Revenues for the 1st quarter of 2008 were $177.1 million, down by 14% q-o-q. Net loss stood at $17.1 million for the period up from $13.4 million in the previous quarter.

Communications contributed about 39% of the total revenues (the second biggest contribution), an increase of 7% from the last quarter. Computing was the largest contributor of revenues which brought in 41% of the total quarterly revenues.

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Atheros earned revenues of $114.5 million which was up by 0.2 million q-o-q. Net income for the period was $7.6 million. Taiwan amounted for the maximum sales with 52% of the total revenues coming from Taiwan while China contributed another 26%. US sales stood at just 1%. Asia continued to be the largest business region for Atheros with 94% of the total revenues from there. However comparing with Q1 of 2007, the sales from Asia have declined by 4%.
Hon Hai Precision Industry Co Ltd accounted for 17% of net revenues and was the only major customer for the period.

WLAN product adoption by retail and carrier customers of Atheros was the primary source for the quarterly revenues. Other areas that did well for Atheros include PAS, Ethernet and GPS chipsets. In terms of shipments GPS and WLAN chipsets grew in units shipped while PAS sales declined. Overall, comparing the shipments with those of Q1 2007, there was an increase of 58% in the number of chipsets shipped. Revenues did not grow proportionately due to decrease in average selling price of the chip.

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SMIC earned revenues of $362.37 million in 1Q 2008. Compared to 4Q 2007, there was a decrease of 8.3% in revenues. Net Loss was substantially high at $119.7 million which was just around $0.9 million in the previous quarter.

The fab shipped 454.3 million wafers (8”) which is 43.2 million less than the shipments of last quarter. The capacity utilization of the fab was at 92.1% in the quarter down by 2.3% q-o-q.

Communications continued to form the maximum share in sales at 54.3%. Last quarter it was 47.4%. Computer and Consumer segments contributed 12.8% and 25.9% respectively. Other segments contributed the remaining 7%.

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During 1Q08, Qualcom shipped 85 million MSM (mobile station modem) chipsets, which was 8% higher than the previous quarter. And at the same time shipment for their QCT products touched $1.62 billion which represented a growth of 29% y-o-y basis.

Qualcomm registered $2.61 billion revenue in 1Q08, which was 17 % up y-o-y basis. Net income for the quarter stood at $766 million, 6% increase y-o-y. Sales from 3G CDMA –based products was the main contribution to the revenue.

Segment wise, CDMA technologies fetched $1,620 million revenue while Wireless & Internet segment contributed $192 million towards revenue. Technology licensing fetched $794 million and the remaining $63 million was added by strategic initiatives segment during this quarter.

Geographically, South Korea was the main revenue contributor with revenue contribution of around 35%. China followed with another 22%. Japanese and US vendors contributed 16% and 10% respectively.

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Communication Solution segment generated $472 million, down 15% compared to the prior quarter and up 27 % year-over-year. Mobile phone business acquired from Texas Instruments resulted in increase in revenue y-o-y in this segment, during this quarter.

Infineon achieved a landmark in this quarter by integrating Wi-Fi on its mobile phone platform and by offering Voice-over-IP functionality for low-cost mobile phones.

Among its announcements during the quarter, Infineon announced its RF switches shipments that are manufactured in a CMOS-based process on silicon wafers. In the first quarter, for low cost mobile market, Infineon introduced X-GOLD113 and X-GOLD213 with advanced features like camera, mobile internet and audio-entertainment.

During the quarter, a Tier 1 handset company selected Infineon Technologies’s SMARTiUE+, single chip Receive-diversity transceiver IC with a standard DigRF V3.09 interface, for their HSxPA/ EDGE products. At the same time, it marketed low cost platform family in 65 nanometer as well as two new integrated and power-efficient members of its Mobile TV IC family.

Revenue for 1Q08 was $1.032 billion up by around 0.5% compared to last quarter and 14.5% increase y-o-y basis. Net Income for the quarter was $74.3 million. The company witnessed the strong demand for their wireless business, enterprise networking and broadband during this quarter.

Segment wise, sales of 802.11x and Bluetooth chips contributed 26% to the revenue. Broadband contributed 24%. Other segments that brought significant revenue contribution were -VoIP 20% and Cellular 13%.

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Revenues for Q1 2008 were $125 million, which was up by just a percentile q-o-q. Net Loss during the period was $22 million which increased from the past quarter’s $5 million.

During the quarter the company saw strong demand for the FTTH in the communications segment. Other areas that showed growth included enterprise storage and laser printer products. Regionally Asia remained the main business hub for the quarter for PMC-Sierra.

PMC-Sierra also announced partnership with IBM for RAID technology for the development of 6 GBPS next generation enterprise server and storage systems. It also introduced 10G EPON reference designs for Optical Line Terminals (OLTs) and Optical Network Units (ONTs).

Q1 revenues were $18.3 million up by 13% q-o-q. Net income was $838k for the period. Enterprise and Datacenter continued to be the main contributor of sales with contribution of 68%. Remaining 32% was brought in by access service provider, and consumer broadband software services segments. Geographically Asia (mainly China, Japan and Taiwan) and Europe were significant business contributors for the company

For the quarter Cisco was the biggest customer of Cavium.

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Altera reported $336 million revenue representing 4% increase q-o-q. New category products saw revenue growth of 14% sequentially in this quarter. These products constituted 40% of the total revenue in the first quarter. FPGA and CPLD products showed higher demand rates with revenues increasing by 6% each.

Communications segment grew by 4% while other segments remained flat. Within communications, Telecom showed a decline while wireless and networking grew in double digits.

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