Is ST Anticipating Massive Revenue Drop?
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
- Configurable CPU tailored precisely to your needs
- Ultra high-performance low-power ADC
- HiFi iQ DSP
- CXL 4 Verification IP
- JESD204E Controller IP
Related Blogs
- TSMC expects 14% Q1 revenue drop
- Is DisplayPort really the future standard?
- Rethinking Edge AI Interconnects: Why Multi-Protocol Is the New Standard
- Anticipating the (40nm) Deluge
Latest Blogs
- The Memory Imperative for Next-Generation AI Accelerator SoCs
- Leadership in CAN XL strengthens Bosch’s position in vehicle communication
- Validating UPLI Protocol Across Topologies with Cadence UALink VIP
- Cadence Tapes Out 32GT/s UCIe IP Subsystem on Samsung 4nm Technology
- LPDDR6 vs. LPDDR5 and LPDDR5X: What’s the Difference?