The company reported revenues of $111.3 million last year and $106 million last quarter.
The GAAP loss was $13.1 million a year ago and $7.5 million sequentially.
Kemet was hurt by excess inventory especially at distributors, said
CEO Dr. Jeffrey Graves, in a press statement. He said indications are
that inventory declines may continue.
Average selling prices fell 1% during the quarter.
Surface-mount capacitors made up 82% of the company's sales for the December quarter.
By region, 43% of sales were in North America, 35% in Asia and 21% in Europe.
Nearly half -- 49% -- of sales were to distributors, 27% were to EMS customers and 24% were to OEMs.
SAN JOSE, Jan. 10 -- SEMI
and the Semiconductor Industry Association today announced a joint study on nanotechnology
applications for electronics. The study will provide
definition of the rapidly-emerging global nanoelectronic markets and
look at requirements and opportunities for
equipment and materials suppliers.
The study, tentatively titled Global Nanoelectronics Markets and Opportunities, will be
available in the third quarter. The report will be based on
interviews with industry executives in China, Europe, Japan, Korea,
North America, Taiwan and other regions.
"Nanosciences are a new frontier of technologic pursuit. They have
numerous potential market applications in the electronics industries
and represent great opportunities for those that provide the enabling
materials, processes and systems to exploit them," said SEMI president
and CEO Stanley Myers. "We are pleased to partner with the SIA and to
leverage our combined research capabilities and industry relationships
in order to provide an authoritative resource on this quickly
developing field."
"The nanoelectronics era will revolutionize the semiconductor
industry as we utilize new materials, new device structures and new
assembly methods to extend Moore's Law," said SIA president George
Scalise. "This study will provide quantified insight and in-depth
analysis to help companies understand the new landscape and to focus
their business and investment strategies on applications with the
greatest opportunities for commercialization."
The report will identify the current and planned nanotechnology
activities of semiconductor, display, storage, optoelectronic, sensor
and MEMS companies. Additionally, equipment and materials process
technologies, applications, requirements and opportunities will be
defined.
Nanotechnology equipment and materials market size will be provided
by business segment and 5,10 and15-year market forecasts will be
presented based on various scenarios of new technology penetration.
The single-user cost of the study ordered prior to August 31, 2005
will be $4,000 for SEMI and SIA members and $5,000 for non-members.
After August 31, the cost will be $5,000 for SEMI and SIA members and
$6,500 for non-members. Multi-user license may be purchased for $12,500
for SEMI and SIA members and $15,000 for non-members.
For additional information, or to place an order for Global
Nanoelectronics Markets and Opportunities, go to www.semi.org or call
SEMI customer service at +1.408.943.6900.
HALF MOON BAY, CA -- Collaboration through joint development projects
will be necessary for the semiconductor industry to economically
deliver advanced materials required for next generation devices,
according to speakers at the SEMI Strategic Materials Conference.
In the past it has taken from 15 to 20 years from pure research to high volume manufacturing, according to SMC keynoter Ken David, director of the components research group at Intel Corp. "We don't have that kind of time anymore," he said. "In order to realize the potential of new materials, we must shorten the time between discovery and implementation," and that means collaboration between device makers and equipment and materials suppliers, according to David.
Innovation in materials provides a path to extend Moore's Law well into the next decade through what he called "equivalent scaling" -- defined as geometric scaling assisted by innovation.
Every major introduction of a new material into the semiconductor process has been met by significant challenges. For example, the shift from aluminum to copper interconnects forced Intel to change the way it designed wafer fabs to avoid possible copper contamination, said David. A second example, the introduction of low-k dielectrics, was "one of the most surprising and difficult transitions," he said. "There have been a lot of missteps [in low-k]. We all learned the hard way," he said.
During a panel discussion Gene Banucci, chairman of ATMI, said it was essential for a materials company to collaborate when developing new processes otherwise the material was "going down a big dark hole." For its part, ATMI has about 30 joint development projects going on at any one time. "We have to work with other people to get things done," said Banucci.
The sharing of intellectual property arising from collaborative efforts was a hot topic for discussion. Gary Dauser, program director for IBM's intellectual property and licensing organization, said the simplest method was the "yours, mine and ours" approach. "IP that you develop is yours but I'm licensed to it; IP I develop is mine but you're licensed to it; and things we jointly develop...we can do with it what we want," he said. Dauser said the issue becomes more complex when the partners want to extend the IP usage to projects involving companies outside of the original joint development partners.
Jerry Coder, president of IC fabrication materials for DuPont Electronic Technologies, pointed out that the economics of developing materials for advanced semiconductor processes are getting poorer and poorer in terms of the return on investment. As a result, some major chemical companies have withdrawn from the semiconductor industry. "It is a problem for all of us. We need to find a model that is a win-win-win situation for all parties that are involved in that collaboration," he said.
John Poate, chief technology officer for Axcelis Technologies, said the materials used by the industry over the past 40 to 50 years have essentially been "gifts from God", and that it will get a lot harder from here. New materials, such as high-k dielectrics, are only just being explored and their successful use will require a lot more understanding, he said.
"The big IP winners will be the organizations or companies who understand the interplay between circuit design, the processing and these new materials and new structures so you can leverage what you have got," said Poate.
While collaboration is essential, speakers generally agreed it was not feasible to bundle IP developed jointly by equipment and materials companies into a single entity. Richard Faubert, president and CEO of AmberWave Systems, said the business models and infrastructure requirements for materials and equipment companies were so different that it would be nearly impossible to maintain the two under the one roof. "There are very different sets of competencies required to be a premium supplier in both places at the same time," he said.