North American Company Profiles 8x8 8X8 8x8, Inc. (formerly Integrated Information Technology) 2445 Mission College Boulevard Santa Clara, California 95054 Telephone: (408) 727-1885 Fax: (408) 980-0432 Fabless IC Supplier Financial History ($M) 1991 1992 1993 1994 1995 Sales 28 45 36 41 50 Employees 100 114 100 105 110 Company Overview and Strategy 8x8, Inc. was founded originally as Integrated Information Technology, Inc. (IIT) in 1987 to supply math coprocessors for 286 and later 386 microprocessor chips. Since then, the privately-held company has moved its focus from coprocessors to high-performance multimedia processors, which were the basis for the name change to 8x8, Inc. in early 1996. The 8x8 name reflects the company’s focus on programmable integrated circuits for video conferencing and MPEG applications in a wide range of consumer and PC multimedia products. An 8x8 block of picture elements (pixels) is the basis of many video compression algorithms. Management Joseph L. Parkinson President and Chief Executive Officer Sandra Abbott Vice President, Finance and Chief Financial Officer David Harper Vice President, European Operations Chris McNiffe Vice President, Sales and Marketing Bryan Martin Vice President, Engineering and Chief Technical Officer Samuel Wang Vice President, Process Technology Doug Bailey Director, Worldwide Sales Kevin Deierling Director, Marketing INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-1 8x8 North American Company Profiles Products and Processes 8x8 Inc. develops highly integrated programmable single-chip compression and decompression ICs and software for video phone, video conferencing, and MPEG/digital video such as VideoCD, karaoke, and DVD equipment. The company’s family of processors include the following: • Video Communications Processor (VCP) is a single-chip programmable video subsystem and multimedia communications processor for conferencing over ISDN telephone lines. • Low-bit-rate Videophone Processor (LVP) is a single-chip programmable video-phone processor for conferencing over ordinary telephone lines. • Multimedia Playback Processor (MPPex) is a single-chip programmable MPEG 1 video/audio decoder for a wide range of digital video playback applications. • Multimedia Encode Processor (MEP) for powering a PCI video capture and compression board using Intel’s wavelet-based Indeo interactive video compression technology. These processors are based on the company’s Multimedia Processor Architecture (MPA), which combines advanced DSP and RISC technologies onto a single processor chip. Key Agreements • 8x8 has strategic development alliances with National Semiconductor and Siemens Semiconductor. 1-2 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles ACC Micro ACC MICRO ACC Microelectronics Corporation 2500 Augustine Drive Santa Clara, California 95054 Telephone: (408) 980-0622 Fax: (408) 980-0626 Fabless IC Supplier Company Overview and Strategy ACC Microelectronics Corporation (ACC Micro™) was established in 1987 to design, develop, and market a variety of VLSI circuit devices for computer system control, computer system board integration, and communication applications. The company's flagship products are a line of single chip solutions targeted at the desktop, notebook, and subnotebook computer industries. Management Wei-Tau Chiang, Ph.D. President and Chief Executive Officer Mark Shieu Vice President, Engineering Products and Processes ACC Micro supplies chipsets and controller chips for 386/486-based and Pentium-based computers. Other products include buffer chips, power management chips, and single-device floppy-disk controllers. Semiconductor Fabrication Facilities ACC Micro has second-source licensing agreements with Motorola to support delivery schedules. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-3 Actel North American Company Profiles ACTEL Actel Corporation 955 East Arques Avenue Sunnyvale, California 94086-4533 Telephone: (408) 739-1010 Fax: (408) 739-1540 Web Site: www.actel.com Fabless IC Supplier Financial History ($M), Fiscal Year Ends December 31 1991 1992 1993 1994 1995 Sales 35 41 56 76 109 Net Income 1 (0.3) 5 8 (1) R&D Expenditures 8 9 11 14 19 Employees 150 168 211 245 320 Company Overview and Strategy Founded in 1985, Actel Corporation designs, develops, and markets field programmable gate arrays (FGPAs) and associated software development systems and programming hardware. Its products are used by designers of computer, telecommunications, military, industrial, and other electronic systems. Actel is a leader in the development of FPGAs based on antifuse technology. The company's objective is to become the leading supplier of FPGAs by fully exploiting the capabilities of its proprietary antifuse and circuit architectures. In April 1995, Actel completed the acquisition of Texas Instruments' antifuse FPGA business. As part of the transaction, Actel signed a three-year manufacturing agreement with TI. TI had been a licensed second source of Actel's FPGAs since 1988. Development Systems Military/Aerospace 5% 12% Computers/ Communications/ Peripherals Networking 21% 44% FPGAs Industrial 95% 23% 1995 Sales by Product Type 1995 Sales by End-Use Market 1-4 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Actel Asia-Pacific 9% Japan 12% Europe United States 17% 62% 1995 Sales by Geographic Region Management John C. East President and Chief Executive Officer Esmat Z. Hamdy Senior Vice President, Technology Jeffrey M. Schlageter Senior Vice President, Engineering David M. Sugishita Senior Vice President, Finance, and Chief Financial Officer Michelle A. Begun Vice President, Human Resources Doug Goodyear Vice President, Sales Dennis F. Nye Vice President, Marketing David L. Van De Hey Vice President and General Counsel Warren Miller Director, Silicon Planning and Strategic Applications Robert Nalesnik Director, Product Marketing David Stieg Director, North American Distribution Sales Products and Processes Actel's IC product line currently consists of three series of FPGAs. Value Series • The ACT1 family consists of two devices, a 1,200-gate part and a 2,000-gate part, and offers system performance of up to 25MHz. This family of circuits utilizes 1.0µm CMOS technology. Accelerator Series • The ACT3 family consists of devices ranging from 1,500 to 10,000 gates and offers system performance of up to 75MHz. • The ACT3 PCI family consists of fully PCI-compliant devices with 4,000 to 10,000 usable gates and performance up to 250MHz. Both families are based on a 0.8µm CMOS process that was initially developed by Hewlett-Packard. INTEGRATED CIRCUIT ENGINEERING CORPORATION 1-5 Actel North American Company Profiles Integrator Series • The 1200XL family features parts ranging from 2,500 to 8,000 gates and offers system performance of up to 60MHz. This family of circuits is based on 0.65µm CMOS technology. • The 3200DX family is Actel’s newest series of FPGAs with capacities ranging from 6,500 gates to 40,000 gates and offers system performance up to 100MHz. These high-performance FPGAs offer fast dual-port SRAM, fast decode, and data path circuitry based on 0.65µm double-level-metal CMOS technology. Actel plans to offer in 1996 radiation-hardened FPGAs for application in communications satellites. Also in 1996, Actel plans to migrate its technology to a 0.5µm triple-level-metal process. To support its FPGA products, Actel offers design automation software, programming and test hardware, and a diagnostic option that provides special in-circuit debug and diagnostic capabilities. Semiconductor Fabrication Facilities Actel's FPGAs are manufactured by Matsushita, Chartered Semiconductor (Actel holds a minor equity interest in Chartered), Winbond, and Texas Instruments. Loral Federal Systems Company will be the sole source of Actel’s rad-hard FPGAs, which are being jointly developed by Actel and Loral. Key Agreements • Actel completed an agreement with Loral Federal Systems in Manassas, Virginia, in 1H95 to jointly develop radiation-hardened, nonvolatile FPGAs. The chips will be targeted at applications in military and aerospace systems. The agreement also calls for Loral to manufacture the rad-hard FPGAs. 1-6 INTEGRATED CIRCUIT ENGINEERING CORPORATION North American Company Profiles Allegro MicroSystems ALLEGRO MICROSYSTEMS Allegro MicroSystems, Inc. 115 Northeast Cutoff Worcester, Massachusetts 01615-0036 Telephone: (508) 853-5000 Fax: (508) 856-7434 IC Manufacturer Financial History ($M) 1991 1992 1993 1994 1995 Sales 104 115 124 161 204 Capital Expenditures 13 10 14 61 Employees 2,000 Company Overview and Strategy Allegro MicroSystems is the former semiconductor branch of Sprague Technologies, Inc. In 1990, Sprague was purchased by Japan's Sanken Electric and renamed Allegro MicroSystems. Today, Allegro is functionally and structurally an independently operating organization as a wholly owned subsidiary of Sanken Electric. Allegro MicroSystems specializes in the design, manufacture, and marketing of advanced mixed-signal ICs. The company is the world leader in Hall-effect sensor ICs and a prominent supplier of power and smart power ICs. Allegro's customers are OEM's primarily serving the automotive and industrial markets, but also the consumer, telecommunications, computer mass storage, and printer markets. Telecommunications 5% EDP Japan 8% 14% Consumer Far East Industrial 14% 15% 47% United States 52% Automotive Europe 26% 19% 1995 Sales by End-Use Market 1995 Sales by Geographic Region INTEGRATED CIRCUIT ENGINEERING CORPORATION