Abh3vt: TSEM looks undervalued and I picked up a small starter position (both shares and April $10 calls) after seeing your post - a nice growth story at a low PE. Q3 revenue guidance is down 4% sequentially, but up 13% when excluding the planned phase out of Micron revenue.
I was impressed that Himax recently became a customer -
TowerJazz (NASDAQ: TSEM)(TASE: TSEM), the global specialty foundry leader, and TowerJazz Panasonic Semiconductor Co., Ltd. (TPSCo) today announced its first major third party CMOS image sensor (CIS) customer, Himax Imaging, Inc., a subsidiary of Himax Technologies, Inc. (Nasdaq: HIMX), that is developing its next generation high end cameras for smart phone applications using TPSCo’s state of the art 1.12um-pixel CMOS image sensor (CIS) 65nm process. According to a report from Yole Développement on mobile phone business, 500 million units of high end cameras for smart phones having resolution of above 8Mp were sold in 2013 and sales of such cameras are expected to grow to 1300 million units in 2017.
TPSCo’s CIS technology meets the growing demand for high dynamic range and signal to noise ratio optical sensors used in mobile, high-end photography, security, and surveillance applications. Extensive experience in the imaging field combined with in-house CIS technology development enables TowerJazz and TPSCo to meet the market’s rigorous requirements for leading-edge performance, advanced features, reduced die size and price. TowerJazz’s worldwide recognized leadership in CMOS sensors and pixel technology is derived from its proven ability to supply sensors with best in class performance. Specifically, the 1.12um-pixel CIS incorporates cutting edge light loss reduction technologies using a proprietary 65nm process, allowing 1.12um pixel with a world leading quantum efficiency of 74%. Through proprietary design and processing the dark current at 60C is measured at 6.5 electrons per second, and the readout noise is 0.9 electrons.
“Himax Imaging has been focused on delivering high value image sensors to mobile, consumer, surveillance and automotive markets with our ultra low power and low noise architectures. After extensive evaluation of TPSCo’s 1.12um state of the art pixel, we believe that our architecture combined with TPSCo’s advanced 65nm CIS process, which provides extremely low dark noise, high quantum efficiency, and excellent angular response, will enable DSC quality performance for our next generation of high resolution image sensors," said Amit Mittra, Vice President and Chief Technology Officer of Himax Imaging.
“We are very pleased that Himax Imaging is putting their trust in TowerJazz and is now working with us through TPSCo to enable technological advances for its next generation products,” said Dr. Avi Strum, Vice President and General Manager, CMOS Image Sensor Business Unit, TowerJazz.
“By utilizing the advanced features of our 1.12um-pixel CIS 65nm process, Himax Imaging will offer evermore innovative technology to meet their customers’ -- some of the world’s leading device manufacturers -- growing demands for both high quality, yet cost-effective, cameras for high end smart phone applications. We are excited to work with Himax Imaging and look forward to more product engagements in the future,” said Guy Eristoff, CEO, TowerJazz Panasonic Semiconductor Co.
TPSCo’s 1.12um-pixel CIS platform includes: advanced 65nm specialty process for CIS, color filters and micro-lenses, stacked light pipe technology for enhanced optical performance, optical/device simulations design optimization, operating voltage of 1.2/1.8/2.8V, 4LM metallization (3LM-Cu and 1LM-Al) and 32nm pitch M1. For mobile and DSC applications, the features include: high resolution sensors, demanding frame rate, high sensitivity and dynamic range, low dark current, and high angular response performance.
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