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August 2005

Rick Cassidy, President of TSMC North America to Keynote Outlook Conference

Semico says event will deliver the insight of tomorrow for the business plans of today.

Phoenix, Arizona August 16, 2005 - Semico Research Corp. has announced their keynote speaker for its annual outlook conference scheduled for Thursday, September 15, 2005, at the Wyndham Hotel in San Jose, CA. Mr. Rick Cassidy, President of TSMC North America will deliver the keynote.

SRAM Market Study—Second Quarter 2005

Semico Research Releases Report: SRAM Market Study—Second Quarter 2005

Phoenix, Arizona August 15, 2005 - According to a recent study by Semico Research Corp., Pseudo SRAM (PSRAM) is gaining ground. PSRAM has a one-transistor DRAM cell, as opposed to the typical six-transistor SRAM cell. The DRAM architecture gives PSRAM some strong advantages over low-power 6T SRAM, namely smaller size and competitive pricing. Manufacturers that account for 90% of the total SRAM market now make PSRAM.

Semico Continues to Predict Upturn in 2006

Semico IPI - Source: Semico Research Corp.

Phoenix, Arizona August 9, 2005 - Data going back to 1984 shows Semico’s Inflection Point Indicator (IPI) registered a historical 16.5 in June, the highest IPI on record. This month’s IPI represents an improvement of 6.7% from the May IPI. It also marked the second consecutive month the IPI increased, up from 14.9 in April and 15.5 in May.

Semiconductor Intellectual Property: The Market Hits Its Stride

Phoenix, Arizona August 3, 2005 - Semico says Semiconductor Intellectual Property (SIP) is the next killer catalyst for semiconductor growth. This position taken on the cusp of their IP event in June has gained momentum from their latest research report projecting the market to reach over $4,137.2M with a CAGR of 23.2% by 2009.

NOR Pricing and Forecast—Second Quarter 2005

Semico Research Releases Report: NOR Pricing and Forecast—Second Quarter 2005

Phoenix, Arizona August 1, 2005 - The NOR flash market, currently enduring a period of declining revenues, will have trouble exceeding NAND’s sales for the first time this year according to a forecast just published by Semico Research Corp. This transition has been accelerated by NOR’s oversupply coinciding with an unanticipated NAND shortage.

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