley Mark Scheible President and Chief Executive Officer Senior Vice President, Sales Senior Vice President, Finance, and Chief Financial Officer Senior Vice President, Engineering/Operations Senior Vice President, Multimedia and Mobile Products Senior Vice President, Strategic Marketing Vice President, Operations Vice President, Home and Advanced Systems Products Vice President, Corporate Marketing Vice President, Software Products Vice President, Worldwide Sales Products and Processes S3 offers a variety of 32-bit and 64-bit graphics and multimedia accelerator ICs, as well as supporting software drivers. In 1995, the company significantly expanded its product offerings from 2D graphics acceleration to video acceleration, MPEG decoding, audio processing, 3D acceleration, and mobile multimedia acceleration. S3’s IC products are listed below. • • • • • • • • • • Trio32™ 32-bit DRAM-based integrated 2D graphics accelerators for home and desktop PCs. Trio64™ 64-bit DRAM-based integrated 2D graphics accelerators for home and desktop PCs. Trio64V+™ 64-bit DRAM-based, digital-video enabled integrated graphics and video accelerators for home and desktop PC applications. Trio64UV+™ 64-bit UMA (unified memory architecture)-based integrated graphics and video accelerators for home PCs. UMA technology eliminates the need for separate graphics memory in PC systems. ViRGE™ (video and rendering graphics engine)—a 64-bit DRAM-based 2D/3D graphics and video accelerators for home PCs. ViRGE/VX™ 64-bit WRAM-based or VRAM-based 2D/3D graphics and video accelerators for home PCs. Vision968™ 64-bit VRAM-based multimedia accelerators for desktop PCs. Aurora64V+™ 64-bit multimedia accelerators for mobile computers. The Aurora64V+ accelerators provide notebook computer users with desktop-equivalent graphics performance and multimedia capability, as well as the industry’s first dual display support. Scenic/MX1™ (PCI) and Scenic/MX2™ audio/video MPEG-1 decoders for home and desktop PCs. Sonic/AD™ CD-quality, sigma-delta audio DAC, S3’s first audio product for home and desktop PCs. 1-272 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles S3 Semiconductor Fabrication Facilities The majority of S3's silicon products are currently manufactured by IBM Microelectronics, Hewlett-Packard, TSMC, and UMC. In 1995, S3 entered into a partnership with UMC and Alliance Semiconductor to establish a new jointly owned wafer foundry company in Taiwan called United Semiconductor Corporation (USC). S3 will hold a 25 percent ownership in the venture, which will begin processing 200mm wafers in 3Q96, and will have the right to purchase up to 31.25 percent of the fab’s output. S3 invested $36 million in USC in 1995 and is committed to invest $52 million in 1996. United Semiconductor Corporation (Jointly owned by UMC, S3, and Alliance Semiconductor) Science-Based Industrial Park Hsinchu, Taiwan Capacity (wafers/week): 6,250 Wafer size: 200mm Process: CMOS Products: Foundry services Feature sizes: 0.35µm, 0.5µm (Scheduled to begin production in 3Q96) INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-273 Seeq Technology North American Company Profiles SEEQ T ECHNOLOGY Seeq Technology, Inc. 47200 Bayside Parkway Fremont, California 94538 Telephone: (510) 226-7400 Fax: (510) 657-2837 Web Site: www.seeq.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends September 30 Sales Net Income R&D Expenditures 1991 49 (3) 7 1992 37 (11) 5 1993 33 (4) 3 1994 21 (8) 3 1995 23 1 3 332 190 161 67 67 Employees Company Overview and Strategy Seeq Technology was established in 1981 to develop, produce, and market EEPROMs. Over the years the company has undergone a series of transitions that has created a company that is today much different than it was founded to be. Seeq began developing Ethernet products in 1982 and adopted a strategy to have its products manufactured by outside foundries in 1989. As a result of the foundry alliances that were established, the company shut down its wafer fab facility in 1992 and thus became a fabless IC supplier. In early 1994, the company abandoned the market it had itself created by selling its EEPROM business to competitor Atmel Corporation for $10 million. Additionally, the company's Ethernet adapter board product line was discontinued in early 1994. Seeq now focuses exclusively on local area network (LAN) communication devices and subsystems. These products are targeted at system manufacturers in the personal computer, workstation, printer, networking, and telecommunications markets. LAN subsystems 17% Europe 10% Asia-Pacific 28% U.S. 62% 1995 Sales by Geographic Region 1-274 LAN ICs 83% 1995 Sales by Product Type INTEGRATED CIRCUIT ENGINEERING CORPORATION Seeq Technology North American Company Profiles Management Phillip J. Salsbury, Ph.D. Stephen Dreyer Walter B. Gebaur Barry Gray Robert Hersh Philip A. Ortiz Albert Schadlick President and Chief Executive Officer Vice President, Engineering Vice President, Manufacturing Vice President, Marketing Vice President, Finance and Chief Financial Officer Vice President, Worldwide Sales Vice President, Eastern Sales Products and Processes Seeq supplies Ethernet datacommunication controllers, Ethernet chipsets, encoder/decoders, coaxial and unshielded twisted pair cable CMOS transceivers, and networking modules. The company also sells media signaling ICs for the high-speed ATM (asynchronous transfer mode) LAN market. Its products are designed using proprietary digital and mixed-signal CMOS process technologies, including submicron (0.8µm and 0.6µm). In 1995, Seeq doubled its product line by introducing ten new products such as controllers, media interface adapters, and transceivers. Semiconductor Fabrication Facilities Seeq has established several agreements with wafer-based and ASIC-based foundry suppliers. Its volume wafer processing partners are AMI, Hualon Microelectronics Corporation (HMC), Ricoh, and Rohm. VLSI Technology and Samsung are used for turn-key manufacturing using either a standard cell or a gate array approach. Key Agreements • In 1995, Seeq re-established its foundry relationship with HMC for the manufacture of its mixed-signal products with an agreement that guarantees foundry services through July 1998. Seeq is also sharing resources with HMC to codevelop new generations of analog circuits for Ethernet data communications products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-275 Semtech North American Company Profiles SEMTECH Semtech Corporation 652 Mitchell Road Newbury Park, California 91320 Telephone: (805) 498-2111 Fax: (805) 498-3804 IC Manufacturer Financial History ($M), Fiscal Year Ends January 31 Sales Net Income R&D Expenditures 1992 27 1 1993 20 0.4 1 Employees 1994 21 1 1 1995 36 2 1 1996 62 7 n/a 340 372 500 Company Overview and Strategy Semtech Corporation, incorporated in 1960, manufacturers and market a wide variety of semiconductor products focused at both commercial and military applications. Initially, Semtech only supplied semiconductor devices to the military and aerospace industries. However, in 1990, Semtech began its migration into commercial markets with the acquisition of Lambda Electronics. This equipped Semtech with an IC fab facility in Corpus Christi, Texas. In 1992, the company acquired Modupower Inc., a supplier of solid state modules, further moving Semtech into the commercial marketplace. In late 1995, Semtech acquired ECI Semiconductor, an analog semiconductor manufacturer located in Santa Clara, California. From ECI, Semtech gained new process technology, additional wafer fab capacity, and ECI’s foundry customer base. Today, Semtech’s primary focus is on the personal computer and telecommunications market, though it still maintains a presence in the military and aerospace market. In 1995, military and aerospace revenues accounted for 40 percent of total revenues. Military and Aerospace 40% Commercial 60% 1995 Sales by End-Use Market 1-276 INTEGRATED CIRCUIT ENGINEERING CORPORATION Semtech North American Company Profiles Management John D. Poe Raymond E. Bregar David G. Franz, Jr. Arthur E. Fury President and Chief Executive Officer Executive Vice President, Corporate Operations Vice President, Finance, and Chief Financial Officer Vice President, Sales and Marketing Products and Processes Semtech offers a wide range of integrated circuits and discrete devices including transient voltage suppressers, linear and switching voltage regulators, DC-to-DC power modules, rectifiers, high voltage monolithic ceramic capacitors, and modular assemblies. Through its acquisition of ECI Semiconductor, Semtech now offers linear and mixed-signal CMOS arrays, linear bipolar arrays, standard analog circuits, and RF discretes, in addition to offering foundry services. Semiconductor Fabrication Facilities Semtech 121 International Boulevard Corpus Christi, Texas 78406 Telephone: (512) 289-0403 Wafer size: 100mm Process: Bipolar Products: Linear ICs Feature size: 3.0µm Semtech 652 Mitchell Road Newbury Park, California 91320 Telephone: (805) 498-2111 Products: Discretes Semtech (formerly ECI Semiconductor) 975 Comstock Street Santa Clara, California 95054 Capacity (wafers/week): 2,000 Wafer sizes: 100mm, 125mm Processes: CMOS, bipolar Products: ASICs, linear ICs, discretes, foundry services Feature sizes: 3.0µm, 4.0µm, 5.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-277 Sensory Circuits North American Company Profiles SENSORY C IRCUITS Sensory Circuits, Inc. 1735 North First Street San Jose, California 95112-4511 Telephone: (408) 452-1000 Fax: (408) 452-1025 Web Site: www.sensoryc.com Fabless IC Supplier Employees 29 Company Overview and Strategy Founded in 1994, Sensory Circuits is a privately held company that designs and markets low-cost ICs that perform speech recognition, speaker verification, speech and music synthesis, audio record/playback, and general purpose product control for consumer electronic applications including telecommunications devices, interactive toys, home appliances, personal electronics, and security devices. Management Todd Mozer David Dick Robert Savoie Keith Kitami Jay Zerfoss President and Chief Executive Officer Vice President, Engineering Vice President, Technology Development Director, Marketing Director, Finance Products and Processes Sensory’s current products include the Interactive Speech™ line of integrated circuits (ICs). This family of chips is designed to “bring life to products” through Sensory’s speech and audio technologies. The Interactive Speech single-chip ICs utilize neural network technology to deliver low-cost speech recognition and speaker verification solutions to consumer electronic products. Other services offered by Sensory Circuits include product specification, vocabulary development for recognition and synthesis, circuit board design, application programming, product design consulting, and custom ICs. Sensory’s complete product line is produced using a 0.6µm CMOS process technology. 1-278 INTEGRATED CIRCUIT ENGINEERING CORPORATION Sierra Semiconductor North American Company Profiles SIERRA SEMICONDUCTOR Sierra Semiconductor Corporation 2075 North Capitol Avenue San Jose, California 95132 Telephone: (408) 263-9300 Fax: (408) 263-3337 Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 86 13 13 1992 92 12 13 1993 83 (13) 15 1994 105 (9) 16 1995 189 1 23 280 322 295 335 480 Company Overview and Strategy Sierra Semiconductor, founded in 1984, develops and markets high-performance mixed-signal integrated circuits for advanced communications applications. The company uses its strengths in broadband, wireless, data, facsimile, sound, and visual technologies to support the three fundamental segments of the communications market: wide area infrastructure, local area networking, and user interface. In addition, Sierra provides communications software support products for personal computers and wireless communications systems. In 3Q94, Sierra acquired the remaining 39 percent of PMC-Sierra, Inc. of Burnaby, British Columbia, Canada. PMC-Sierra, now a wholly owned subsidiary of Sierra Semiconductor, supplies broadband transmission and networking chipsets for ATM, Sonet/SDH, and T1/E1 applications. PMC was originally established in 1992 as a spinoff from MPR Teltech Inc., the research arm of the British Columbia phone company. In 4Q94, Sierra acquired Prometheus Products, Inc., a supplier of voice modems and applications software for both Microsoft Windows and Apple Macintosh platforms. Like PMC-Sierra, the Prometheus subsidiary operates as a separate entity. International sales accounted for 39 percent of the company’s total revenues in 1995. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-279 Sierra Semiconductor North American Company Profiles Management James V. Diller Richard J. Koeltl Glenn C. Jones George D. Antenucci Naresh K. Batra Alden J. Chauvin, Jr. Victor Godbole Raman K. Rao Marc E. Robinson Robert L. Bailey John W. Murphy Chief Executive Officer President and Chief Operating Officer Senior Vice President, Finance and Chief Financial Officer Vice President, Human Resources Vice President and General Manager, Multimedia Products Vice President, Worldwide Sales Vice President, Strategic Planning and System Engineering Vice President, Operations Vice President, Technology Development and Quality President and Chief Executive Officer, PMC-Sierra, Inc. President and Chief Executive Officer, Prometheus Products, Inc. Products and Processes Sierra uses what it calls a "Triple Technology" process that uses its competencies in analog, digital, and EEPROM technologies to provide complex IC system solutions. The company's semiconductor product offerings include WAN and LAN chipsets and subsystems; modem chipsets with data, fax, or integrated data/fax/voice capabilities; audio, voice synthesis, and voice recognition circuits; and graphics and imaging products. Semiconductor Fabrication Facilities Sierra Semiconductor is a fabless IC operation, with the majority of its wafers being manufactured by Chartered Semiconductor. In 1987, the company formed Chartered Semiconductor as a fab-and-test joint venture with Singapore Technologies Industrial Corporation Pte. Ltd. Sierra originally held a minority interest in the venture and licensed Chartered Semiconductor to use its manufacturing processes and fab and test technologies. In 1993, Singapore Technologies Ventures Pte. Ltd. purchased all of the shares held by Sierra. Under an agreement that is good through November 1996, Sierra is obligated to purchase up to 60 percent of its total wafer requirements from Chartered Semiconductor, and Chartered is required to allocate a percentage of its total wafer production capacity to Sierra. The agreement may be extended to November 1999. Key Agreements • Sierra Semiconductor and MPR Teltech formed a new company in 1993 called Sierra Wireless Inc. to develop and market cellular digital packet data (CDPD) modems and modem subsystems. Sierra Wireless is based in Vancouver, British Columbia, Canada. 1-280 INTEGRATED CIRCUIT ENGINEERING CORPORATION Signal Processing Technologies North American Company Profiles SIGNAL PROCESSING T ECHNOLOGIES (SPT) Signal Processing Technologies, Inc. 4755 Forge Road Colorado Springs, Colorado 80907 Telephone: (719) 528-2300 Fax: (719) 528-2370 Fabless IC Supplier Employees 80 Company Overview and Strategy Signal Processing Technologies (SPT) is a supplier of high-performance data conversion and signal conditioning integrated circuits. It was formed in 1983 as a business unit of Honeywell's semiconductor group. SPT was then acquired in 1989 by a group of private investors and an employee team and was established as a separate corporation. In June 1990, the company became a wholly-owned subsidiary of Japan's Toko, Inc., a worldwide supplier of electronic components and integrated circuits. Management Ben Takada Richard Mintle Alfi Moscovici Mike Ruebenson General Manager Director, Sales and Marketing Director, Engineering Director, Finance and Administration Products and Processes SPT offers a portfolio of products that includes high-speed comparators and A/D and D/A converters. The company's primary focus is on developing proprietary, high-performance signal conditioning, and data conversion products. It has received funding from its parent to develop new analog products such as RF communications and imaging markets. Semiconductor Fabrication Facilities Toko acts as the foundry for SPT. In late 1992, SPT purchased a former Digital Equipment Corp. R&D facility, which more than doubled the company's engineering and test area The facility includes a 10,000 square-foot space that SPT may convert into a Class 10 or Class 1 fab in the future. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-281 Silicon Systems North American Company Profiles SILICON S YSTEMS Silicon Systems, Incorporated 14351 Myford Road Tustin, California 92680-7022 Telephone: (714) 731-7110 Fax: (714) 731-5457 Web Site: www.ssi1.com IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales 1991 182 1992 244 1993 260 1994 300 1995 375 Employees 1,800 2,200 2,200 2,000 2,000 Company Overview and Strategy Silicon Systems Inc. (SSI) specializes in the marketing, design, and manufacturing of standard and custom mixed-signal ICs (MSICs), primarily for use in storage products and communications equipment. The firm was founded in 1972 and initially offered only design services. In the mid-70's, it began subcontracting out its fab for the production of other companies' devices. In 1982, the firm began manufacturing its own ICs. In 1989, Silicon Systems was acquired by TDK Corp., a $4.4 billion Japanese producer of ferrite and magnetic recording products. Today, Silicon Systems offers MSICs to a growing worldwide customer base. It has largely tied its fortunes to the disk drive industry, designing and selling ICs aimed at applications in that market. SSI is considered to hold the largest marketshare of the mixed-signal disk-drive IC market. To a lesser extent, Silicon Systems focuses on applications in the telecommunications market. Telecommunications 25% Disk Drives 75% 1995 Sales by End-Use Market (est) 1-282 INTEGRATED CIRCUIT ENGINEERING CORPORATION Silicon Systems North American Company Profiles Management Yutaka Mori Rick Goerner William E. Bendush Donald Crim Martin H. Jurick Jim Peterson Yoshihito Yamamoto President and Chief Executive Officer Executive Vice President and Chief Operating Officer Senior Vice President, Finance and Chief Financial Officer Senior Vice President, Wafer Fab and Technology Senior Vice President, Corporate Planning Senior Vice President, Worldwide Sales Vice President, Corporate Planning Products and Processes Silicon Systems offers a line of custom and standard ICs in bipolar, CMOS, and BiCMOS technologies. It focuses on ICs that combine analog and digital circuitry. SSI is organized into two business units, the Storage Products Division and the Communications Products Division. The Storage Products Division consists of read/write preamps, read channel ICs, disk controllers, flash controller ICs, and servo controller products. The Communications Products Division consists of wirelined and wireless modulation, digital transmission, and networking products. Semiconductor Fabrication Facilities Silicon Systems closed its 100mm wafer fabrication facility in Tustin, California, in May 1995. The company had been trying to sell the plant since 1993. Silicon Systems is debating whether to break ground for a new 200mm wafer fab or partner with another company. Silicon Systems 2300 Delaware Avenue Santa Cruz, California 95060 Cleanroom size: 52,000 square feet Capacity (wafers/week): 1,500 Wafer size: 150mm Processes: Bipolar, CMOS, BiCMOS Products: Mixed-signal ICs Feature sizes: 1.0µm, 1.5µm, 3.0µm Key Agreements • Silicon Systems has an agreement with Philips for hard-disk drive ICs and bipolar process technology. As part of an extension of the agreement, Silicon Systems is licensed to use Philips' BiCMOS process technology and Philips has access to Silicon Systems' foundry services. • Silicon Systems has a pact with Oki Electric under which the Japanese company is supplying Silicon Systems with 1.2µm and 1.5µm foundry services. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-283 Siliconix North American Company Profiles SILICONIX Siliconix Incorporated (Member of TEMIC Semiconductors) 2201 Laurelwood Road Santa Clara, California 95056-0951 Telephone: (408) 988-8000 Fax: (408) 970-3950 IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales IC Sales Discrete Sales Net Income R&D Expenditures Capital Expenditures 1991 140 50 90 0 9 7 1992 155 43 112 5 8 13 1993 171 36 135 7 13 18 1994 197 34 163 11 16 25 1995 250 64 186 24 19 28 Employees 1,247 1,202 1,211 1,172 1,269 Company Overview and Strategy Founded in 1962, Siliconix designs, manufactures, and markets ICs and discrete components for switching, motor control, and power management in computers, automotive, instrumentation, and telecommunications applications. AEG Capital Corporation became a majority shareholder of the company in December 1990, increasing its ownership from 38.3 percent to 80.1 percent of the company's outstanding stock. In July 1992, Siliconix was joined with Telefunken Semiconductors, Matra MHS, and Dialog Semiconductor to form the semiconductor division of TEMIC, the microelectronics group of Daimler-Benz AG, a German automotive, electronics, and aerospace conglomerate. Automotive 4% Data Storage 11% Hi-Rel 9% Consumer 3% Instrumentation 14% Communications 18% Industrial 20% 1995 Sales by End-Use Market 1-284 Japan 13% Computer 21% North America 37% Asia Pacific 24% Europe 26% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION Siliconix North American Company Profiles Management Richard J. Kulle King Owyang Jürgen F. Biehn Michael Gingrass Rod Graham G. Thomas Simmons President and Chief Executive Officer Executive Vice President, Technology and Silicon Operations Vice President and Chief Financial Officer Vice President, Environmental and Plant Services Vice President, Worldwide Sales Vice President, Marketing Products and Processes Siliconix's power transistors and integrated circuits are mainly used for power management and motion control in computers, hard disk drives, automobiles, and communications systems. The company's analog switches, analog multiplexers, and low-power transistors are used to sense, switch, and route signals in video, multimedia, instrumentation, and test equipment in both industrial and hi-rel environments. In 1995, sales of power MOSFETs and power ICs accounted for about 70 percent of total sales. Analog Switch and Low-Power Discrete 30% Power MOSFET and Power IC 70% 1995 Sales by Product Type Siliconix provides products and technologies that directly answer the market's demand for smaller, more efficient, and more cost-effective components. The company's Lite Foot™ discrete power transistors are the industry's most compact solution for motion control in hard disk drives and for load management in portable computers. These miniaturized products can be mounted directly on the printed circuit board, and they are the first such power devices small enough to fit in a PCMCIA card. The company's Little Foot® line has been designed into telecom systems, automotive air bag triggers, and numerous other applications where spacesavings and efficiency are at a premium. Siliconix's power integrated circuits combine the functions of two or more discrete transistors on one chip. A family of high-frequency switchmode regulator and controller ICs designed for use with Lite Foot or Little Foot discretes offers the optimal level of integration for DC-to-DC conversion in battery-operated equipment, including laptop and notebook computers. For data storage customers the company offers highly integrated chips for voice coil and spindle motor control. Other IC products include power interface devices for computers equipped with dual battery packs or PCMCIA slots, power ICs for bus control in automobiles, and analog switches and multiplexers for use in signal switching and routing in electronic instruments and industrial equipment. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-285 Siliconix North American Company Profiles Siliconix utilizes CMOS, DMOS, BiCMOS, and BiC/DMOS (BCDMOS) technologies in the manufacture of its IC and discrete products. The company's power ICs are manufactured using its proprietary self-isolated BCDMOS technologies, which include the BCD15 process for producing power ICs operating from 2.5V to 15V and the BCD60 process for producing power ICs operating up to 60V. Semiconductor Fabrication Facilities Siliconix Incorporated 2201 Laurelwood Road Santa Clara, California 95056 Fab 2 Capacity (wafers/week): 2,000 Wafer sizes: 100mm Processes: CMOS, DMOS, BiCMOS, BCDMOS Products: Linear and power ICs, discretes Feature sizes: 3.0µm Siliconix Incorporated 2201 Laurelwood Road Santa Clara, California 95056 Fab 3 Capacity (wafers/week): 1,500 Wafer sizes: 150mm Processes: CMOS, DMOS, BiCMOS, BCDMOS Products: Power ICs and discretes Feature sizes: 0.8µm-1.5µm Siliconix also uses a foundry in Taiwan for the production of some of its cost-sensitive analog switch and lowpower discrete product lines. High-volume assembly and product testing is handled at the company's facilities in Kaohsiung, Taiwan, a joint venture in Shanghai, China, called Simconix, and at subcontractors in the Philippines, Italy, and India. A limited amount of assembly and product test is performed in Santa Clara. 1-286 INTEGRATED CIRCUIT ENGINEERING CORPORATION Simtek North American Company Profiles SIMTEK Simtek Corporation 1465 Kelly Johnson Boulevard Colorado Springs, Colorado 80920 Telephone: (719) 531-9444 Fax: (719) 531-9481 Web Site: www.csn.net/simtek Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1991 1 (6) 4 Employees 1992 0.5 (6) 3 1993 3 (6) 2 1994 1 (4) 2 1995 3 (2) 2 25 32 25 17 Company Overview and Strategy Simtek Corporation has designed, developed, and marketed nonvolatile semiconductor memory products since it commenced business operations in 1987. Its concentration has been on the design and development of fast nvSRAMs (nonvolatile SRAMs) and associated products and technologies. Simtek's products are aimed at avionics subsystems, portable computers and instruments, medical instrumentation, navigation aids, robotics, telecommunications systems, and other high performance applications. Pacific-Rim 17% Europe 30% North America 53% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-287 Simtek North American Company Profiles Management Sheldon A. Taylor Sheldon A. Taylor (acting) Jack Maxcy Albert S. Weiner President and Chief Executive Officer Chief Financial Officer Vice President, Production Vice President, Engineering Products and Processes Simtek's nvSRAM product family includes 4K, 16K, 64K, and 256K devices with access speeds ranging from 25ns to 45ns. The nvSRAMs utilize a unique patented memory cell technology called Novcel, which integrates fast SRAM and EEPROM elements in each cell. In late 1993, Simtek introduced its AutoStore™ nvSRAMs, which automatically detect power loss and transfer data from SRAM into EEPROM. Simtek uses an advanced implementation of silicon-nitride-oxide-semiconductor (SNOS) technology in the design of its products. The company's Novcel technology is compatible with basic CMOS technology, allowing nvSRAM memory cells to be incorporated with other system level semiconductor products. Currently, Simtek is migrating its process technology to a 0.8µm level from a 1.2µm level. Semiconductor Fabrication Facilities Simtek has a foundry agreement with Chartered Semiconductor Manufacturing (CSM) of Singapore for the manufacture of its wafers. Key Agreements • Simtek signed an agreement with Zentrum Mikroelektronik Dresden (ZMD) in mid-1994 to install its 1.2µm process in ZMD's fab in Germany and to jointly develop 0.8µm process technology. The agreement was later modified to bypass the installation of 1.2µm technology and instead install 0.8µm technology. ZMD also received a license to sell Simtek's 64K and 256K nvSRAMs built in the 0.8µm process. In 1995, the two companies expanded their relationship to include the joint development of additional nvSRAMs using the 0.8µm process. ZMD will finance the development in exchange for the right to convert its investment into additional shares in Simtek. If the option is taken, ZMD, who is already the largest shareholder of Simtek, will own approximately 25 percent. • Simtek entered into a manufacturing and development agreement with Chartered Semiconductor Manufacturing (CSM) in 1992 for 64K through 1M nvSRAMs. CSM will provide Simtek with wafers at least through 3Q97. • Simtek established an agreement in 1989 with GEC Plessey Semiconductors under which GEC Plessey has the right to incorporate Simtek's non-volatile memory technology into its ASICs. In 1990, the agreement was extended to grant GEC Plessey a worldwide license to manufacture and market Simtek's nvSRAM devices. 1-288 INTEGRATED CIRCUIT ENGINEERING CORPORATION Single Chip Systems North American Company Profiles SINGLE CHIP SYSTEMS Single Chip Systems Corporation (formerly Instant Circuit Holdings Inc.) 16885 West Bernardo Drive Suite 295 San Diego, California 92127 Telephone: (619) 485-9196 Fax: (619) 485-0561 Fabless IC Supplier Company Overview and Strategy Single Chip Systems (formerly Instant Circuit Holdings Inc.) was established in 1986 to design electrically programmable integrated circuits that employ patented antifuse technology. Specifically, Single Chip Systems is developing IC products for the field programmable gate array (FPGA) market. Since its inception, the company has developed products primarily through cross licensing agreements. This strategy has enabled Single Chip Systems to minimize its expenses in developing its products. The company has not yet sold ICs of its own, but has produced test wafers. Management Bruce B. Roesner, Ph.D. Gregory A. Bohdan President and Chief Executive Officer Vice President and Chief Financial Officer Products and Processes The company's first product is an FPGA (jointly developed with cross license) that offers a significant increase in operating and programming speed and improvements in chip size and manufacturing cost. Semiconductor Fabrication Facilities Single Chip Systems' products will be manufactured largely at the fabs of its cross licensees, but also at independent foundries. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-289 Sipex North American Company Profiles SIPEX Sipex Corporation 22 Linnell Circle Billerica, Massachusetts 01821 Telephone: (508) 667-8700 Fax: (508) 667-8310 IC Manufacturer Company Overview and Strategy Sipex Corporation was formed as a result of the merging of four companies: Hybrid Systems Corp., DataLinear Corp., Dielectric Semiconductor Inc., and Barvon Technology, Inc. The first two corporations merged in 1986, Dielectric Semiconductor joined in 1987, and Barvon Technology in 1988. The company serves the analog signal processing market. It produces interface, ASIC, low voltage, signal conditioning, signal conversion, and data acquisition system products using both hybrid and monolithic technology. Management Jim E. Donegan Frank R. Dipietro Sanford Cohen Neal Lambert Chairman and Chief Executive Officer Chief Financial Officer, and Senior Vice President Senior Vice President, Technology Senior Vice President, Manufacturing Products and Processes Sipex offers both standard and custom products. The standard products include interface (line driver/receivers), data conversion, and other linear products while the custom products include ASICs, full custom monolithics, and custom hybrids. The company also provides dielectrically isolated silicon substrates to a broad spectrum of semiconductor manufacturers. Sipex has foundry capabilities for producing 3.0µm to 5.0µm dielectrically isolated complementary bipolar and CMOS linear devices, and has foundry relationships for producing 1.2µm to 4.0µm BiCMOS linear devices. 1-290 INTEGRATED CIRCUIT ENGINEERING CORPORATION Sipex North American Company Profiles Semiconductor Fabrication Facilities Sipex Corporation 22 Linnell Circle Billerica, Massachusetts 01821 Telephone: (508) 667-8700 Capacity (wafers/week): 1,000 Wafer sizes: 100mm, 150mm Processes: CMOS, BiCMOS Products: Linear ICs, ASICs, interface ICs, data converters Feature sizes: 1.2µm-4.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION Sipex Corporation 491 Fairview Way Milpitas, California 95035 Telephone: (408) 945-9080 Capacity (wafers/week): 400 Wafer size: 100mm Processes: BiCMOS, Bipolar Products: Linear ICs, ASICs Feature sizes: 2.0µm-4.0µm 1-291 Space Electronics North American Company Profiles SPACE E LECTRONICS (SEI) Space Electronics, Inc. 4031 Sorrento Valley Boulevard San Diego, California 92121-1404 Telephone: (619) 452-4167 Fax: (619) 452-5499 Web Site: www.newspace.com/spaceelec Fabless IC Supplier Financial History ($M) Sales 1995 4 Company Overview and Strategy Space Electronics, Inc. (SEI) was established in 1992 as a spin-off of Science Applications International Corporation (SAIC) Microelectronics Technology Center. The focus of Space Electronics is to address the niche market of spacecraft microcircuits. Management Robert Czajkowski Paul Blevins David J. Strobel David Czajkowski Len Drogo Edward Li Chris Wentworth Chief Executive Officer Chief Financial Officer Chief Operating Officer Manager, Space Products Manager, Operations Manager, Sales and Marketing Manager, Production Products and Processes Space Electronics' products and services include Rad-Pak™ radiation-hardened microelectronic devices for the worldwide satellite industry in both defense and commercial applications, MicroMag™ non-cryogenic magnetic sensing devices based on a magneto-resistive sensor developed and patented by Kodak, and test lab services. 1-292 INTEGRATED CIRCUIT ENGINEERING CORPORATION Standard Microsystems North American Company Profiles STANDARD MICROSYSTEMS (SMC) Standard Microsystems Corporation Component Products Division 80 Arkay Drive Hauppauge, New York 11788-9725 Telephone: (516) 435-6000 Fax: (516) 271-6004 Web Site: www.smc.com IC Manufacturer Financial History ($M), Fiscal Year Ends February 28 Corporate Sales Net Income Semiconductor Sales 1992 1993 1994 1995 1996 133 1 251 16 323 20 379 24 342 12 35 25 57 117 150 Company Overview and Strategy Standard Microsystems Corporation (SMC) is comprised of two complementary business divisions: Component Products and System Products. The System Products Division designs, produces, and markets hardware and software products for the PC local area network (LAN) market. The Component Products Division develops, manufactures, and markets VLSI microperipheral circuits. Its products are sold chiefly in the PC market for input/output and network control applications, and in industrial and transportation markets for network control applications. SMC was strictly a chip manufacturer when it was founded in 1971. Then, in the early 1980's, the System Products Division was created and in 1991, Western Digital's LAN Products Division was acquired. The company's networking business grew to represent as much as 90 percent of total revenues (fiscal 1993). However, demand for the Component Products Division’s products has been very strong over the past couple of years, boosting its share of total revenues to 44 percent in fiscal 1996. To further its advancement into the chipset market, the Component Products Division announced the acquisition of EFAR Microsystems, Inc. (EFAR) in early 1996. Technologies obtained from the acquisition include the UltraCore™ PCI PC systems logic chipset for 64-bit microprocessors and the UltraCache™ PCI core logic chipset with integrated cache memory. The UltraCore was developed in cooperation with Mosys Inc. EFAR will operate as a separate business unit called the Personal Computer Systems Logic Business Unit within the Component Products Division of SMC. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-293 Standard Microsystems North American Company Profiles Management Standard Microsystems Corporation Paul Richman Chief Executive Officer Arthur Sidorsky Executive Vice President, Component Products Division Anthony M. D’Agostino Senior Vice President and Chief Financial Officer Walter J. Kmeta Senior Vice President, Wafer Fab Operations Lance Murrah Senior Vice President and General Manager, System Products Division Reginald R. Maton, Jr. Vice President and Chief Information Officer SMC’s Component Products Division John E. Burgess Vice President, Sales Douglas L. Finke Vice President, Marketing Lawrence H. Goldstein Vice President, Engineering Peter Ju Vice President, Personal Computer Systems Logic Business Unit Di Ma Vice President, Foundry Operations William A. Rotoli Vice President, Sales Products and Processes SMC's IC product offering includes the following: • Personal computer I/O devices that perform many of the basic input/output functions required in every PC, including floppy disk control, IDE hard disk interface, parallel port control, and serial port control. Included is a family of Super I/O devices that integrate all of the above functions on a single IC. The Super I/O family includes some other new products such as a single-chip PCI to IDE hard disk interface. • Highly integrated single-chip Ethernet products such as an IC that incorporates an encoder/decoder, 10Base-T transceiver, AT bus interface, and memory management unit (MMU) on a single chip. • ARCNET LAN devices for use in PCs and in industrial networking environments. • Foundry services for customers desiring wafer fabrication capacity for 1.6µm geometries and above or for specialized semiconductor processing requirements that require unique thin film expertise. Semiconductor Fabrication Facilities SMC utilizes a mix of internal and external wafer fabrication sources to manufacture its products. Its more mature products are produced at its fab in New York, while newer products, utilizing 1.0µm and 0.8µm technologies are produced by external wafer foundries in the U.S., Europe, and Asia. SMC’s core-logic products (acquired with EFAR) will initially be built by TSMC in Taiwan. In 1995, SMC made a $12 million investment in Lucent Technologies’ (formerly AT&T Microelectronics) Madrid fab and a $20 million investment in Chartered Semiconductor to enhance its external wafer supply (see Key Agreements). 1-294 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Standard Microsystems Standard Microsystems Corporation Component Products Division 35 Marcus Boulevard Hauppauge, New York 11788 Capacity (wafers/week): 1,500 Wafer size: 100mm Processes: CMOS, MOS Products: LAN ICs, disk controllers, discretes, foundry services Feature sizes: 1.6µm-3.0µm Key Agreements • In 1995, SMC made a $20 million investment in Singapore-based foundry Chartered Semiconductor Manufacturing (CSM) in return for guaranteed capacity from CSM's new 200mm wafer fab that came online in 2H95. • SMC struck a foundry deal with Lucent Technologies in 1994 under which SMC agreed to boost the capacity of Lucent's fab facility in Madrid, Spain, in return for a guaranteed portion of the fab output over a five-year period. The new equipment has the capability to produce devices with 0.9µm to 0.45µm feature sizes. SMC was supposed to receive its first wafers in 2Q96. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-295 Supertex North American Company Profiles SUPERTEX Supertex, Inc. 1350 Bordeaux Drive Sunnyvale, California 94089 Telephone: (408) 744-0100 Fax: (408) 734-5247 Web Site: www.supertex.com IC Manufacturer Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1992 26 3 4 1 1993 24 2 4 1 1994 26 3 4 1 1995 32 5 4 2 1996 43 7 6 n/a 270 240 235 265 300 Company Overview and Strategy Established in 1976, Supertex is a niche-oriented company that designs, develops, manufactures, and markets high voltage semiconductor products utilizing advanced DMOS and HVCMOS process technologies. Supertex merged CMOS and DMOS processes creating its proprietary HVCMOS® technology. The company originally conducted business as a foundry. However, starting in fiscal 1990, and through fiscal 1992, the company's foundry business was phased out as sales of proprietary products steadily increased. Supertex's proprietary products are sold to electronic equipment manufacturers in the computer, telecommunications, instrumentation, defense, medical, and consumer products industries. More specifically, Supertex's products are targeted for applications in ultrasound imaging and medical electronics, flat panel displays, non-impact printers and plotters, telecommunications, and high-reliability military and commercial aerospace systems. Europe and Far East 50% United States 50% 1995 Sales by Geographic Region 1-296 INTEGRATED CIRCUIT ENGINEERING CORPORATION Supertex North American Company Profiles Management Henry C. Pao, Ph.D. Richard E. Siegel Benedict C.K. Choy Michael V. Bond Edward MacKenna President and Chief Executive Officer Executive Vice President Senior Vice President, Technology Development and IC Products Vice President, DMOS Products Vice President, DMOS Process Engineering Products and Processes Supertex has developed advanced technologies using CMOS and DMOS (Double-diffused MOS) processes. It pioneered the merging of CMOS and DMOS processes into its proprietary HVCMOS® (high-voltage CMOS) technology. This process allows for the combination of the high speed and low power logic circuit of CMOS and the high voltage output drive of DMOS on the same chip, thus creating the high voltage IC, or HVIC. Supertex intends to maintain a leadership position in the HVIC segment of the semiconductor industry. Supertex's DMOS product line includes depletion-mode and low-threshold enhancement-mode transistors and arrays. Its CMOS products encompass a range of offerings from microprocessor supervisory ICs to encoder/decoder and smoke detector chips. There are three distinct categories of HVIC products available, digital products, analog products, and BiCMOS products. The digital product family includes driver/interface ICs for flat panel displays and non-impact printers and plotters. The analog product family includes high voltage analog switches and multiplexers, which are used in the medical ultrasound imaging industry, and pulse width modulators (PWMs). Lastly, the company's BiCMOS product family consists of DC/DC converters and power supply ICs. Semiconductor Fabrication Facilities Supertex, Inc. 1235 Bordeaux Drive Sunnyvale, California 94088-3607 Cleanroom size: 13,000 square feet Capacity (wafers/week): 1500 Wafer size: 100mm Processes: CMOS, DMOS, HVCMOS, BiCMOS Products: High-voltage ICs, discretes Feature size: 3.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-297 Supertex North American Company Profiles Key Agreements • Supertex made an agreement with Texas Instruments in 1991 that provided TI the rights to use Supertex's HVCMOS process technologies in return for license fees and royalties, as well as access to TI's foundry and assembly services. • Supertex has received funding from the U.S. Government's ARPA agency to research and develop dielectric-isolation (DI) technology. The goal of the project is to further raise the voltage and operating speed of ICs. 1-298 INTEGRATED CIRCUIT ENGINEERING CORPORATION Symbios Logic North American Company Profiles SYMBIOS LOGIC Symbios Logic Inc. (Formerly AT&T Global Information Solutions NCR Microelectronic Products Division) 2001 Danfield Court Fort Collins, Colorado 80525-2998 Telephone: (970) 226-9576 Fax: (970) 226-9626 Web Site: www.symbios.com IC Manufacturer Financial History ($M) Sales 1991 145 1992 228 Employees 1993 274 1994 354 1995 520 1,950 2,010 2,499 Company Overview and Strategy Symbios Logic was established in February 1995 when Hyundai completed the purchase of the NCR Microelectronic Products Division from AT&T Global Information Solutions Co., a wholly owned subsidiary of AT&T Corporation. NCR Microelectronic Products Division was originally established in 1972 and was acquired along with NCR Corporation by AT&T Corporation in 1991 (NCR Corporation was later named AT&T Global Information Solutions and then recently, back to NCR Corporation). Hyundai renamed the division Symbios Logic, Symbios being a derivative from the word symbiosis, meaning a mutually beneficial relationship. Symbios Logic, now a wholly owned, independently operated subsidiary of Hyundai Electronics America, manufactures semicustom ICs including cell-based ASICs and gate arrays, as well as a family of applicationspecific standard products (ASSPs). Its cell library includes extensive analog functions for cell-based mixedsignal ASICs and complex standard function macrocells (cores) for embedded SCSI, Ethernet, disk drive electronics, and serial communications. Symbios Logic is a leader in bus interface technology, offering highperformance application-specific SCSI (including an extensive family of PCI-SCSI I/O controllers), Ethernet parts, and RAID subsystems and controllers. In 4Q95, the company added a line of SCSI Host Adapter Boards and introduced a Fibre Channel Raid controller board. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-299 Symbios Logic North American Company Profiles Management H. Gene Patterson C.S. Chung Jeff Dumas Dan Ellsworth Glenn Gainley Tom Lagatta Al Lofthus Tim McCarthy Tony Walters President and Chief Executive Officer Vice President, Global Planning and Coordination, and Chief Financial Officer Vice President, General Counsel, and Secretary Vice President, Technology Vice President, Business Units Vice President, World Sales Vice President, Marketing Vice President, Manufacturing Director, Quality Products and Processes Symbios Logic is comprised of five business groups: Client/Server, OEM RAID, MetaStor, Drive Electronics, and ASIC Solutions. Listed below are the major products of each business group. Client/Server Products • Client and server I/O products including SCSI devices • Communications products including LAN communications devices • SCSI Host Adapter Boards OEM RAID • RAID-related products including RAID/disk array controller boards, I/O adapter boards, and OEM storage subsystems MetaStor • Storage related products including RAID/disk array subsystems and tape arrays Drive Electronics • Disk and tape drive electronic products and CD-ROM products ASIC Solutions • ASIC products include CMOS cell-based ASICs, both digital and mixed-signal, CMOS gate arrays, and complex core-related products 1-300 INTEGRATED CIRCUIT ENGINEERING CORPORATION Symbios Logic North American Company Profiles Semiconductor Fabrication Facilities Symbios Logic Inc. 2001 Danfield Court Fort Collins, Colorado 80525 Telephone: (970) 223-5100 Capacity (wafers/week): 4,300 Wafer size: 150mm Process: CMOS Products: ASICs, ASSPs, foundry services Feature sizes: 0.7µm-2.0µm Symbios Logic Inc. 1635 Aeroplaza Drive Colorado Springs, Colorado 80916 Telephone: (719) 596-5795 Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: ASICs, ASSPs Feature sizes: 0.5µm-2.0µm Symbios expects that approximately 20 percent of its products will be manufactured by Hyundai. Key Agreements • Symbios Logic Inc. announced an alliance with Hyundai Electronics Industries (HEI) and Compass Design Automation in the release of a new deep sub-micron 0.35µm five-layer metal CMOS technology. • In 1995, Symbios licensed Advanced RISC Machines Ltd.’s “Thumb” 32-bit RISC processor core for use in I/O channel controllers and other intelligent peripheral products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-301 Synergy Semiconductor North American Company Profiles SYNERGY S EMICONDUCTOR Synergy Semiconductor Corporation 3450 Central Expressway Santa Clara, California 95051 Telephone: (408) 730-1313 Fax: (408) 737-0831 Web Site: www.synergysemi.com IC Manufacturer Financial History ($M) Sales 1993 14 Employees 1994 19 1995 26 110 175 Company Overview and Strategy Founded in 1987, Synergy Semiconductor Corporation designs, develops, manufactures, and markets highperformance digital and mixed-signal integrated circuits using bipolar and BiCMOS processes. Synergy’s products include precision time-clock generators for computers and workstations, and communications circuits for local and wide area networks. Synergy’s products employ proprietary design and process technology, resulting in high-performance ICs. The company’s products are designed by an internal design team, and built in the company’s in-house wafer fabrication facility. Management Thomas D. Mino T. Olin Nichols George W. Brown Tom Lauer Larry J. Pollock Luke Smith E. Marshall Wilder Thomas S. Wong President and Chief Executive Officer Chief Financial Officer Vice President, New Business Development Vice President, Sales Vice President, Research and Development Vice President, Operations Vice President, Quality and Administration Vice President, Engineering Products and Processes Synergy supplies high-speed ICs to a range of systems vendors of public network equipment, such as multiplexers and digital access cross-connect systems (DACS); LAN and WAN private network equipment, such as adapter cards and hubs; high-performance workstations and superservers; and automatic test equipment (ATE). 1-302 INTEGRATED CIRCUIT ENGINEERING CORPORATION Synergy Semiconductor North American Company Profiles Synergy’s products encompass three families: the ECLinPS and Super300K family of ultra-high-speed ECL logic products, the ClockWorks family of clock generation and distributions devices, and the SuperCOM family of optical fiber transceivers, copper wire transceivers, and clock recovery devices. Synergy recently introduced a family of network and communication products for Fast Ethernet, FDDI, ATM, SONET, and SDH applications utilizing its proprietary bipolar ASSET™ (All Spacer Separated Element Transistor) technology. Semiconductor Fabrication Facilities Synergy Semiconductor 3450 Central Expressway Santa Clara, California 95051 Telephone: (408) 730-1313 Cleanroom size: 7,000 square feet Capacity (wafers/week): 500 Wafer size: 100mm Processes: Bipolar, BiCMOS Products: Transceivers, SRAMs, logic products, clock control circuits, FIFOs, translators Feature sizes: 1.2µm, 1.5µm (bipolar); 1.0µm (BiCMOS); submicron in development System Microelectronic Innovation GmbH (SMI) Wildbahn, Markendorf O-15203 Frankfurt (Oder), Germany Telephone: (49) 335-46-2200 Capacity (wafers/week): 2,400 (10,500 max.) Wafer size: 100mm Processes: Bipolar, BiCMOS Products: Logic, memory, and linear ICs, ASICs Feature sizes: ≥1.2µm (Joint venture between Synergy and the German government. Synergy holds a 49 percent stake.) Wafer probing and packaged product test capabilities are performed in-house. Key Agreements • In April 1995, Synergy entered into a technology license agreement with Linear Technology Corporation. Under the agreement, Synergy gave LTC the right to use the its bipolar ASSET technology to develop non-competitive products. • In March of 1993, Synergy entered into a agreement with the German government to form System Microelectronic Innovation (SMI). This is a joint venture which is currently 49 percent owned by Synergy and 51 percent owned by the German government. As part of this agreement, Synergy transferred its ASSET technology to SMI, enabling it to produce Synergy's family of ECL SRAMs, logic, clock control circuits, translators, and semicustom products and market them throughout Europe. • Synergy entered into a comprehensive strategic alliance with Toshiba Corporation in November 1990. The alliance covers foundry, joint R&D and manufacturing, technology licensing, and an equity investment in Synergy by Toshiba. Under terms of the manufacturing agreement, Toshiba is providing Synergy with the use of a high-volume (150mm, submicron) IC fabrication line, which is running Synergy's high-performance ASSET and BiCMOS technologies. This fab allows Synergy to produce its current SRAM and logic products, as well as future products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-303 TelCom Semiconductor North American Company Profiles T EL COM SEMICONDUCTOR TelCom Semiconductor, Inc. 1300 Terra Bella Avenue P.O. Box 7267 Mountain View, California 94039-7267 Telephone: (415) 968-9241 Fax: (415) 967-1590 IC Manufacturer Financial History ($M) Sales Employees 1994 25 1995 39 125 236 Company Overview and Strategy TelCom Semiconductor emerged in December 1993 as a result of a management-led buy-out of Teledyne Industries' Teledyne Components division. The operation's history stretches back to 1960 when Teledyne Industries began Amelco Semiconductor, one of Silicon Valley's first semiconductor firms. In 1970, Amelco merged with Continental Devices to form Teledyne Semiconductor. That company was then combined with three other Teledyne divisions – Philbrick, Crystalonics, and TAC – in 1990 to form Teledyne Components. Prior to the formation of TelCom, Teledyne Components' management shut down parts of the company – Philbrick and TAC – and sold the Crystalonics line. Today, TelCom Semiconductor is building on Teledyne's strengths in analog and mixed-signal technology to develop standard ICs for high-volume consumer and commercial markets. TelCom's future growth strategy centers on the acquisition of mixed-signal technologies addressing the portable computing, communications, and instrumentation markets. The company has also said it will target energy management products. Management Phillip M. Drayer Edward D. Mitchell Raphael M. O'Malley Gary P. Pinelli Ali Tasdighi Allan I. Resnick 1-304 President and Chief Executive Officer Vice President, Quality Management Vice President, Finance Vice President, Sales and Marketing Vice President, New Product Development Manager, Operations INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles TelCom Semiconductor Products and Processes TelCom's main products are divided into three areas of focus: • Mixed-signal ICs: references. includes display and system A/D converters, V/F and F/V converters, and voltage • Power management ICs: includes drivers, PWM controllers, DC/DC converters, switching regulators, voltage detectors, microprocessor supervisor circuits, and change pumps. • Smart sensors: includes solid-state thermal management and battery management control ICs. Semiconductor Fabrication Facilities TelCom Semiconductor, Inc. 1300 Terra Bella Avenue Mountain View, California 94039 Cleanroom size: 12,000 square feet Capacity (wafers/week): 2,000 Wafer sizes: 100mm, 125mm Processes: Silicon- and metal-gate CMOS, BiCMOS, CMOS/DMOS, DMOS, bipolar Feature size: 3.0µm Key Agreements • TelCom announced a foundry agreement with IC Works (San Jose, CA). Under the agreement, TelCom will invest $10 million in equipment and the expansion of IC Works submicron wafer fabrication facility, in return for wafer capacity. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-305 Texas Instruments North American Company Profiles T EXAS I NSTRUMENTS (TI) Texas Instruments Incorporated Semiconductor Group P.O. Box 655303 Dallas, Texas 75265 Telephone: (214) 995-2011 Fax: (214) 997-5250 Web Site: www.ti.com/sc IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 1991 1992 1993 1994 1995 Corporate Sales Net Income 6,784 (409) 7,440 247 8,523 472 10,315 691 13,128 1,088 Semiconductor Sales IC Sales Discrete Sales Capital Expenditures 2,635 2,550 85 380 3,080 3,000 80 315 4,100 4,040 60 525 5,550 5,500 50 860 7,900 7,850 50 1,180 Company Overview and Strategy Texas Instruments (TI) is one of the leading high-technology companies in the U.S. and one of the top ten semiconductor manufacturers in the world. It was founded in 1930 as Geophysical Service to provide geophysical exploration services to the petroleum industry using reflection seismographs. In 1946, the company formally added electronic systems manufacturing to its operations, and in 1951, adopted its current name. TI's products include integrated circuits and discrete devices, defense electronics systems, software productivity tools, printers, mobile computing products, printers, electronic calculators, and metallurgical materials. Its printed circuit board contract manufacturing operation was sold to Solectron Corp. in early 1996. 1-306 INTEGRATED CIRCUIT ENGINEERING CORPORATION Texas Instruments North American Company Profiles Other 1% Metallurgical Materials 1% Defense Systems 13% Europe 17% Digital Products 14% Components 72% 1995 Sales by Business Segment East Asia 31% United States 51% 1995 Sales by Geographic Region Texas Instruments’ business is based principally on its broad semiconductor technology and application of that technology to selected electronic end equipment markets. The company’s participation in semiconductors dates back to the emergence of the industry in the early 1950’s. It began the research and development of semiconductor devices in 1952. Two years later, the company commercialized the transistor and in 1958, invented the integrated circuit. Although the company is the leading U.S. merchant producer of DRAMs, much of its semiconductor emphasis is focused on differentiated products like digital signal processors (DSPs), microcomponents, and mixed-signal interface devices. TI is the world’s leading supplier of DSPs, and has a strong position in the mixed-signal device market. The company's bipolar business, meanwhile, is shifting to advanced system logic, with new differentiated products for emerging markets in computers, consumer electronics, and telecommunications. The majority (about 75 percent) of the DRAMs TI sells are sourced from the joint venture companies in which it holds a majority interest, including TI-Acer in Taiwan, KTI Semiconductor in Japan, and TECH Semiconductor in Singapore. In addition to expansions of the TI-Acer, KTI, and TECH fabs, TI is involved in the construction of two other jointly owned DRAM fabs: TwinStar Semiconductor Incorporated, a fab being built in Texas in partnership with Hitachi; and Alpha-TI Semiconductor, a fab being built near Bangkok, Thailand, in partnership with Alphatec Electronics. Management Tomas J. Engibous Richard J. Agnich William A. Aylesworth Marvin M. Lane, Jr. Jeff McCreary Executive Vice President and President, Semiconductor Group Senior Vice President, Secretary, and General Counsel Senior Vice President, Treasurer, and Chief Financial Officer Vice President and Corporate Controller Vice President, Americas Sales and Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-307 Texas Instruments North American Company Profiles Products and Processes TI's principal semiconductor products include DSPs, CISC and RISC microprocessors and controllers, graphics ICs, networking chips, ASICs, memory ICs, and mixed-signal devices. Details concerning these products are provided below. Processors • Digital Signal Processors—TI offers a variety of DSP chips, including several generations of dedicated and programmable 16-bit fixed-point and 32-bit floating-point DSPs; customizable and applicationspecific DSPs; and its Multimedia Video Processor (MVP), a DSP that integrates up to four 32-bit advanced DSPs and a 32-bit RISC master processor on a single-chip and delivers up to 2 BOPS (billion operations per second). • Microprocessors—The TI486 family of Windows-compatible 486-class microprocessors includes DX4, DX2, and SXLC2 versions with clock speeds of up to 100MHz. In early 1996, TI announced that its 100MHz 486 would be the final microprocessor the company introduces that utilizes the core technology obtained from Cyrix. TI is now focused on bringing a proprietary 686-level family to the marketplace, although no introduction date has been released. • Microcontrollers—TI offers an expanding family of ROM, one-time programmable, and UV-erasable 8bit microcontrollers for applications in automotive, communications, computer, consumer electronics, and industrial equipment. The company’s next-generation 8-bit and 16-bit MCUs will offer higher integration levels by utilizing TI’s Prism process for reconfigurable MCU libraries. • LAN Products—This group of products includes both communications processors and physical layer interface devices. Mixed-Signal and Analog Devices • TI offers a wide range of mixed-signal and standard analog semiconductor products, including power supply products, amplifiers, comparators, data converters, RAMDACs, telecommunications ICs, power ICs, sensor signal processors, hard disk drive ICs, speech processors, digital tapeless answering devices (DTADs), and CCDs. Several of these products are available in low-voltage (3V) versions. Advanced System Logic Devices • This family of products includes a full spectrum of devices in a variety of process technologies, including CMOS, bipolar, and BiCMOS. TI has second-source agreements with Philips Semiconductors and Hitachi for Advanced BiCMOS Technology (ABT) logic devices as well as for lowvoltage logic chips. 1-308 INTEGRATED CIRCUIT ENGINEERING CORPORATION Texas Instruments North American Company Profiles Memory ICs • TI’s expanding line of memory ICs includes a broad family of DRAMs (4M, 16M, and 64M), 16M synchronous DRAMs (SDRAMs), 4M VRAMs, EPROMs, flash memories (512K to 4M), and FIFOs. TI announced in 3Q95 that it would reduce the production of its EPROMs by as much as 50 percent in order to provide more capacity for the manufacture of DSPs. The company said it would continue to support selected EPROM customers, primarily those in the telecommunications and automotive markets, and those markets that use TI DSP products. TI plans to transition its focus from EPROM to flash memory technology. ASICs • TI was the second largest North American ASIC vendor in 1995. Its application-specific IC products include high-speed bipolar and CMOS PLDs and CMOS and BiCMOS gate arrays, embedded arrays, and standard cells. The company’s most advanced ASICs are manufactured with a four-level-metal 0.35µm CMOS process, enabling designs of up to 1.7 million gates. In April 1995, Texas Instruments sold its antifuse FPGA business to Actel Corporation. TI had been a licensed second source of Actel's FPGAs since 1988. MOS MEMORY ✔ DRAM SRAM ✔ ✔ Flash Memory EPROM ROM EEPROM ✔ Other (Including Non-Volatile RAM) ANALOG ✔ ✔ ✔ ✔ ✔ ✔ ✔ MOS LOGIC ✔ ✔ ✔ ✔ ✔ General Purpose Logic Gate Array Standard Cell Field Programmable Logic Amplifier Interface Consumer/Automotive Voltage Regulator/Reference Data Conversion Comparator Other (Includes Telecom) DIGITAL BIPOLAR ✔ ✔ ✔ ✔ Other Special Purpose Logic Bipolar Memory General Purpose Logic Gate Array/Standard Cell Field Programmable Logic Other Special Purpose Logic ✔ MPU/MCU/MPR MOS MICROCOMPONENT ✔ ✔ ✔ ✔ MPU OTHER MCU MPR DSP INTEGRATED CIRCUIT ENGINEERING CORPORATION Full Custom IC ✔ ✔ Discrete Optoelectronic 1-309 Texas Instruments North American Company Profiles Semiconductor Fabrication Facilities Texas Instruments has several major wafer fab projects underway. At the company’s main campus in Dallas, Texas, $2 billion is being spent to put up a new DSP production facility (DMOS-6) and an R&D development fab (R&D-1). The $1.6 billion DMOS-6 fab (to begin production by the end of 1997) is being built to accommodate a production capacity of 7,500 200mm wafers per week. Initially, capacity will be 2,500 wafers per week. Additional equipment will be installed in phases depending on market conditions. The R&D-1 facility will be used for work on 0.18µm and 0.12µm device generations and eventually for the company’s development of 300mm wafer technology. As mentioned earlier, a great deal of fab activity is taking place at each of TI’s joint venture companies. TIAcer recently broke ground on its second fab that is scheduled to begin production of 16M DRAMs in early 1997, and 64M DRAMs later. KTI is completing an expansion of its fab that will double the facility’s wafer capacity for the manufacture of 64M DRAMs starting in 1997. TECH Semiconductor is building its second wafer fab, which will have a capacity of 10,000 200mm wafers per week and is expected to be ready in 1998. Texas Instruments-1 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 60,000 square feet (Class 1) Capacity (wafers/week): 5,375 Wafer sizes: 100mm, 150mm Processes: Bipolar, MOS, GaAs Products: Analog and memory ICs, discretes Feature size: 0.8µm Texas Instruments-2 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 20,000 square feet (Class 1) Capacity (wafers/week): 4,300 Wafer size: 100mm Process: MOS Products: Logic and analog ICs, ASICs Feature size: 0.8µm Texas Instruments-3 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 30,000 square feet (Class 1) Capacity (wafers/week): 4,300 Wafer size: 150mm Processes: Bipolar, CMOS Products: Analog ICs Feature sizes: 1.0µm-3.0µm Texas Instruments-DMOS 4 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 50,000 square feet (Class 1) Capacity (wafers/week): 21,000 Wafer size: 150mm Process: CMOS Products: DRAMs, EPROMs, logic ICs Feature sizes: 0.5µm-0.8µm 1-310 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Texas Instruments Texas Instruments-5 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 17,000 square feet (Class 1) Capacity (wafers/week): 1,000 Wafer size: 3in Process: GaAs Products: Analog and digital ICs Feature size: 0.5µm Texas Instruments-DMOS 5 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 35,000 square feet (Class 1) Wafer size: 200mm Process: CMOS Products: DSPs, MPUs Feature sizes: 0.35µm-0.5µm Texas Instruments-DMOS 6 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 118,000 square feet Capacity (wafers/week): 7,500 Wafer size: 200mm Process: CMOS Products: DSPs Feature sizes: 0.25µm, 0.35µm (Scheduled to begin operations in late 1997) Texas Instruments-R&D-1 13500 North Central Expressway Dallas, Texas 75243 Telephone: (214) 995-2001 Cleanroom size: 51,000 square feet Wafer size: 200mm Process: CMOS Products: R&D Feature size: 0.12µm-0.25µm (Scheduled to begin operations in late 1997) Texas Instruments 2301 North University Lubbock, Texas 79415 Telephone: (806) 741-2000 Cleanroom size: 45,000 square feet Capacity (wafers/week): 8,600 Wafer size: 125mm Processes: CMOS, NMOS Products: EPROMs, ASICs Feature sizes: 0.8µm-2.0µm Texas Instruments Highway 75 South Sherman, Texas 70590 Telephone: (214) 868-5980 Cleanroom size: 50,000 square feet (Class 1) Capacity (wafers/week): 10,000 Wafer sizes: 125mm Process: Bipolar Products: Logic ICs, MPRs Feature size: 2.0µm Texas Instruments 32201 Southwest Freeway Stafford, Texas 77477 Telephone: (713) 274-2000 Cleanroom size: 27,000 square feet Capacity (wafers/week): 8,600 Wafer size: 125mm Processes: Bipolar, NMOS, CMOS Products: Logic and analog ICs, ASICs Feature sizes: 0.8µm-2.0µm Texas Instruments Japan Ltd. 18-36, Minami 3-chome Hatagoya-shi, Saitama Prefecture 334 Japan Telephone: (81) (48) 282-2211 Capacity (wafers/week): 4,000 Wafer size: 125mm Processes: CMOS, NMOS Products: Logic ICs, ASICs Feature size: 1.0µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-311 Texas Instruments North American Company Profiles Texas Instruments Japan Ltd. 2355 Kihara Miho-Mura Inashiki-gun, Ibaraki Prefecture Miho 300-04, Japan Telephone: (81) (29) 885-3311 Capacity (wafers/week): 12,000 Wafer sizes: 125mm, 150mm Processes: CMOS, MOS Products: ASICs, ASSPs, MCUs, MPUs, DSPs, DRAMs Feature sizes: 0.35µm-1.0µm Texas Instruments Japan Ltd. 4260 Aza-Takao Oaza-Kawasaki Hiji-Machi, Hayami-gun Oita Prefecture 979-15, Japan Telephone: (81) (97) 772-111 Capacity (wafers/week): 4,500 Wafer sizes: 125mm, 150mm Processes: CMOS, BiCMOS, bipolar Products: Logic and analog ICs, DRAMs Feature sizes: 0.5µm-1.0µm Texas Instruments Italia S.p.A. Via Antonio Pacinotti 5/7 Nucleo Industriale I-67051 Avezzano, Italy Telephone: (39) 863-4321 Cleanroom size: 45,000 square feet Capacity (wafers/week): 12,000 Wafer sizes: 150mm, 200mm Process: CMOS Products: DRAMs Feature sizes: 0.5µm-0.8µm Texas Instruments Deutschland GmbH Haggertystrasse 1 Freising, Germany Telephone: (49) 816-1801 Capacity (wafers/week): 7,500 Wafer size: 150mm Processes: CMOS, BiCMOS Products: Logic and analog ICs, ASSPs Feature sizes: 0.6µm-0.8µm Texas Instruments Japan Ltd. 6-12, Kita Aoyama 3-chome Minato-ku, Tokyo 107, Japan Telephone: (81) (3) 3498-2111 Processes: CMOS, BiCMOS Products: Logic ICs, EPROMs KTI Semiconductor Ltd. 189-1 Hirano-cho Nishiwaki City Hyogo Prefecture 677, Japan Cleanroom size: 48,400 square feet Capacity (wafers/week): 2,750 (6,250 in 1997) Wafer size: 200mm Process: CMOS Products: Logic ICs, DRAMs Feature sizes: 0.5µm-0.8µm (Joint venture with Kobe Steel) 1-312 TI-Acer Incorporated 4F, Industry East 9th Road Science-Based Industrial Park Hsinchu, Taiwan Telephone: (886) (35) 785112 Fax: (886) (35) 782038 Cleanroom size: 97,000 square feet Capacity (wafers/week): 11,250 Wafer sizes: 150mm, 200mm Process: CMOS Products: DRAMs Feature sizes: 0.55µm-0.8µm INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles TECH Semiconductor Singapore Pte Ltd. P.O. Box 2093, SE 9040 990 Bendemeer Road Singapore 1233 Telephone: (65) 298-1122 Cleanroom size: 40,000 square feet Capacity (wafers/week): 1,750 Wafer size: 200mm Process: CMOS Products: DRAMs Feature size: 0.5µm (Joint venture with the Economic Development Board of Singapore, Canon, and HP.) Texas Instruments TwinStar Semiconductor Incorporated Richardson, Texas Cleanroom size: 48,000 square feet Wafer size: 200mm Process: CMOS Products: DRAMs Feature size: 0.35µm (Joint venture with Hitachi. Scheduled to start production in mid-1996. See Key Agreements.) Alpha-TI Semiconductor Co. Ltd. Alphatechnopolis Industrial Park Chachoengsao, Thailand Capacity (wafers/week): 5,000 Wafer size: 200mm Process: CMOS Products: DRAMs Feature size: 0.4µm, 0.5µm (Joint venture with Alphatec Electronics. Scheduled to start production in 2Q97. See Key Agreements.) Key Agreements • Fujitsu renewed its semiconductor patent cross-licensing agreement with TI that expired the end of 1995 by signing a 10-year deal that extends through 2005. • TI is collaborating with IMEC of Leuven, Belgium, on the research of advanced lithography processes to achieve 0.18µm capabilities for manufacturing 1-gigabit-class semiconductors. • Texas Instruments and Ericsson have a long-standing alliance in which TI has provided the Swedish company with its leading edge process technologies for wireless communications. • Hitachi joined with Texas Instruments for 16M, 64M, and 256M DRAM development and production. The partners are building a joint 16M and 64M DRAM manufacturing facility in Texas. The $500 million factory, called TwinStar Semiconductor Inc., will begin producing 16M DRAMs in July 1996 and 64M parts in 1997. The output will be shared equally between Hitachi and TI. The two companies also have a separate alternate source agreement for low-voltage logic devices. • TI, Philips, and Hitachi formed a pact in 1993 covering joint development and alternate sourcing of FutureBus and BiCMOS logic IC products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-313 Texas Instruments North American Company Profiles • C-Cube Microsystems and TI made an agreement to codevelop video and audio compression ICs. • IDT is serving as a second source for a series of TI logic devices and FIFOs. • TI has a license agreement with Sony for the Japanese company's 16-bit MCUs and ASICs based on the 16-bit core. • Sun Microsystems and TI are jointly developing asynchronous transfer mode (ATM) network chipsets. TI and Sun are also jointly developing the next-generation Sparc microprocessor, the 64-bit UltraSparc-I. • TI has a joint venture with MEMC Electronic Materials, Inc., called MEMC Southwest Inc. (Sherman, Texas), for the manufacture of raw silicon wafers. 1-314 INTEGRATED CIRCUIT ENGINEERING CORPORATION TLSI North American Company Profiles TLSI TLSI, Incorporated 815 Broadhollow Road Farmingdale, New York 11735 Telephone: (516) 755-7005 Fax: (516) 755-7626 Fabless IC Supplier Company Overview and Strategy TLSI designs and markets analog, digital, and mixed-signal ICs for the automotive, telecommunications, industrial process control, security, home appliance, and military/aerospace markets. TLSI was formed as a division of Telephonics Corp. in 1977 to provide Telephonics with ICs needed for its military and commercial airline communication systems. Today, TLSI remains a wholly owned subsidiary of Telephonics and provides ICs to the general marketplace. Management Mort Pullman R. Hartig Jerry Powder President Vice President, Business Management Director, Sales Products and Processes TLSI offers a wide range of solutions in the area of full custom MOS, cell-based, and gate array configurations. Broken down into categories, these alternatives include the following: Full Custom: Includes transistor-level designs. Standard Cell Library: Characterized functions with auto place-and-route using standard height and variable width cells. Standard Cell Library with Custom Interconnect: Characterized functions with Calma operator place-and-route using standard height and variable width cells. Minimum Area Cell Libraries with Custom Interconnect: Custom interconnect with minimum sized cells to reduce die area and development time/cost for highervolume requirements where a full custom configuration may not be required. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-315 TLSI North American Company Profiles Analog and Digital Functions Combined on the Same Chip: Maximizes system integration and minimizes printed circuit board area. Processes: Includes 1.5µm to 3µm CMOS, 1.5µm BiCMOS, and bipolar selected to best fit the customer's specific application. 1-316 INTEGRATED CIRCUIT ENGINEERING CORPORATION TranSwitch North American Company Profiles T RAN SWITCH TranSwitch Corporation 8 Progress Drive Shelton, Connecticut 06484 Telephone: (203) 929-8810 Fax: (203) 926-9453 Web Site: www.transwitch.com Fabless IC Supplier Employees 90 Company Overview and Strategy TranSwitch Corporation designs, develops, and markets highly integrated digital and mixed-signal semiconductor products for broadband telecommunications and data communications applications. The company’s product line includes very large scale integration (VLSI) devices that serve four markets: worldwide public telephone networks, local area networks (LAN), wide area networks (WAN), and cable television (CATV) systems. Management Santanu Das, Ph.D. Michael F. Stauff William G. Bartholomay Frank Middleton Robert G. Pico Philip C. Richards Kandaswamy Thangamuthu Daniel C. Upp Jitender K. Vij President and Chief Executive Officer Senior Vice President, Chief Financial Officer Vice President, Engineering Vice President, PLM Transmission Products Vice President, Sales Vice President, Marketing Vice President, Operations Vice President, Technology Development Vice President, Systems Engineering Products and Processes TranSwitch’s IC devices include asynchronous (PDH), synchronous (SONET/SDH), and asynchronous transfer mode (ATM) communications circuits. The asynchronous products include line interface, multiplexer/demultiplexer, framer, and data communications devices. The synchronous product line includes line termination, overhead processor, mapper, and multiplexer/demultiplexer devices. The ATM products include physical layer, ATM layer, and ATM adaptation layer devices that implement a variety of public and private switching and multiplexing products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-317 Trident Microsystems North American Company Profiles T RIDENT MICROSYSTEMS Trident Microsystems, Inc. 189 North Bernardo Avenue Mountain View, California 94043-5203 Telephone: (415) 691-9211 Fax: (415) 691-9260 Fabless IC Supplier Financial History ($M), Fiscal Year Ends June 30 Sales Net Income R&D Expenditures 1991 28 3 2 Employees 1992 67 12 6 1993 78 10 7 1994 69 1 10 1995 107 8 13 115 130 150 268 Company Overview and Strategy Founded in 1987, Trident Microsystems develops and markets very large scale integrated circuits for the mainstream PC and multimedia markets. Trident's products address three market segments: PC graphics, video technologies, and 3D acceleration and multimedia solutions. These are central to the personal computer industry’s expansion into the small office and home office market where direct display to TVs, flat-panels, and monitors are required. Trident’s multimedia accelerators drive a mix of graphic and full-motion video data types that include MPEG, off-theair broadcast, live video, and teleconferenced images. The company’s complete line of 32-bit and 64-bit integrated circuits, video accelerators, and multimedia video processing chips provide cost-effective easy-to-use graphics solutions based on advanced technology. Trident was among the first to deliver chips for the new Unified Memory Architecture (UMA), which reduces system memory costs by efficiently using existing PC memory for the graphics frame buffer. Additionally, several of Trident’s GUI and video acceleration products include the company’s proprietary TrueVideo algorithm, the first technology to deliver horizontal/vertical interpolation and diagonal edge recovery for clearer, sharper full-motion images. 1-318 INTEGRATED CIRCUIT ENGINEERING CORPORATION Trident Microsystems North American Company Profiles Management Frank C. Lin Jung-Herng Chang, Ph.D. Tung-Liang Chang, Ph.D. Peter Jen James T. Lindstrom Amir Mashkoori Richard Silverman Lawren Farber President and Chief Executive Officer Chief Technical Officer Vice President, ASIC Technology Vice President, Sales Vice President, Finance and Chief Financial Officer Vice President, Operations Vice President, Marketing Director, Marketing Communications Products and Processes Trident designs its products using 1.0µm, 0.8µm, and 0.6µm CMOS process technologies. The company's product line includes: 3D and MPEG ICs, advanced mixed-signal GUI accelerators, high-performance SVGA controllers, multimedia video processing devices, and LCD/CRT controllers. Semiconductor Fabrication Facilities Trident currently has foundry agreements with Toshiba and Matsushita in Japan; TSMC, UMC, Winbond, and HMC in Taiwan; and Samsung in Korea. Key Agreements • In May 1996, Trident and Samsung announced a long-term partnership. Samsung will provide manufacturing capacity to Trident in exchange for mixed-signal ASIC designs from Trident. • In August 1995, Trident entered into a joint venture agreement with UMC. Under the agreement, Trident will invest $60 million over the next three years for a 10 percent equity interest in a new 0.5µm 200mm fab facility UMC is building in Taiwan. Construction is scheduled to be completed in the first half of 1997. • In June 1995, Trident expanded its relationship with TSMC by signing a five-year foundry agreement. Under the agreement, Trident will purchase a certain number of wafers each year from TSMC through 1999. • In October 1994, Trident signed a technology agreement with C-Cube Microsystems, Inc. for the transfer of C-Cube’s MPEG core technology to Trident. Trident integrated C-Cube's MPEG-1 video decoder technology in its own graphics accelerator products and introduced an MPEG-1 decoder in 3Q95. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-319 TriQuint Semiconductor North American Company Profiles T RIQUINT S EMICONDUCTOR TriQuint Semiconductor, Inc. 3625A Southwest Murray Boulevard Beaverton, Oregon 97005 Telephone: (503) 644-3535 Fax: (503) 644-3198 Web Site: www.triquint.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 24 (5) 6 1 1992 29 1 7 1 1993 33 1 9 4 1994 30 (10) 10 4 1995 46 3 9 9 180 190 195 222 285 Company Overview and Strategy TriQuint Semiconductor designs, develops, manufactures, and markets a broad range of high-performance analog and mixed-signal gallium-arsenide (GaAs) ICs for the wireless communications, telecommunications, and computing markets. TriQuint's mission is to commercialize GaAs ICs for communications and computing. The company’s continued focus is on achieving new designs and introducing new products in all three market areas. Computing 14% Telecommunications 33% Wireless Communications 53% 1995 Sales by End-Use Market International 32% United States 68% 1995 Sales by Geographic Region TriQuint's origin can be traced back to 1978, when researchers at Tektronix Laboratories began investigating GaAs IC technology. Established as a majority-owned subsidiary in 1985, TriQuint Semiconductor was charged with developing application-specific integrated circuits (ASICs) for high-performance microwave, linear, and digital systems. 1-320 INTEGRATED CIRCUIT ENGINEERING CORPORATION TriQuint Semiconductor North American Company Profiles TriQuint became independent from Tektronix in 1991 when it completed a successful merger with GigaBit Logic and Gazelle Microcircuits to form a new privately-held TriQuint. In 1993, TriQuint became a public company. Management Steven J. Sharp Edward C.V. Winn Gordon Cumming, Ph.D. Bruce R. Fournier Joseph I. Martin Donald Mohn Philip B. Snow Richard Wood President and Chief Executive Officer Executive Vice President and Chief Operating Officer Vice President, Technology Vice President, Sales Vice President, Finance and Administration, and Chief Financial Officer Vice President and General Manager, Telecommunications and Computing Vice President, Wireless Communications Vice President, Operations Products and Processes TriQuint Semiconductor's standard and customer-specific products are structured into three end-market groups: wireless communications, telecommunications, and computing. Wireless Communications—Standard products for this market are used as building blocks for multipurpose applications in radio frequency (RF) and microwave systems. These systems include personal communications networks, cellular telephones, satellite communications and navigation equipment, and wireless computer networks. In October 1995, TriQuint announced the first in a family of high-power RF amplifier ICs for the burgeoning voice and data wireless communications market. Telecommunications—Most the company's telecommunications ICs are customer-specific, but its does offer some standard products, such as SONET and SDH multiplexers/demultiplexers and transceivers, ATM framers, and high-performance crosspoint switches. Computing—Standard products for this market are concentrated on solving system timing and data communications performance bottlenecks in high-performance PCs, workstations, servers, and storage systems. The company utilizes its proprietary GaAs technology for the production of its ICs. Its GaAs process features 0.5µm to 0.7µm geometries, 4.0µm metal pitch, and a cutoff frequency of up to 21GHz. TriQuint’s services include GaAs IC design, wafer fabrication, test engineering, package engineering, assembly, and test services. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-321 TriQuint Semiconductor North American Company Profiles Semiconductor Fabrication Facilities TriQuint Semiconductor, Inc. 3625A Southwest Murray Boulevard Beaverton, Oregon 97005 Cleanroom size: 15,000 square feet (Class 10) Capacity (wafers/week): 1,000 Wafer size: 100mm Process: GaAs Products: ASICs, standard components, foundry services Feature sizes: 0.5µm-0.7µm In 1995, TriQuint announced its plans to build a GaAs semiconductor manufacturing facility and office complex in Hillsboro, Oregon, to provide additional production capacity. The new 165,000 square-foot site will house all of the company’s manufacturing, engineering, marketing, and administrative functions currently located in Beaverton, Oregon, with 45,000 square-feet used for the manufacturing facility. Construction is scheduled to begin in 1996, with completion scheduled for the middle of 1997 Key Agreements • In April 1996, TriQuint and Philips announced a wafer sourcing agreement. Under the pact, Philips will develop GaAs ICs for TriQuint to produce according to Philips’ specifications. Assembly and test will be done by Philips at a facility in Limeil, France. • In August 1993, TriQuint and AT&T Microelectronics (now Lucent Technologies) announced a set of agreements involving the development, manufacture, and marketing of GaAs ICs for high-performance wireless and telecommunications systems. As part of the deal, Lucent discontinued its production of GaAs wafers and is instead relying on TriQuint for the manufacture of its GaAs wafers. Lucent also became a minority stockholder in TriQuint. Lucent increased its stake in TriQuint to 8.2 percent in early 1995. 1-322 INTEGRATED CIRCUIT ENGINEERING CORPORATION Tseng Labs North American Company Profiles T SENG LABS Tseng Labs, Inc. 6 Terry Drive Newtown, Pennsylvania 18940 Telephone: (215) 968-0502 Fax: (215) 860-7713 Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1991 61 10 1 1992 75 14 1 1993 76 11 1 1994 81 9 2 1995 39 1 3 50 95 Employees Company Overview and Strategy Tseng Labs has designed and supplied integrated circuits and board-level enhancement products for graphics and video applications since 1983, its founding year. The company's graphics and multimedia accelerator products work in conjunction with a PC’s CPU to enhance its overall performance. U.S. 41% International 59% 1995 Sales by Geographic Region Management Jack Tseng David Kwok Ping Hui John Vigna James E. Bauer Mark H. Karsch Russell Bower President and Chief Executive Officer Executive Vice President Executive Vice President and Chief Operating Officer Senior Vice President, Sales and Marketing Senior Vice President, Finance and Administration, and Chief Financial Officer Vice President, Manufacturing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-323 Tseng Labs Raymond Chang Barbara J. Hawkins Richard K. McDowell Mark Dorfman Christopher Sutphin North American Company Profiles Vice President, Engineering and Product Development Vice President and Chief Administrative Officer Vice President, Production and Operations Director Director Products and Processes The first product in the company's line of graphics accelerators, the ET4000/W32, was introduced late in 1992 and became one of the industry's more successful SVGA controllers. Two additional products were introduced in 1993—the W32i and the W32p. The W32i upgraded the W32 system with a more powerful graphics accelerator and added a new 32-bit interleaved memory controller. The W32p further enhanced graphics acceleration and added support for both local bus and the PCI bus architecture. In November 1994, Tseng Labs introduced its VIPeR f/x advanced video image processor for multimedia systems. The VIPeR f/x enables full screen, accelerated playback of .AV1 and .MPG video files as well as simultaneous capture and display of full motion, 30 frames-per-second video. Tseng is busy bringing to volume production, its ET6000, the first in a family of next generation graphics controller products. It is an advanced 128-bit graphics and multimedia engine that integrates a high quality video processor, an interface to the new high-bandwidth Multibank DRAM (MDRAM) from Mosys, Inc., and a PCI bus interface. Optimized for Windows 95 graphics performance, the ET6000 was designed to offer high resolution and color without system degradation. To complement the ET6000, Tseng also introduced the VPR6000, a video image processor, and the MPG9920, an MPEG decoder with built-in scaling capabilities. The company’s products are based on CMOS process technology with line geometries as small as 0.6µm. Most of its new products are manufactured using an advanced triple-layer metal process. Semiconductor Fabrication Facilities Tseng currently has foundry agreements with Chartered Semiconductor Manufacturing in Singapore, Tower Semiconductor in Israel, and Winbond Electronics in Taiwan. 1-324 INTEGRATED CIRCUIT ENGINEERING CORPORATION Unitrode North American Company Profiles UNITRODE Unitrode Corporation 7 Continental Boulevard Merrimack, New Hampshire 03054-0399 Telephone: (603) 424-2410 Fax: (603) 424-3460 IC Manufacturer Financial History ($M), Fiscal Year Ends January 31* Sales Net Income R&D Expenditures Capital Expenditures Employees 1992 40 5 3 1993 50 6 4 1994 65 9 6 1995 87 12 9 16 1996 116 18 15 12 235 300 425 514 620 *Results excluding disposed operations. Company Overview and Strategy Unitrode was founded in 1960 as a manufacturer of electronic components and subsystems. In 1994, the company divested its two remaining non-strategic businesses, Powercube Corporation and Micro Networks Division, leaving only its IC business, Unitrode Corporation, which was founded in 1981. Unitrode is now focused entirely on the design and manufacture of high-performance analog integrated circuits. The company's ICs are used in a variety of applications for power management and as interface devices. For the most part, the chips are used to control switching power supplies and small electronic motors, or as highspeed interface and communication circuits between various pieces of electronic equipment. Unitrode's customers are primarily in the EDP/computer and telecommunications markets, but also in the industrial control and instrumentation, defense/aerospace, automotive, and consumer markets. In fiscal 1996, 67 percent of the company's integrated circuit sales were to international customers. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-325 Unitrode North American Company Profiles Special Function/ Power Drivers 8% Motor Control 23% Consumer/ Automotive/ Military 10% Power Supply Control 40% Communication/Interface 29% Data Communications 6% Industrial 10% Computer/Office 63% Communications 11% 1996 Sales by Product Type 1996 Sales by Market Management Robert L. Gable Edward H. Browder Richard V. Paulson Dennis A. Peasenell Cosmo S. Trapani Allan R. Campbell S. Kelley MacDonald Patrick Moquin Frederick J. Myers Chief Executive Officer President Executive Vice President, Marketing and Sales Executive Vice President, Operations Executive Vice President and Chief Financial Officer Senior Vice President and General Counsel Vice President, Corporate Communications Vice President, Human Resources Vice President, International Sales Products and Processes Unitrode's product offerings are comprised of analog ICs for power supply control, motor control, lighting, power driving, power quality, and power factoring, as well as for high-speed and high-power interface applications. Most of the products are based upon proprietary design utilizing enhanced bipolar, BiCMOS, and BCDMOS semiconductor technologies and are considered application specific standard products (ASSPs). Semiconductor Fabrication Facilities Unitrode Corporation 7 Continental Boulevard Merrimack, New Hampshire 03054 Capacity (wafers/week): 1,000 Wafer size: 100mm Processes: Bipolar, BiCMOS, BCDMOS Feature sizes: 1.5µm-5.0µm 1-326 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Unitrode Unitrode has agreements with four foundries to supply additional wafers, as required. In January 1995, the company signed an agreement with GMT Microelectronics Corporation (former Commodore Semiconductor fab in Norristown, Pennsylvania) for additional wafer capacity. Under the agreement, Unitrode made a $2 million equity investment in GMT, in return for up to 30 percent of GMT's capacity. Key Agreements • Unitrode entered into an alliance with Irvine Sensors. Under the agreement, Unitrode will become a licensee and exclusive second-source for Irvine Sensors’ wireless infrared communication ICs. • Unitrode entered into an agreement with GMT Microelectronics Corporation in early 1995 to supply wafers to Unitrode. As part of the agreement, Unitrode invested $2 million in GMT. • Unitrode agreed with Toko Inc. (Japan) in 1993 to jointly develop power-control ICs. The deal also calls for the cross-licensing and alternate sourcing of select proprietary products. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-327 Universal Semiconductor North American Company Profiles UNIVERSAL SEMICONDUCTOR Universal Semiconductor, Inc. 1925 Zanker Road San Jose, California 95112 Telephone: (408) 436-1906 Fax: (408) 436-1125 IC Manufacturer Employees 40 Company Overview and Strategy Universal Semiconductor was established in 1978 to serve as a CMOS foundry offering design and manufacturing of customers' custom/semicustom devices, gate arrays (digital and mixed-signal), dielectrically isolated (DI) high-voltage ICs, linear arrays, and DMOS FETs. Management Vic Hejmadi Greg Anzelc Wajid Rizvi President and Chief Executive Officer Director, Marketing and Sales Director, Operations Products and Processes Universal Semiconductor uses CMOS processing for all devices and offers gate arrays with up to 2,400 gates, mixed-signal gate arrays (18V breakdown), and 300V and 500V dielectrically isolated high-voltage ICs, as well as radiation-hardened devices. Semiconductor Fabrication Facilities Universal Semiconductor, Inc. 1925 Zanker Road San Jose, California 95112 Cleanroom size: 9,000 square feet Capacity (wafers/week): 850 Wafer size: 100mm Process: CMOS Products: ASICs, linear devices, discretes, foundry services Feature sizes: 1.5µm, 2.0µm, 3.0µm, 4.0µm, 5.0µm 1-328 INTEGRATED CIRCUIT ENGINEERING CORPORATION UTMC North American Company Profiles UNITED T ECHNOLOGIES MICROELECTRONICS C ENTER (UTMC) United Technologies Microelectronics Center Inc. 1575 Garden of the Gods Road Colorado Springs, Colorado 80907-3486 Telephone: (719) 594-8000 Fax: (719) 594-8032 Web Site: www.utmc.com Fabless IC Supplier Financial History ($M) Sales Employees 1991 17 1992 20 1993 27 1994 30 1995 30 400 350 300 300 180 Company Overview and Strategy United Technologies Microelectronics Center Inc. (UTMC) is a subsidiary of United Technologies Corp. (UTC), a $23 billion Hartford, Connecticut-based provider of high technology products to the aerospace, building systems, and automotive industries throughout the world. Established in 1980, UTMC serves government and commercial aerospace, commercial property and residential housing, and automotive manufacturing customers. It was originally established to assist other UTC divisions with the integration of custom and semicustom microelectronics into their systems. In 1985, UTMC began supplying semicustom and military-standard VLSI circuits to external companies in the aerospace and defense industries. Today, the majority of UTMC’s business is with external companies. The company also engages in government- and customer-funded R&D. Up to about mid-1995, UTMC manufactured its IC products in its own fab in Colorado Springs. However, the company took on a fabless strategy with the sale of its fab to Rockwell Semiconductor. UTMC reportedly sold the fab because it could not be operated economically. It was underutilized due to the fact that the company sells only a small number of wafers with relatively high value. In addition, UTMC felt that by adopting a fabless strategy, it would be able to move to 0.8µm and smaller geometries more quickly while not incurring the large capital costs associated with a submicron fab. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-329 UTMC North American Company Profiles Management Charles "Nick" H. Ide Chuck Gregory Rich Paetsch Ron Hehr Dwight Deem President Vice President, Product Development and Engineering Chief Financial Officer Director, Marketing Director, Sales Products and Processes UTMC offers semicustom and military-standard products. Its semicustom products include CMOS gate arrays with densities from 3,400 to 150,000 usable gates, CMOS cell-based ASICs, and radiation-hardened antifuse programmable logic arrays. The process used for the gate arrays and standard cells is a JANqualified low-temperature double- or triple-metal rad-hard process with 1.2µm or 1.5µm geometries. The company also offers a large selection of radiation-hardened monolithic, ASD/ENASC-certified MIL-STD1553 products. These include bus interface and control devices, bipolar bus transceivers, 16-bit RISC MPUs and 8-bit MCUs in both rad-hard and non-rad-hard versions, mask ROMs, dual-port RAMs, SRAMs of up to 256K density, and standard bipolar and CMOS logic devices. Radiation-hardened products accounted for about 40 percent of UTMC’s sales in 1995. Semiconductor Fabrication Facilities UTMC sold its fabrication facility to Rockwell Semiconductor in mid-1995. As part of the deal, Rockwell agreed to supply UTMC with wafers until February 1997 as it makes the transition to a fabless operation. In March 1996, UTMC announced a foundry deal with Loral Federal Systems to obtain production capacity for rad-hard products from Loral’s fab in Manassas, Virginia (see Key Agreements). Other foundries used by UTMC include Analog Devices, Honeywell SSEC, and Harris Semiconductor. Key Agreements • UTMC established a three-year foundry supply deal with Loral Federal Systems in March 1996. The deal makes Loral UTMC’s main foundry for rad-hard CMOS devices. 1-330 INTEGRATED CIRCUIT ENGINEERING CORPORATION Vadem North American Company Profiles VADEM Vadem Ltd. 1885 Lundy Avenue Suite 201 San Jose, California 95131 Telephone: (408) 467-2100 Fax: (408) 467-2199 Fabless IC Supplier Employees 45 Company Overview and Strategy Vadem was established in 1983 as a design house specializing in chips for the portable computer industry that was emerging at the time. Now, Vadem is building upon its established portable design experience to become a leading designer and marketer of ICs and related software for subnotebook-size computers and personal communications devices. Management Chikok Shing Richard H. Lee Ahmet Alpdemir Henry Fung Siu-Kuen Tsang Norman Farquhar Phil Mitchell Geoff Teng Chief Executive Officer President Vice President, Marketing Vice President, Engineering Director, ASIC Development Manager, Software Manager, Single-Chip PC Products Manager, PCMCIA Products Products and Processes Vadem's IC products include display controllers, microprocessors, PCMCIA host adapters, and PC card controllers for portable systems. Some of these products are described below. • VG-230—a 16MHz x86-compatible processor for handheld systems. The highly integrated, low-power consuming processor incorporates a CPU and core logic, along with an LCD controller, keypad scanner, and PCMCIA controller. • VG-469—a 208-pin PCMCIA card controller that is register- and software-compatible with Intel's i82365SL controller ICs. The part provides a migration path for current 5V devices, emerging 3.3V, and future lower-voltage systems and is compatible with PCMCIA 2.1 ExCA (Exchangable Card Architecture) extension, Microsoft's Plug-and-Play ISA version 1.0a, and PC Card DMA operation. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-331 Vadem North Americ an Company Profiles • VG-660—claimed to be the industry's first LCD VGA controller. It supports small flat panel displays with enhanced features and VGA compatibility. Semiconductor Fabrication Facilities Vadem's primary foundry sources are NEC in Japan and Samsung in Korea. Atmel, Symbios Logic, and VLSI Technology are used to a lesser extent. 1-332 INTEGRATED CIRCUIT ENGINEERING CORPORATION Vitesse Semiconductor North American Company Profiles VITESSE SEMICONDUCTOR Vitesse Semiconductor Corporation 741 Calle Plano Camarillo, California 93012 Telephone: (805) 388-3700 Fax: (805) 987-5896 IC Manufacturer Financial History ($M), Fiscal Year Ends September 30 Sales Net Income R&D Expenditures Capital Expenditures 1991 24 (3) 9 11 1992 37 1 9 3 1993 26 (19) 10 6 1994 36 (4) 9 2 1995 43 2 9 3 200 300 238 201 235 Employees Company Overview and Strategy Vitesse Semiconductor, founded in 1984, is a leader in the design, development, manufacturing, and marketing of digital gallium arsenide (GaAs) ICs suitable for commercial, industrial, and military customers. The company's custom, semicustom, and standard products are used in a wide variety of industries including telecommunications, data communications, computers, defense and aerospace systems, automatic test equipment (ATE), and instrumentation. Vitesse's mission is to be the dominant supplier of the highest performance IC solutions for communications and ATE applications. As the communications market shifts from wire to optical channels, and computers undergo a shift from large proprietary central processors to open distributed processors, Vitesse is positioning itself to provide leading high-performance digital, analog, and mixed-signal IC solutions. Foundry 3% Standard Products 28% ASIC Products 69% 1995 Sales by Product INTEGRATED CIRCUIT ENGINEERING CORPORATION Computers 7% Government 13% ATE 21% Other 3% Communications 56% 1995 Sales by End-Use Market 1-333 Vitesse Semiconductor North American Company Profiles Japan 4% ROW 1% Europe 9% North America 86% 1995 Sales by Geographic Region Management Louis R. Tomasetta Ian Burrows Ira Deyhimy Chris Gardner Eugene F. Hovanec James Mikkelson Michael Millhollan Robert Nunn Neil Rappaport Ram Venkataraman President and Chief Executive Officer Vice President, Fab Operations Vice President, Product Development Vice President, Marketing Vice President, Finance and Chief Financial Officer Vice President, Technology Development Vice President and General Manager, Standard Products Vice President and General Manager, ASIC Products Vice President, Sales Vice President, Quality Products and Processes Vitesse's products are fabricated using its proprietary H-GaAs™ (high integration gallium arsenide) process technology. The current generation is the five-level metal, 0.5µm H-GaAs IV process, capable of integration levels of over one million transistors. ASIC design and simulation is supported on industry standard tools from Mentor, Cadence, Viewlogic, Synopsys, and Teradyne. Vitesse's standard products include telecommunications and data communications ICs. Its communications products address the high-speed data transmission marketplace. Most are designed to be compatible with the SONET (Synchronous Optical Network), ATM, and Fibre Channel standards. The operating frequency of these devices is from 155MHz to 10GHz and they are aimed at providing physical layer solutions for copper or fiber optics communication lines. 1-334 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Vitesse Semiconductor Vitesse's ASIC product line consists of five gate array families: GLX, FX, Viper, SCFX, and Fury™ . Aimed at the communication, ATE/instrumental, and computer markets, GLX arrays are suited to switching networks, serial links, high-speed data bus transfers, DSP functions, and critical timing blocks. GLX utilizes a sea-ofgates architecture and can be powered from either a single or dual power supply, depending on I/O requirements. These gate arrays can accommodate virtually any digital application requiring up to 175,000 gates. The FX series provides solutions in super minicomputers, high-end workstations, telecommunications systems, and high-performance ATE/instrumentation. The Viper family provides solutions in computer peripherals, medical instrumentation, and communications. The SCFX family is targeted at telecommunications and data communications applications, offering maximum operating frequencies beyond 3GHz. The Fury series addresses the conventional silicon ECL user. Semiconductor Fabrication Facilities Vitesse Semiconductor 741 Calle Plano Camarillo, California 93012 Cleanroom size: 5,500 square feet (Class 10) 6,500 square feet (Class 100) Capacity (wafers/week): 1,700 Wafer size: 100mm Process: H-GaAs E/D MESFET Products: Gate arrays, telecom and datacom devices, microperipherals, foundry services Feature size: 0.5µm INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-335 Vivid Semiconductor North American Company Profiles VIVID S EMICONDUCTOR Vivid Semiconductor, Inc. 7402 West Detroit Street Suite 120 Chandler, Arizona 85226 Telephone: (602) 961-3200 Fax: (602) 961-0200 Fabless IC Supplier Employees 35 Company Overview and Strategy Vivid Semiconductor, a limited partnership, was formed in 1993 to design and market integrated circuits to manufacturers of flat panel displays (FPDs). The general partner in Vivid is FPD Technology Inc., a private company formed in June of 1993 for the purpose of developing products for the flat panel industry. Using patented extended voltage-range CMOS technology, Vivid has developed technology that allows designers to build enhanced performance flat panel displays with 24-bit color and full-motion video. Although Vivid’s current focus is on supplying the needs of the FPD market, Vivid’s process technology can be applied to a broad range of markets, from automotive to telecommunications, where extended voltagerange CMOS can make a difference in product capability, power consumption, and reliability. Management Kenneth B. Fine Tim Vatuone Alex Erhart Gerry Harder Steve Shank Ed Fullman President, and Chief Executive Officer Chief Financial Officer Vice President and Chief Technical Officer Vice President, Operations Vice President, Marketing and Sales Director, Worldwide Sales Products and Processes Vivid Semiconductor's FPD chips are based on its patented "Dual Range" design architecture, which allows high-voltage devices to be achieved on standard, low-voltage CMOS processes. Semiconductor Fabrication Facilities Unlike leading edge microprocessors and memories, Vivid’s silicon requirements can be fabricated in plants that are three process generations old. Vivid’s wafer processing, packaging, and testing functions are contracted to well-established manufacturers. 1-336 INTEGRATED CIRCUIT ENGINEERING CORPORATION VLSI Technology North American Company Profiles VLSI TECHNOLOGY VLSI Technology, Inc. 1109 McKay Drive San Jose, California 95131 Telephone: (408) 434-3100 Fax: (408) 263-2511 Web Site: www.vlsi.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 413 10 39 55 1992 429 (32) 50 40 1993 516 16 65 72 1994 587 32 79 94 1995 720 46 90 204 Employees 2,315 2,379 2,659 2,728 2,986 Company Overview and Strategy VLSI Technology is a leader in the design, manufacture, and sale of complex high-performance ASICs and ASSPs. Founded in 1979, the company has been a pioneer in the cell-based ASIC business. VLSI targets high-growth markets in which it has built expertise and can use its library of proprietary cells and FSB™ functional system blocks to assist customers in designing products and bringing them to market rapidly. VLSI’s integrated circuit business is organized in a “market-focused” structure. Its three main groups are Computing Products, Communications Products, and Consumer Digital Entertainment Products. The Computing Product group offers devices for the computer market, including PC applications and high-end computing applications such as graphics workstations and high-end storage systems. The Communications Products groups offers devices for wireless and network communications applications. The Consumer Digital Entertainment Products group supplies devices for secure communications and home entertainment applications such as interactive television and video game systems. VLSI’s core logic chipset business is expected to show a sharp decline in 1996 as a result of Intel’s strengthened dominance in the core logic business in 1995. Therefore, the Computing Products group is shifting its focus away from standard core logic chipsets and toward custom products for x86 applications. The wireless communications segment was the fastest growing part of the company in 1995. In 1Q96, VLSI created a European subsidiary called Creative Systems Solutions. Based in Munich, Germany, the company will focus on the wireless data communications marketplace. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-337 VLSI Technology North American Company Profiles The company's subsidiary, Compass Design Automation, Inc., supplies software and design libraries to the broad commercial ASIC and electronic design automation (EDA) marketplaces. Nearly half (46 percent) of VLSI’s total business in 1995 was derived from the personal computer industry (33 percent from x86 products). Europe 23% Japan/ Asia-Pacific 28% United States 49% 1995 Sales by Geographic Region Management Alfred J. Stein Bernd U. Braune Donald L. Ciffone, Jr. Gregory K. Hinckley Dieter J. Mezger John C. Batty Larry Grant Balakrishnan S. Iyer L. Don Maulsby Cliff Roe Chief Executive Officer and President, Chairman Senior Vice President, World Wide Sales and Marketing Senior Vice President, VLSI Products Senior Vice President, Finance and Chief Financial Officer Senior Vice President and President, Compass Design Automation, Inc. Vice President and Treasurer Vice President, General Counsel and Secretary Vice President and Controller Group Vice President, Computing Products Division Vice President, Strategic Products Products and Processes Using advanced design capabilities, a vast cell library of predefined cells, and advanced manufacturing processes, VLSI Technology offers highly customized, highly integrated standard cell, embedded array (FlexArray), and gate array ASICs and ASSPs for applications such as computers, wireless communications equipment, electronic games, and digital set-top boxes. The VLSI Cell Library provides an extensive and growing variety of predesigned and characterized cells, macrocells, and large functional system blocks. The company’s specialized system blocks include: UART, parallel port, SCC, SCSI, PCMCIA, PCI, SSA, Fibre Channel, and graphics functions for computing applications; T1/E1, SONET/SDH, and ATM functions for network communications applications; GSM/DCS, DECT, CT2, PHS, CDPD, and Ruby II functions for wireless communications applications; and digital demodulation, forward error correction (FEC), MPEG 2 video and MPEG audio, microcontroller, and transport for digital entertainment applications. VLSI’s cell library also includes general-purpose system blocks such as 32-bit ARM RISC processor cores, data encryption devices, and programmable DSP cores. 1-338 INTEGRATED CIRCUIT ENGINEERING CORPORATION VLSI Technology North American Company Profiles VLSI manufactures its ASICs and ASSPs in CMOS technology with geometries ranging from 0.35µm to 1.0µm and with up to five layers of interconnect metal. At the end of 1995, approximately 30 percent of the company’s monthly wafer production was built using a 0.6µm process. Much of the remainder was 0.8µm technology. VLSI’s newest 0.35µm process technology supports 1280 pins and five million gates for cellbased designs, with supply voltages ranging from 2.2V to 3.6V. Through its subsidiary, Compass Design Automation, VLSI provides IC design software (design tools and libraries) to a broad range of system and semiconductor customers. Semiconductor Fabrication Facilities The conversion of VLSI’s San Antonio facility to primarily 0.6µm and smaller feature size production was due to be completed in the first half of 1996. Because of the age of its San Jose fab, VLSI does not intend to push the technology at the facility below 0.8µm feature sizes. VLSI Technology, Inc. 1109 McKay Drive San Jose, California 95131 Telephone: (408) 434-3000 Fab 1 Cleanroom size: 47,000 square feet Capacity (wafers/week): 3,400 Wafer size: 150mm Process: CMOS Products: ASICs, ASSPs Feature sizes: 0.8µm, 1.0µm VLSI Technology, Inc. 9641 Westover Hills Boulevard San Antonio, Texas 78251 Telephone: (210) 522-7000 Fab 2 Cleanroom size: 50,000 square feet (Class 1) Capacity (wafers/week): 7,400 Wafer size: 150mm Process: CMOS Products: ASICs, ASSPs Feature sizes: 0.35µm, 0.5µm, 0.6µm, 0.8µm VLSI Technology's manufacturing capacity is enhanced by manufacturing relationships with Chartered Semiconductor of Singapore and TSMC of Taiwan. Approximately 20 percent of the company's total wafer production was performed by these foundries in 1995. Only 10 percent of VLSI’s wafer needs are expected to be served by foundries in 1996. VLSI subcontracts all of its IC packaging and 50 percent of its final test needs. functions are performed at its factories in California and Tempe, Arizona. Its in-house final test Key Agreements • VLSI and Hitachi renewed and expanded their 1988 standard cell and process technology exchange agreement. The new pact gives Hitachi access to VLSI's gate array technology, and the two companies will develop compatible gate array families. In mid-1995, the companies announced successful development of a 0.35µm five-layer metal CMOS process. • The DSP Group licensed its Pine™ digital signal processing core technology and its TrueSpeech™ speech compression technology to VLSI Technology in 1994. The new technologies were added to VLSI's FSB library for design in wireless communications applications. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-339 VLSI Technology North American Company Profiles • In late 1994, VLSI licensed Santa Clara, California-based Mediametrics Inc.'s MPEG 1 and 2 video decompression technology, supporting the company's drive into the set-top box and direct broadcast satellite markets. • VLSI announced its intention to jointly develop and market fuzzy logic-based ASIC technology for chip design and development capabilities with Togai InfraLogic, Inc. of Irvine, California. • In February 1994, VLSI and ARM, Ltd. renewed their agreement to expand market opportunities for the ARM 32-bit architecture in embedded control and portable applications. 1-340 INTEGRATED CIRCUIT ENGINEERING CORPORATION VTC North American Company Profiles VTC VTC Inc. 2800 East Old Shakopee Road Bloomington, Minnesota 55425-1350 Telephone: (612) 853-5100 Fax: (612) 853-3355 IC Manufacturer Financial History ($M) Sales Employees 1991 19 1992 50 1993 75 1994 108 1995 166 220 300 375 480 540 Company Overview and Strategy VTC was founded in 1984 to design and manufacture VHSIC products for government markets. Within the first year, VTC acquired Control Data Corporation's microcircuits division (a captive chip manufacturing operation for CDC's disk drive business that had operated since 1969). VTC was privately held, but Control Data was a major investor. Control Data purchased all of VTC in 1987, making it a wholly-owned subsidiary. In 1988, the two original founders left CDC and the company was put up for sale. In October 1990, CDC sold the bipolar portion to a management buyout led by VTC's new CEO, Larry Jodsaas. Before the end of the year, CDC also sold the CMOS fab to Cypress. Today, VTC's strategy is to offer quality, high-performance ICs to the mass storage (disk and optical drive) industry. Most of the company's revenues come from bipolar preamp ICs and much of its products are consumed by the top five disk drive makers. Management Larry Jodsaas Cliff Boler John Doyle Dan Griffith Greg Peterson Robert Rousseau Ed Schnable President and Chief Executive Officer Vice President, Engineering Vice President, Quality Vice President, Sales and Marketing Vice President and Chief Financial Officer Vice President, Human Resources Vice President, Manufacturing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-341 VTC North American Company Profiles Products and Processes VTC offers a broad line of read/write preamplifier standard products and channel ASICs for use in rigid disk drives. Processes used by the company are complementary bipolar (CBP), ECL, and BiCMOS (called PolarMOS). Semiconductor Fabrication Facilities VTC Inc. 2800 East Old Shakopee Road Bloomington, Minnesota 55425-1350 Cleanroom size: 32,000 square feet Capacity (wafers/week): 5,000 Wafer sizes: 100mm, 150mm Processes: Bipolar, complementary bipolar, BiCMOS Products: Standard and ASIC read/write preamplifiers, servo preamplifiers, and channel electronics Feature sizes: 1.2µm, 2.0µm, 3.0µm 1-342 INTEGRATED CIRCUIT ENGINEERING CORPORATION Weitek North American Company Profiles W EITEK Weitek Corporation 2801 Orchard Parkway San Jose, California 95134 Telephone: (408) 526-0300 Fax: (408) 577-1066 Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Employees 1991 39 (5) 15 1992 26 (11) 14 1993 36 (1) 10 1994 28 (11) 10 1995 18 (4) 10 206 140 144 83 60 Company Overview and Strategy Founded in 1981, Weitek specializes in processors and controllers that enhance the performance of industry standard operating systems, user interfaces, and application software. Weitek's graphics and multimedia products bring workstation-class performance to the personal computer. Weitek traditionally supplied coprocessors, RISC processors, and graphics processors to supercomputer and workstation manufacturers, in particular to manufacturers of Sparc2-based workstations. However, in 1991 the company began to focus more of its resources on developing high-performance user interface processors based upon the company's established RISC processor and workstation graphics technology. New product development is focused entirely on user interface processors. RISC Processors 48% User Interface Products 52% 1995 Sales by Device Type INTEGRATED CIRCUIT ENGINEERING CORPORATION Asia 15% Europe 10% North America 75% 1995 Sales by Geographic Region 1-343 Weitek North American Company Profiles Management Richard Bohnet Howard J. Gopen Allen R. Samuels Benjamin M. Warren Stephen J. Gillis Kent D. Goodin Paul K. Kidman Gopal Solanki President and Chief Executive Officer Vice President, Operations Vice President, Business Development Vice President, Engineering Director, Human Resources Director, Multimedia and Systems Director, Finance Director, IC Design Engineering Products and Processes Weitek's products remain in two areas, user interface processors and RISC processors: • User interface products—The company's user interface products are marketed to personal computer OEMs, as well as to motherboard and add-in card manufacturers. The most recent product introductions were the Power 9100, a high-performance single-chip integrated graphics processor for high-end PC applications, and the Video Power™ coprocessor, a multimedia coprocessor designed to work with the Power 9100 to improve the performance and quality of full-motion video under Microsoft's Video for Windows. • RISC processors: Weitek's RISC microprocessors products include Sparc processors for workstations and printer processors for laser printers. The company's products are manufactured using 0.8µm, 1.0µm, and 1.2µm CMOS technologies. Semiconductor Fabrication Facilities Weitek's semiconductor wafers are processed to its specifications principally by Matsushita and Samsung. Key Agreements • In 1995, Weitek and Samsung established a technology exchange agreement. As part of the agreement, Samsung will provide wafer capacity for Weitek’s proprietary products. In addition, the companies will work together in developing new products including next-generation multimedia chips for PCs. • Weitek licensed Intel's Indeo™ video technology for use with its Video Power digital video accelerator chip to deliver television-quality video playback to PC platforms. 1-344 INTEGRATED CIRCUIT ENGINEERING CORPORATION WSI North American Company Profiles WSI WSI, Inc. 47280 Kato Road Fremont, California 94538 Telephone: (510) 656-5400 Fax: (510) 657-5916 Web site: www.wsipsd.com Fabless IC Supplier Financial History ($M) Sales Employees 1991 35 1992 28 1993 27 1994 28 1995 38 165 137 125 125 125 Company Overview and Strategy WSI, Inc. (formerly WaferScale Integration, Inc.) was founded in 1983 as a supplier of high-performance programmable ICs. It serves system designers who need to achieve higher system performance, reduce system size and power consumption, and shorten product development cycles to achieve faster market entry. It offers field-programmable microcontroller peripherals as well as high-performance non-volatile EPROM products. Management Michael Callahan Robert Hoard Boaz Eitan John Ekiss Carl Mills President and Chief Executive Officer Vice President, Worldwide Sales Vice President, New Products and Technology Development Vice President, Marketing Vice President, Finance Products and Processes WSI supplies several families of programmable microcontroller peripherals as well as a broad line of high performance non-volatile PROM and EPROM devices. These products are based on the company's patented self-aligned split-gate CMOS EPROM technology. WSI's fast EPROMs are available in densities ranging from 16K to 1M. The programmable peripherals integrate EPROM, SRAM, PLD, and userconfigurable logic. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-345 WSI North American Company Profiles Semiconductor Fabrication Facilities WSI does not have its own fabrication facility. Semiconductor, AMD, and AMI. It has foundry agreements with Sharp Corp., National Key Agreements • National took a 10 percent stake in WSI as part of a five-year foundry and technology exchange agreement. • WSI signed an agreement with Advanced Micro Devices that allows AMD to make and market products that are manufactured with WSI's Alternate Metal Virtual Ground non-volatile memory technology. In exchange, WSI is using AMD's technology and submicron fab to make its Programmable System Devices. • WSI formed an alliance with American Microsystems to jointly develop mask-programmable versions of WSI's line of microcontroller peripherals. AMI is manufacturing the parts and the companies are marketing them separately. 1-346 INTEGRATED CIRCUIT ENGINEERING CORPORATION Xicor North American Company Profiles XICOR Xicor, Inc. 1511 Buckeye Drive Milpitas, California 95035-7493 Telephone: (408) 432-8888 Fax: (408) 432-0640 Web Site: www.xicor.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures 1991 94 (16) 24 9 1992 93 (30) 22 6 1993 104 (6) 13 2 1994 104 2 14 5 1995 114 10 15 9 Employees 1,000 840 800 691 641 Company Overview and Strategy Xicor, Inc., founded in 1978, designs and manufactures a broad line of non-volatile in-the-system programmable semiconductor ICs. In-the-system programmability enables telecommunications, consumer, computer, industrial, automotive, and military products to adapt to changing software and operating environments, and to be personalized by the user. Many of Xicor’s products consume little power and operate well from a battery powered source, making them well suited for hand-held and portable applications. Japan 15% ROW 13% Europe 20% United States 52% 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-347 Xicor North American Company Profiles Xicor emphasizes the development of proprietary products which incorporate its programmable technology, enabling customers to rapidly bring to market products with improved features, efficiency and maintainability. In 1995, Xicor introduced its first SerialFlash™ memory product family, operating from low voltage power sources. Xicor is a leading supplier of EEPROM memory products and EEPOT™ digitally controlled potentiometers. Management Raphael Klein David J. Coakley Joseph Drori Geraldine N. Hench Klaus G. Hendig Timothy D. Kanemoto Madga M. Madriz Bruce W. Mattern William H. Owen III President Vice President, Wafer Operations Vice President, Products Design, Engineering, Quality, and Reliability Vice President and Corporate Controller Vice President, Finance and Administration Vice President, Product Operations Vice President, Human Resources Vice President, Sales and Marketing Vice President, Technology Development and Intellectual Properties Products and Processes Xicor offers serial EEPROMs in 128bit to 128K densities, parallel EEPROMs in 16K to 1M densities, serial flash in 8K to 128K densities, NOVRAMs (nonvolatile SRAMs), NOVRAMs with Autostore™ power-loss data protection, EEPOT™ digitally controlled potentiometers, EEPROMs that interface directly with microcontrollers or microprocessor bus-based systems, and memory subsystems. As part of its move into application-specific products, Xicor introduced a chipset that performs keyboard and display control as well as power management in laptop computers in 1994. Called LapKit™, the chipset includes two Xicor EE-based devices and one microcontroller based on Intel's 80C51 architecture. The LapKit firmware may be altered at any time during system operation. Xicor licensed the Pine 16-bit fixed-point DSP core and related development tools from DSP Group, in late 1993. The firm is developing products that integrate the Pine DSP core with its EEPROM technology. Semiconductor Fabrication Facilities Xicor, Inc. 1511 Buckeye Drive Milpitas, California 95035-7493 Capacity (wafers/week): 1,250 Wafer size: 150mm Processes: CMOS, NMOS Products: EEPROM-based ICs and chipsets Feature sizes: 0.7µm-1.0µm For 1996, Xicor plans to purchase additional equipment to increase the capacity of its manufacturing facility. 1-348 INTEGRATED CIRCUIT ENGINEERING CORPORATION Xilinx North American Company Profiles XILINX Xilinx, Inc. 2100 Logic Drive San Jose, California 95124-3400 Telephone: (408) 559-7778 Fax: (408) 559-7114 Web Site: www.xilinx.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends March 31 Sales Net Income R&D Expenditures 1992 136 21 18 1993 178 27 24 1994 256 41 34 1995 355 59 45 1996 561 102 n/a 482 544 689 868 1050 Employees Company Overview and Strategy Xilinx is the leading supplier of CMOS programmable logic devices (PLDs) and related system software. Founded in 1984, Xilinx is credited with the invention of the field programmable gate array (FPGA). Xilinx continues to hold the largest share of the CMOS programmable logic and FPGA markets. In February 1992, Xilinx acquired Plus Logic, Inc., a company involved in electrically programmable logic devices (EPLDs). In addition, the company also markets HardWire™ devices (non-programmable ICs functionally equivalent to the programmable FPGA). The firm ships its PLD and related development system software to electronic equipment manufacturers in the computer peripherals, telecommunications, industrial control and instrumentation, and military markets. System Software 4% Military 4% Other 14% Industrial 14% FPGAs and EPLDs 96% 1995 Sales by Product Category INTEGRATED CIRCUIT ENGINEERING CORPORATION Computer Peripherals 36% Communications 32% 1995 Sales by End-Use Market 1-349 Xilinx North American Company Profiles Asia-Pacific 12% Europe 19% North America 69% 1995 Sales by Geographic Region In April 1995, Xilinx acquired NeoCAD, Inc. NeoCad is a private PLD design software producer, founded in 1990 and is headquartered in Boulder, Colorado. Xilinx integrated NeoCAD’s operations with its own. Management Willem P. Roelandts R. Scott Brown William S. Carter Lee D. Farrell Charles Fox Steve Hayes Robert C. Hinckley Nicholas Kucharewski C. Frank Myers Gordon M. Steel Chief Executive Officer Senior Vice President, Worldwide Sales Vice President, Research and Development Vice President, Corporate Marketing Vice President, Product Marketing Vice President, North American Sales Vice President, Strategic Plans and Programs and Secretary Vice President, EPLD Division Vice President, Operations Vice President, Finance, and Chief Financial Officer Products and Processes Xilinx has seven CMOS FPGA families in production, with gate counts ranging from 800 to 52,000. Gate counts for the next-generation of devices is expected to reach 125,000. In 3Q95, Xilinx introduced its XC8100 family of FPGAs. These devices are based on Xilinx’s 0.6µm MicroVia™ amorphous silicon antifuse technology and proprietary sea-of-gates architecture. The family offers from 1K to 9K usable gates. In 4Q95, Xilinx announced its XC9500 family of complex PLDs (CPLDs). The devices are produced using 5V-only 0.6µm flash memory technology. This family offers in-system programmability (ISP) characteristics with more than 10,000 program/erase cycles. The initial family includes densities ranging from 800 to 12,800 gates. In 2Q96, Xilinx expanded its flagship SRAM-based XC4000E FPGA series to offer densities of up to 52,000 usable gates using the new XC4000EX family. Devices with up to 125,000 usable gates are expected to sample in 1997. The new XC4000EX devices are produced using 0.5µm process technology with 0.35µm processing expected to be used for the 1997 devices. The company also provides CAE software that offers complete FPGA and EPLD solutions, from design entry through partitioning, placement, and routing. 1-350 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Xilinx Semiconductor Fabrication Facilities Xilinx does not fabricate its own ICs; but has foundry agreements with Seiko Epson, Yamaha, and IC Works. In early 1994, Xilinx provided its foundry partner Seiko Epson with $42 million to help fund a wafer fab Seiko Epson built in Sakata, Japan. Key Agreements • Xilinx has a second-source agreement with Harris Semiconductor for rad-hard FPGAs. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-351 Zilog North American Company Profiles ZILOG Zilog, Inc. 210 East Hacienda Avenue Campbell, California 95008-6600 Telephone: (408) 370-8000 Fax: (408) 370-8056 Web Site: www.zilog.com IC Manufacturer Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures Capital Expenditures Employees 1991 110 11 12 1992 146 16 16 27 1993 203 27 21 40 1994 223 35 23 69 1995 265 43 25 79 1,330 1,400 1,500 1,500 1,575 Company Overview and Strategy Zilog was founded in 1974 and became a wholly owned subsidiary of Exxon by 1980. In 1985, the company rechartered its course to focus on application specific market segments. In 1989, Zilog's management, employees, and a venture capitalist purchased the company from Exxon. Zilog became a public company in February 1991. Today, Zilog is a leader in the development, design, and manufacture of application specific standard products (ASSPs) for the consumer electronics, data communications, and computer peripheral markets. The company utilizes its Superintegration™ design methodology to combine cores and cells from its extensive library of microprocessors and controllers, DSPs, and memory and logic circuits. Europe 10% ROW 7% Far East 40% United States 43% 1995 Sales by Geographic Region 1-352 INTEGRATED CIRCUIT ENGINEERING CORPORATION Zilog North American Company Profiles Management Edgar A. Sack Michael J. Bradshaw Thomas C. Carson William R. Walker Sally M. Baumwell James J. Magill Richard L. Moore Richard R. Pickard Alan Secor President and Chief Executive Officer Senior Vice President, Worldwide Operations Senior Vice President, Worldwide Sales Senior Vice President and Chief Financial Officer Vice President, Human Resources Vice President and General Manager, Data Communications Vice President, Technology Vice President, General Counsel Vice President, Consumer/Peripherals Products and Processes Zilog's core library includes 8-bit microcontrollers, 8-bit, 16-bit, and 32-bit microprocessors, 16-bit digital signal processors, serial communications controllers, and peripheral circuits. These cores are available as standalone devices or may be combined in Superintegration products. The company’s cell library consists of logic and memory circuits that are generally combined in Superintegration products. The Superintegration library and diverse product portfolio of over 800 items serve three distinct markets: data communications, consumer products, and intelligent peripherals. • For data communications applications, Zilog offers ASSPs based on its Z80 microprocessor family and serial communications controllers. These ASSPs are optimized for Ethernet routers, bridges, data switches, modems, terminals, printers, workstations, local area networks, and wide area networks. The company holds a leadership position in general purpose, multiprotocol controllers for the LAN and WAN markets. • Based on the Z8® 8-bit microcontroller, Zilog offers a family of controllers for use in consumer electronics products such as cellular phones, audiovisual equipment, automobiles, telephone answering machines, household appliances, battery chargers, garage door openers, security systems, set-top boxes, interactive TVs, and infrared remote controls. • Zilog is an innovator in the addition of intelligence to computer peripheral chips using its line of Z80® 8-bit, Z180® 16-bit, and Z380® 32-bit microprocessors, and peripheral circuits. Adding intelligence to computer peripherals frees the central processor from micro-management tasks and upgrades the performance of the system. Common peripherals are printers, keyboards, monitors, pointing devices, hard disk and floppy disk controllers, modems, and PCMCIA bus interface products. During 1994, Zilog underwent the transition from 1.2µm to 0.8µm CMOS manufacturing technology. Then, in 1995, the company began using 0.6µm CMOS process technology. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-353 Zilog North American Company Profiles Semiconductor Fabrication Facilities Zilog, Inc. 2601 11th Avenue, North Extension Nampa, Idaho 83651 Telephone: (208) 466-4551 Fax: (208) 467-9765 Modules I and II Cleanroom size: 77,000 square feet (Class 10) Capacity (wafers/week): 7,000 Wafer size: 125mm Processes: NMOS, CMOS, BiCMOS Products: ASSPs, MCUs, MPUs, DSPs Feature sizes: 0.6µm, 0.8µm, 1.0µm, 1.2µm Zilog, Inc. 1401 North King Road Nampa, Idaho 83651 Module III Cleanroom size: 30,000 square-feet (Class 1) Capacity (wafers/week): 2,500 Wafer size: 200mm Process: CMOS Products: ASSPs, MCUs, MPUs, DSPs Feature sizes: 0.6µm, 0.8µm (0.35µm in 1996) Assembly and test operations are performed in company-owned facilities in Manila and Carmona, the Philippines. Contracts with outside IC fabricators Kawasaki Steel in Japan and Thesys Microelectronics in Germany, and with assembly houses in Malaysia, Indonesia, and China are back-up sources to the company's own operations. Key Agreements • Zilog purchased a license in 1995 for the design and manufacture of ASSPs using Aspec Technology's high-density array and embedded array technologies. • Zilog joined with Allegro MicroSystems and IMP in a marketing alliance. The team is marketing what they call a ZIA disk drive chipset—ZIA standing for Zilog, IMP, and Allegro. • Oak Technology and Zilog extended a joint-development and cross-license agreement to develop integrated circuits for mass storage applications. • Zilog has an agreement (formed in 1993) with Kawasaki Steel under which Zilog is licensed to manufacture, use, and sell the Kawasaki KC80™, an enhanced high-performance version of the Z80™ 8bit microprocessor. Additionally, the companies are developing new Superintegration products that use the KC80 core. • Zilog and Catalyst entered into a cross-licensing agreement in 1993 under which Zilog gained access to Catalyst's flash technology and Catalyst gained the right to develop products using Zilog's Z8 one-timeprogrammable (OTP) microcontroller family. The two companies then expanded their alliance to jointly develop flash memories. 1-354 INTEGRATED CIRCUIT ENGINEERING CORPORATION Zoran North American Company Profiles ZORAN Zoran Corporation 1705 Wyatt Drive Santa Clara, California 95054 Telephone: (408) 986-1314 Fax: (408) 986-1240 Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 Sales Net Income R&D Expenditures 1992 1 (3) 5 1993 2 (8) 5 Employees 1994 6 (5) 4 1995 18 1 4 75 Company Overview and Strategy Zoran Corporation, first incorporated in 1981, and reincorporated in 1986, develops and markets integrated circuits for digital video and audio compression applications. The company’s VLSI products are produced for high-performance, cost-sensitive digital image enhancement, image compression, and audio processing applications, such as multimedia computing, digital cameras, scanners, digital television, and digital audio systems. Zoran has a strong core expertise in DSP technology, including digital filtering and frequency domain processing. Its strategy centers on building partnerships with innovative marketing and manufacturing companies and targeting high-volume, high-performance applications, such as multimedia computing and consumer video and audio systems. In 1995, 69 percent of revenues were to foreign customers. In 1995, Zoran entered into the worldwide television market as it teamed up with The Goldtron Group of Singapore to spin off a new company, Oren Semiconductor. The venture, based in Israel, will jointly develop and market ICs combining DSP and filtering technology to correct flawed TV images. The devices will be manufactured by Taiwan Semiconductor Manufacturing Co. (TSMC) and Tower Semiconductor using 0.6µm CMOS technology. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-355 Zoran North American Company Profiles Pacific Rim 21% Europe 48% United States 31% 1995 Sales by Geographic Region Management Levy Gerzberg, Ph.D. Ami Kraft Isaac Shenberg Alexander Sinar Meir Tsadik President and Chief Executive Officer Vice President, Finance, and Chief Financial Officer Vice President, Sales and Marketing Director, Manufacturing Vice President, Research and Development, and Chief Operating Officer Products and Processes Zoran has three product families: Image Compression Processors, Image Enhancement Processors, and Vector Signal Processors. Semiconductor Fabrication Facilities Zoran has established foundry agreements with TSMC, Motorola, and Tower Semiconductor. Key Agreements • In 1995, Zoran signed a four-year agreement with Tower Semiconductor under which Tower will supply specified quantities of wafers to Zoran. • Siemens and Zoran announced in 1995 they would collaborate on the development and marketing of multimedia ICs for PC and consumer electronics applications. • Dolby Laboratories formed a long-term joint technology partnership with Zoran in August 1992. The partnership calls for the development of low-cost ICs for multi-channel digital audio for motion-picture soundtracks and eventually consumer media. 1-356 INTEGRATED CIRCUIT ENGINEERING CORPORATION