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Either way, Renesas gains a competitive advantage without having to take any positive action of its own.
FORBES: How the Yen's Slide Helps Renesas
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The chip shortage comes as a surprise to Kyoko Okamoto at Renesas, who emailed me this morning about this issue.
FORBES: What Hard Drive Shortage? Ctd.
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Among other semiconductor firms, Renesas Electronics extended losses with a 4.6% fall.
WSJ: Asian Shares Rise
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The quake damaged about 40% of the wafer capacity of Renesas Electronics.
FORBES: Japan Quake Knocked Out 25% Of Global Silicon Wafer Production
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Elpida has already fallen into the hands of a competitor, and Renesas is saddled with a debt that will be hard to work down.
FORBES: How the Yen's Slide Helps Renesas
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The company continues to focus on investments to enhance its product line, and that is what sets it apart from competitors such as Renesas-NEC, Microchip and Atmel.
FORBES: Texas Instruments' Looks Cheap Heading Into Earnings
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How will this help beleaguered Japanese semiconductor companies like Renesas?
FORBES: How the Yen's Slide Helps Renesas
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When the Yen loses its value against other currencies a Japanese TV maker whose MCU comes from Taiwan will see the price of that MCU increase in comparison to the equivalent Renesas part.
FORBES: How the Yen's Slide Helps Renesas
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By our count, the crisis that began with the earthquake of March 11 has created shortages at the operations of more than 25 companies, including Sony (SNE), Panasonic (PC), Toshiba, Renesas, and Sandisk (SNDK).
FORBES: Written by Clarence Chen, Ashok Rao and Mark Stonich
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Meanwhile, MPC Data is going after much more of a niche, but doing it well: its SwiftBoot tech can get Linux up and running an actual application on an embedded device-ready Renesas SuperH SH7724 processor in under a second (0.982 seconds, to be precise).
ENGADGET: Lineo's Warp 2 boots to Fedora on Atom in 4 seconds, MPC Data's SwiftBoot warms up embedded Linux in an instant