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January 2008

Semico Receives Accolades for Accuracy

Worldwide Notebook PC unit shipments will reach approximately 97.8 million in 2007, a 30% increase from 2006, according to Tony Massimini, Chief of Technology for Semico Research. According to our financial clients Semico’s forecast was the only forecast to call the growth in the notebook market correctly, with forecast accuracy over 99%.

Tony Massimini has been accurately forecasting the computing markets for over 15 years. He is considered an expert on both end-use markets as well as components such as MPUs, MCUs, DSPs, and embedded cores.

Semico Research provides analytic information on strategic end markets for the semiconductor industry. Because Semico comprehends the relationship between families of semiconductors and end products, we were able to forecast an accurate growth rate on notebook PCs for 2007.

Notebook PCs continue to be a double digit growth segment and important to the health of the semiconductor industry. New portable products are continually being introduced. These new products will stimulate new markets and will not cannibalize established growth markets.

Semico Receives Kudos for Accuracy

Phoenix, Arizona January 24, 2008 - Worldwide Notebook unit shipments reached 97.8 million in 2007, a 30% increase from 2006, according to Tony Massimini, Semico’s Chief of Technology. According to our financial clients, Semico was the only firm to forecast this high growth correctly.

Tony Massimini has been accurately forecasting the computing markets for over 15 years now, and is considered an expert on both end-use markets as well as components such as MPUs, MCUs, and DSPs.

Semiconductor Partners: Huge Growth Ahead for the Used Semiconductor Equipment Market

Phoenix, AZ – January 7, 2008 – Semiconductor Partners in conjunction with Semico Research forecasts the used semiconductor equipment market will show tremendous growth in 2008 and 2009. Based on Semiconductor Partners’ analysis of probable fab closures and fabs for sale, the availability of used equipment will grow from $300 million in 2007 to more than $8 billion in 2009.

”As leading edge digital memory and logic manufacturers build 300mm fabs for process technologies of 65nm or less, this will obsolete their 200mm fabs at 130nm or 90nm and some of their 300mm fans at 90nm. Analog and mixed signal manufacturers will have a need for these fabs to meet for expansion to satisfy the growing analog, mixed signal and RF markets. This creates an opportunity for companies that finance, resell or refurbish used equipment,” states Morry Marshall, Partner – Strategic Technologies at Semiconductor Partners.

Huge Growth Ahead for the Used Semiconductor Equipment Market

Phoenix, Arizona January 7, 2008 - Semiconductor Partners, in conjunction with Semico Research, forecasts the used semiconductor equipment market will show tremendous growth in 2008 and 2009. Based on Semiconductor Partners’ analysis of probable fab closures and fabs for sale, the availability of used equipment will grow from $300 million in 2007 to more than $8 billion in 2009.

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