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Japan: Bismaleimide Shortage Lurks, Says FBR

FBR Capital’s Craig Berger today reiterated his positive view on several semiconductor makers, despite what he sees as a likely hit to the electronics supply chain from the disaster in Japan, including a potential shortage of image sensors, NAND flash memory chips, and touch-screen displays that could be bad enough to slow production of Apple’s iPad 2.

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Intel Offers Silicon With New Packages, Deals

Most personal computer makers buy chips the way Intel wants to offer them. But the technology giant has learned it needs to be more flexible in other markets, as an unusual arrangement with another Silicon Valley company shows. Intel on Monday detailed plans to begin offering a version of its Atom microprocessor–best known as the calculating engine inside millions of low-end portables called netbooks–that the company is packaging along with a different sort of a chip supplied by Altera.

Altera's Tim Morse Tapped as Yahoo CFO

Looks like Yahoo has found its new CFO. This afternoon, the company said Tim Morse will take charge of its finances. Morse, who has served as CFO for chip maker Altera since 2007 and spent 15 years at GE before that, will start work on June 17 and assume CFO responsibilities on July 1. Welcome news, since Yahoo has been looking to fill the position since Blake Jorgensen said he would step down from the company last February.
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