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May 2005

Semico Announces Non-Volatile Memory Market Shares

Semico Releases New Findings in NVM Market Share Research Report

Phoenix, Arizona May 24, 2005 - NAND was the fastest-growing of any semiconductor market in 2004 according to a newly-published report by Semico Research Corp. Revenues jumped a whopping 80% to $7.2 billion. Even so, NAND continued to trail NOR, which ended 2004 at $9.1 billion. These two flash technologies lead the nonvolatile market, combining to account for 91% of all nonvolatile memory revenues. ROM, EPROM, and EEPROM revenues each accounted for less than $1 billion in revenues.

Semico Predicts Restrained Recovery Beginning Late 3Q05

Semico IPI - Source: Semico Research Corp.
Phoenix, Arizona May 17, 2005 - Semico’s Inflection Point Indicator (IPI) registered 15.5 in March, down from 16.0 in February. This decline follows three consecutive months that the IPI has risen. Although the IPI gave back some of the ground it gained, the overall trend for the third and fourth quarter is still up.

Portable Media Players: Multimedia to Go

Digital homes of the future will store audio, video and data files that can be played either on computers or entertainment systems.

NAND to Experience Explosive Growth

NAND Skyrockets to $39 billion in 2008!

Phoenix, Arizona May 4, 2005 - Semico Research Corporation’s just-released NAND forecast underscores that market’s enormous growth, and shows that even with expected price collapses the market will shoot past NOR to become the second-largest memory market after DRAM.

Although NAND will experience a price slide in 2005 from an industry-wide overcapacity and the emergence of new competitors, the market will take a weaving path upwards, peaking at $38.9 billion in 2008 before a price collapse in 2009.

Semico Announces Speakers for Intellectual Property Conference

Semico says we’re amidst an evolution of Semiconductor IP.

Phoenix, Arizona May 2, 2005 - Semico Research Corp has announced its key speakers for its semiconductor intellectual property conference scheduled for Thursday, June 9, at the Wyndham Hotel in San Jose, California. John Bourgoin, CEO and President for MIPS Technologies, will deliver the afternoon keynote. “The semiconductor industry has developed a critical collaboration with the IP market and this cooperation is entering a new phase in its evolution,” stated Jim Feldhan, Semico president and CEO.

NOR Forecast to Grow

2006 Revenues Will Reach Record Levels

Phoenix, Arizona May 2, 2005 - The NOR flash market is bound to recover in strength after today’s period of declining revenues according to a forecast just published by Semico Research Corp. NOR is used in widespread applications, ranging from PCs and peripherals, through myriad consumer electronics devices and into the automotive and telecom spaces, driving this pervasive technology to grow in accord with the penetration of electronics into our lives.

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