Integrated Device TechnologyIDTI

Morningstar Rating

Stock Research and Analysis

by John Ayling

Integrated Device Technology is a diverse semiconductor manufacturer that supplies chips to several different high-tech end markets. Although the company has strong market share positions in certain niche segments, we think that maturing core markets Read more

Bulls Say

IDT enjoys dominant market share in the timing and memory device markets.

IDT's acquisition of Tundra Semiconductor indicates an aggressive move to improve upon its existing PCI Express product portfolio. Read more

Bears Say

By acquiring Tundra Semiconductor and spinning off its NSE unit, IDT is undertaking a risky shift in the company's strategy.

IDT competes in markets with relatively low barriers to entry. It faces strong competition from larger rivals in the markets it serves.

IDT operates its own manufacturing facility while most of its peers outsource production. As such, IDT has additional risks associated with manufacturing efficiency and idle capacity. Read more

Strategy

IDT hopes to fuel growth through several differentiated products within the computing, communications, and consumer end markets. The firm's acquisition of Tundra Semiconductor and the spin-off of its Read more

Management

Ted Tewksbury joined IDT as president and CEO in March 2008. He previously served as president and CEO of AMI Semiconductor, now a subsidiary of ON Semiconductor ONNN. Tewksbury has more than 20 years of experience in the semiconductor industry, and Read more

Profile

IDT designs, manufactures, and markets a range of specialized semiconductor chips for the communications, computing, and consumer industries. IDT primarily produces chips Read more

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