Semico Predicts Good Growth Ahead for Semiconductor Industry

Phoenix, Arizona September 6, 2005 - Semico Research, the architect of the most accurate semiconductor industry inflection point indicator, today announced its prediction for greater than marginal growth over the next several years. “This is the time of year many forecasters come out with their views on where our industry is headed,” remarked Jim Feldhan, president of Semico. “The vital signs are positive and the industry is healthy. It is Semico’s projection, based on the Inflection Point Indicator (IPI), that we will experience good growth into 2008. The next downturn will not occur until the end of 2008 and into 2009.”

Semico believes there are applications that will drive the next semiconductor growth cycle.

Semico is gearing up to present their entire portfolio of forecasts for the industry at their annual Outlook Conference in San Jose, CA on September 15, 2005. At the Outlook event, Semico will present the forecast for total worldwide semiconductor sales, an industry overview and focus on semiconductor sales opportunities. Innovation is continuing and Semico will present the killer applications that will demand the next generation of chips. Included in the presentation are expanded applications in automotive and emerging consumer markets.

Semico believes there is a new wave of technological shifts boosting semiconductor sales. “This is a very exciting time for our industry,” commented Morry Marshall, VP of Strategic Technologies for Semico. “There is a need for multiple platforms in the home, office and automobile to accommodate the digital content that is finally beginning to flood the market in the form of music, imaging and video. It’s not only young people that want everything here and now…the whole market is beginning to see the value in digital connectivity and portability.”

Tony Massimini, Chief of Technology for Semico said, “Video game consoles will incorporate next-generation platforms that will feature wireless and broadband options.” The growing debate is between PC-centric versus game console media hubs. There is a real opportunity for a new company to take over the premier spot in the connectivity market with a solution that transcends the PC.

Sign up at http://www.semico.com/eventoutlook/main-register.htm

Semico Outlook Conference
Wyndham San Jose
1350 North First St., San Jose, California 95112
Contact Semico Research at 602-997-0337

Agenda
7:30-8:30 Registration & Breakfast
8:30-9:30 Overview
Semiconductor Industry Forecast
CAPEX & The Semiconductor Sales Forecast
New Markets, New Requirements & New Semiconductor Opportunities
9:30-10:00 Break
10:00-11:00 Connectivity Panel
Automotive
Manufacturing
Micro Logic
MOS Logic
Communications
11:00-11:30 Q&A
11:30-1:00 Lunch and Keynote
President of TSMC North America
1:00-2:15 Portability Panel
Portable Communications
Volatile Memory
Portable Entertainment
Nonvolatile Memory
2:15-2:45 Q&A
2:45-3:00 Wrap Up

Data to be delivered:

• Media Hub Forecast
• WW Automotive Semiconductor Sales
• Total Semiconductor IP Sales
• Foundry Wafer Forecast
• The new cell phone market
• Volatile memory forecast
• Nonvolatile memory forecast
• Forecast of DRAM Growth
• NOR and NAND Revenue Forecast
• MP3 Player Regional Forecast
• Portable Media Player Vendor Market Share

Topics to be addressed:

• The Triple Play: Audio, Video and Data Everywhere
• Will the media hub be a game box, a PC or something else?
• What wireless standards will dominate?
• Who will be the winners in the Micro Logic arena?
• Can this market afford an SOC solution?
• The impact on semiconductor manufacturing
• The entertainment center in your pocket: MP3 players, Portable Media Players, Handheld Games
• The new cell phone market
• Volatile memory requirements, solutions and a forecast
• Non-Volatile storage requirements, solutions and a forecast

About Semico
Semico Research Corp is a marketing and consulting research company located in Phoenix, Arizona. Semico was founded in 1994 by a group of semiconductor industry experts. We have improved the validity of semiconductor product forecasts via technology roadmaps in end-use markets. Semico offers custom consulting, portfolio packages, individual market research studies and premier industry conferences.

www.semico.com