"...If the rumour about a tie-up between AMD and ATI turns out to be true, that would cast a shadow on the Taiwan companies..."

"...Unless talks break down, a deal could be announced as early as Monday (Jul 24), the source said...Shares of ATI rallied on Friday on renewed speculation that a deal was close at hand..."

"...Infineon said today it expects sales and earnings to rise in the company's fiscal fourth quarter in the two units it aims to keep after the split off of Qimonda..."

"...utilization rates in 2Q was 82% versus 65% a year ago...Chartered said buisness such as AMD's CPU ramp up in 3Q may not be enough to offset some weakness..."

"...Elpida is likely to choose Taiwan as the site to build a US$4.3 billion DRAM plant...to produce process 100,000 12-inch wafers per month on 70nm..."

"...The ARM Velocity portfolio targets applications in mainstream PC and server with data rate speeds up to 800Mbps..."

"...GSMC supplies Cypress with the system-on-chip (PSoC) mixed-signal arrays.. the company will also starts transferring its will begin transferring its 0.13-micron C8 process technology to GSMC in 3Q..."