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Xilinx, Altera reaffirm guidance

Posted: 10 Mar 2006 ?? ?Print Version ?Bookmark and Share

Keywords:Dylan McGrath? Xilinx? Altera? Virtex-4 FPGA? Stratix II?

Rival programmable logic vendors Xilinx Inc. and Altera Corp. each reaffirmed previous financial guidance for the current quarter.

Xilinx said it is still expecting March quarter revenue to be up 1 to 5 percent sequentially from the $450 million that it reported for its fiscal Q3. The company said sales of its Virtex-4 FPGA product are strong, with "solid increases from each of the three family domains."

Meanwhile, Altera said it still expects Q1 sales to be up 4 to 7 percent from the $282 million that the company reported for the Q4 of 2005. New products are driving the company's growth, Altera said, with Stratix II, Cyclone II, MAX II and HardCopy devices all showing strong results quarter-to-date.

Blaming a previously disclosed Q4 manufacturing issue, Altera said that lead times lengthened on some MAX 3000 and MAX 7000 devices. The company added that it believes the supply issue will be largely resolved early in the Q2. Manufacturing constraints, Altera said, are preventing the company from meeting all of its demand for Stratix and selected Stratix II FPGAs. The company currently expects Stratix and Stratix II lead times to return to normal in the Q2, Altera said.

- Dylan McGrath
EE Times

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