Is ST Anticipating Massive Revenue Drop?
December 12, 2012
About the only solid fact in ST's restructuring plan is that it plans to reduce quarterly opex to $600-650 million by 2014 when it plans to be achieving a 10% operating margin compared to today's 2-3% operating margin.
Since ST's current quarterly opex is $900 million, a one third cut in opex represents a big cut in what ST does, and conventional wisdom says you can't cut opex too much without affecting what you do. And what you do determines your revenues.
To read the full article, click here
Related Semiconductor IP
- RDMA IP
- PCIe Controller
- USB Controller
- MTP (Multi-Time Programmable) IP
- OTP (One-Time Programmable) IP
Related Blogs
- TSMC expects 14% Q1 revenue drop
- The Future of Intelligent and High-performance Storage is Built on Arm
- Why eMMC is still a good low-budget storage option?
- Why 28nm is the New Strategic Node?
Latest Blogs
- SerDes, Ethernet and the silicon that connects them: Why SerDes for high-bandwidth sensors?
- Beyond NVLink’s Rack: Meta and Panmnesia Bring CXL-Based Tight Coupling to the Whole Datacenter
- AI-Driven Development: Why Verification Matters More Than Ever
- Why schematic-correct designs fail at advanced nodes
- How Agentic AI Turns IC Engineers into Architects