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Elpida said both sampling and volume production of the 25-nm 2-Gbit DDR3 DRAM are expected to begin in July 2011.

SAN JOSE, Calif. – Apple Inc. and Samsung Electronics Co. Ltd. were once close friends. Now, the two companies are having a falling out-a move that could take a bite out of Samsung's sales.      Piper Jaffray & Co. estimates that Apple was 17 percent of Samsung's semiconductor revenue in 2010. Apple buys a staggering amount of DRAM, NAND flash and other components from Samsung. And Samsung is making the Apple-designed A4 and A5 processors on a foundry basis for Apple.

In more recent times, however, Apple and Samsung have become fierce rivals in the PC, mobile phone and tablet PC markets.

CRCW08051R47FNEB_Vishay Dale_Chip Resistor - Surface Mount

''We believe the recent patent lawsuit between the two companies is further evidence to support our belief that Apple is moving its silicon needs elsewhere,'' said Gus Richard, an analyst with Piper Jaffray & Co., in a new report.

As reported, Apple recently filed a patent infringement suit against South Korea's Samsung Electronics, claiming that Samsung copied the look and feel of its iPhones and iPads with its own smartphone and media tablet offerings, according to a report by the Wall Street Journal.

''There is clear evidence Apple is starting to shift away from Samsung. We believe that, on the memory front, Apple has stepped up efforts to work with Elpida, Toshiba and Micron,'' he said. ''In addition, while it will take a few years for Apple to shift foundry suppliers, we believe Apple is shifting away from Samsung. We believe TSMC will start getting revenue from Apple in Q4 of this year.''

CRCW08051R47FNEB_Vishay Dale_Chip Resistor - Surface Mount

Now, according to the analyst, another player is pursuing Apple’s foundry business: Intel Corp.

This in turn could impact Samsung's bottom line. Samsung recently announced sales of 36.99 trillion won ($34.6 billion) on a consolidated basis for the first quarter, a 7 percent increase year-on-year. For the quarter, the company posted consolidated net income of 2.78 trillion won ($2.6 billion), a 30 percent drop year-on-year, due in part to a drop in DRAMs.  

CRCW08051R47FNEB_Vishay Dale_Chip Resistor - Surface Mount

Chip makers are chasing after Apple and for good reason. ''Apple is the largest customer for semiconductors in the world. We estimate that Apple will account for roughly $20 billion of semiconductor demand this year,'' Richard said. ''This represents 6 percent of overall semiconductor demand. In addition, roughly 70% of Apple's chip demand or $14 billion is NAND flash, DRAM and leading edge logic. Apple's chip demand represents roughly two to three large fabs.''

Lattice Semiconductor and System General, a leading provider of device programming instruments, today announced that both automated and manual programming systems now fully support the first member of the MachXO2 PLD family, the 1200 LUT LCMXO2-1200.  The collaboration between the two companies ensures that customers using System General programming equipment who are entering the production phase of new electronic systems will incur no development delay or additional NRE costs to support MachXO2 PLDs.

Programmer options for a variety of production environments System General offers a variety of programming instruments to satisfy a wide range of PLD programming, throughput, performance, and environmental requirements.  Manual programmers with high speed connectivity via USB provide an affordable and easy to use universal programmer for any Windows PC.  Automated programming systems employ multi-piece concurrent operation and pick-and-place technology to achieve hundreds of Units Per Hour (UPH) throughput.

System General’s programming instruments provide rapid support and low cost programming solutions to manufacturers and service providers around the world.  By collaborating with System General, Lattice helps ensure customers have mechanical socket adaptors immediately available and that the MachXO2 programming algorithms have achieved certification status,” said Gary Kao, Director, System General, Taiwan Headquarters.