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TOKYO – Japan-based semiconductor equipment manufacturers posted ¥85.1 billion in orders in January on a three-month average basis, up a staggering 237.4% year-over-year, and 9.9% sequentially, says the Semiconductor Equipment Association of Japan.

Japanese manufacturers posted a book-to-bill of 1.36, says SEAJ. A ratio of 1.36 means ¥136 worth of orders was received for every ¥100 of product billed for the month. A ratio over 1.0 is considered a sign of a growing industry.

January billings were ¥62.5 billion, up 36.4% year-over-year, and up 4.9% sequentially.

US$1 = ¥90.205

WASHINGTON, DC – The Global IP Center is pushing the US Congress to enact a series of IP protection measures this year, including anti-counterfeiting and trademark protection.

For 2010, the center supports passage of the Customs Facilitation and Trade Enforcement Reauthorization Act of 2009, in an effort to stop the flow of counterfeit goods into the US.

The GIPC also promotes the conclusion of the Anti-Counterfeiting Trade Agreement. And it seeks a Department of Justice task force to protect Internet IP and shut down rogue websites.

Founded by the US Chamber of Commerce, the GIPC urges Congress to pass legislation that enhances the US ability to engage effectively with countries that fail to enforce the rights of American innovators or live up to their international IP obligations, including an action plan for Priority Watch List countries.

It encourages the Obama Administration to engage India and China in strengthening their protection and enforcement of IP rights, and urges Congress to maintain a robust level of funding for IP enforcement activities, while planning for funding in 2011.

The center also encourages the government to continue to defend international IP rights by approving trade agreements.

HARTLEPOOL, UKStadium Electronics said it expects annual profits before tax to be about £2.5 million, up 15% over the previous consensus outlook.

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TAIPEI – The world’s largest contract manufacturer of notebook PCs, Compal Electronics, will build a production facility in Vietnam.

Compal has looked at Vietnam in the past, but with pronounced labor shortages in Southeastern China, the company is revisiting its plans. The new plant is expected to be finished in the second half of 2010 or later, according to published reports.

Compal also is constructing its fifth notebook plant in Kunshan, China.

Other notebook PC makers currently expanding include Inventec in Chongqing.

WESTLAKE, OH -- Nordson Corp. reported first-quarter sales rose 18% year-over-year to $221 million.

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EL SEGUNDO – As a result of huge sales and high memory usage, Apple’s iPhone is expected to generate insatiable demand for NAND-type flash in 2010, straining supplies for the year, says iSuppli.

The iPhone is a NAND hog, consuming an average of 35.2 Gb of NAND, iSuppli estimates.

The volume is exacerbated by demand forecasts: iPhone shipments are set to rise to 33 million in 2010, up 31.5% compared to 2009. This growth is likely to lead to periods of undersupply for the year, the firm says.

iSuppli forecasts that mobile handsets with embedded flash units will grow to 732 million units in 2010, up 13.8% year-over-year.

Competitive mobile phones, including Motorola Droid, HTC Android Iris, Palm Pre Plus and Pixie Plus, and Google Nexus One, will aim to match the iPhone spec for spec in terms of memory capacity, boding well for NAND flash vendors.

Other products pushing NAND consumption include eBooks, smartphones and tablet PCs. eBooks contain 512 MB to 2 GB of embedded NAND included in each device. Tablet PCs use an anticipated storage density of 32 to 64 GB.

 

 

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