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September 2004

Semico Announces Upcoming Nanotechnology Conference

Semico says nanotechnology will cast major impact on success in the semiconductor industry over the next ten years.

Semico Predicts NAND Outgrows NOR

EETimes, David Lammers
Phoenix, Arizona September 27, 2004

http://www.siliconstrategies.com/showArticle.jhtml?articleID=47903000

Since the NAND flash market took off like a rocket several years ago, the race for higher densities has led companies such as Samsung Electronics Co. Ltd. and Toshiba Corp. to devote their most advanced process technologies to this memory type. Now competition is intensifying as heavyweight competitors step into the fray.

Semico Says 2004 Bright, 2005 Down

Embedded Star
Phoenix, Arizona September 20, 2004

http://www.embeddedstar.com/press/content/2004/9/embedded16292.html

Semico Research's outlook for 2004 and 2005 is the classic good news/bad news scenario. The Phoenix-based semiconductor market research company sees 2004 on course to finish the year with a stellar growth rate of 31 percent, or $218.7 billion.

Semico Forecasts Slowdown in 2005

Semico Research’s outlook for 2004 and 2005 is the classic good news/bad news scenario.

Phoenix, Arizona September 16, 2004 - The Phoenix-based semiconductor market research company sees 2004 on course to finish the year with a stellar growth rate of 31 percent, or $218.7 billion.

Semico Forecasts Bright Future for Digital Home

Jessica Davis, Electronic News
Phoenix, Arizona September 16, 2004

http://www.reed electronics.com/electronicnews/article/CA453099?industryid=22119&industry=Consumer+Electronics

While growth in the overall semiconductor market is expected to slow from its historical 17 percent compound annual growth rate to something more like 10 percent, most of the industry has higher expectations for consumer electronics.

Semico Says Industry Headed for Downturn

Jessica Davis, Electronic News
Phoenix, Arizona September 10, 2004

http://www.reed-electronics.com/electronicnews/article/CA452223

The semiconductor industry is headed for an imminent downturn in 2005, but nothing as deep or lengthy as the one the industry has recently recovered from.

The prediction came from analyst firm Semico Corp., which released its 2005 outlook this week, calling next year "a bump in the road."

Digital Home: Next Killer Market

Phoenix, Arizona September 9, 2004

The Digital Home

The proliferation of digital data has created the need to bridge data and consumer networks – the evolution of the digital home. The industry is constantly on the lookout for the next killer application. But times have changed - there will not just be one killer application. Instead, we view the digital home as the next killer market!

Semico Releases Cell Phone Forecast

Silicon Strategies:
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=471...

The cellular phone market is projected to peak this year, as growth will de-accelerate over the next several years, according to an analyst at Semico Research Corp. here.

NAND to Remain in Oversupply Until Mid-2006

Silicon Strategies:
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=471...

The current oversupply of NAND-based flash memories in the marketplace is expected to last until the middle of 2006, said Jim Handy, an analyst with Semico Research Corp. on Thursday (Sept. 9).

Foundries to Hit Overcapacity and Slowdown in 2005

Silicon Strategies
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=468...

Following a major ramp of 300-mm fabs in the marketplace, the silicon foundry business is expected to experience overcapacity and a slowdown in 2005, according to an analyst from Semico Research Corp.

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