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March 2011

2011 Semiconductor Capex: Big Spending, Trouble Looming

Phoenix, Arizona March 8, 2011 - The semiconductor industry experienced an outstanding recovery in 2010. Revenues grew 32%, while units grew 25%. Manufacturers responded to the sharp increase in demand by spending almost $50 billion, a 91% increase over 2009, on capital equipment, buildings and land. In 2011, Semico's forecast for the industry is an 8.3% increase in revenues and a 13.5% increase in units.

Register Now: Len Perham of MoSys to Speak at Semico Summit 2011

Len Perham
President and Chief Executive Officer

Phoenix, Arizona March 3, 2011 - Semico Research Corp. is proud to announce that Len Perham will speak at the Summit 2011. The Summit will be held May 1-3, 2011 at the stunning InterContinental Montelucia Resort & Spa in Paradise Valley, Arizona.

iPad2 Adds Cool Improvements Yet Memory Remains Unchanged

The much anticipated announcement of the Apple iPad2 took place today.  Steve Jobs actually keynoted the announcement and received a standing ovation, despite his ongoing health issues.  Many of the announced features were expected improvements over the iPad; the basics include:

2011: Crash and Burn or Return to Normalcy?

Source: Semico Research Corp. Phoenix, Arizona March 1, 2011 - Seasonally, the first half of most typical years, semiconductor sales are weak and not necessarily indicative of a downturn. This year however, the first half will be up over 2%, a healthy growth rate after the 31.8% increase in revenues the industry experienced in 2010. 2011 represents a return to the "normal" semiconductor cycle, averaging an 8% increase in revenue YOY. There has been excitement in the industry lately for the consumer and automotive markets, and the memory and IP markets.