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July 2004

Electronics News: Semico's IPI Falls

Electronic News
Phoenix, AZ July 22, 2004

http://www.reed-electronics.com/electronicnews/article/CA438140?text=semico

Confirming the beliefs of many industry pundits, the latest Semico Research Corp. Inflection Point Indicator (IPI) declined from the previous month, signaling an impending slowdown next year.

The IPI peaked two months ago with the decline in this month’s IPI being the first real evidence the market will experience a downturn beginning in early 2005.

Semico Warns of Slowdown in 2005

PHOENIX, Arizona July 21, 2004 - Semico Research Corp., the premier market research firm, today announced the latest Semico Inflection Point Indicator (IPI) declined from the previous month, signaling an impending slowdown in 2005. The IPI peaked two months ago, and the company will rely on the historical accuracy of its forecasting tool as a critical indicator of the industry status for the first half of 2005. The decline in this month’s IPI is the first real evidence the market will experience a downturn beginning in early 2005.

Structured ASIC Market Set to Expand - Semico

Electronic News
Phoenix, AZ 7/16/2004

http://www.reed-electronics.com/electronicnews/article/CA436979?text=semico

Shrinking market windows, lengthening design cycle times, higher design costs and shortened product life cycles are fueling the structured ASIC market and will provide it with the momentum to expand into the future, from $164.1 million last year to $1.4 billion in 2008, a CAGR of 54.4 percent, according to Semico Research Corp.

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