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What You Need to Know NOW About the High Density DRAM Module Market

Phoenix, Arizona September 21, 2010 - In 2008, the DRAM industry faced a supply glut. ASPs for DRAM chips fell precipitously and as a consequence, DIMM module revenues and profits fell as well. DRAM manufacturers slashed capacity output late in 2008 in order to tighten chip supply. Near the midpoint of 2010, demand began to recover as the overall global economy stabilized after all of the financial fallout. What resulted was a return to profitability for DIMM module OEMs and third-party module vendors.

Save the Date: Xilinx President and CEO Moshe Gavrielov to Speak at Semico Summit 2011

Phoenix, Arizona September 23, 2010 - Semico Research Corp. is proud to announce that Moshe Gavrielov 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. Mr. Gavrielov is the President and Chief Executive Officer of Xilinx, Inc.

The Changing ASIC Design Landscape

Phoenix, Arizona September 14, 2010 - The ASIC Design Start landscape has changed a lot in the last four years. Increasing design costs, rising design complexity, lengthening design cycle times, and the recent global economic meltdown have all had an impact, especially on the System-on-a-Chip (SoC) market. Semico Research Corp has published its analysis of these issues in a new report titled ASIC Design Starts: Recovery in the Markets.

Segway Inventor Dean Kamen to Keynote at Semico Summit 2011

Dean Kamen
Inventor, Founder of DEKA and FIRST

Phoenix, Arizona September 7, 2010 - Semico Research Corp. is proud to announce that Dean Kamen will deliver the Summit 2011 kick-off Keynote speech. The Summit will be held May 1-3, 2011 at the stunning InterContinental Montelucia Resort & Spa in Paradise Valley, Arizona. Mr. Kamen is an inventor and physicist, dedicated to developing technologies that help people lead better lives. He holds more than 440 US and foreign patents, many for innovative medical devices.

71 Applications Can't Be Wrong About ASIC Design Starts

Phoenix, Arizona August 31, 2010 - The worldwide financial meltdown of 2008-2009 impacted the ASIC design start landscape as many designs that were underway were either cancelled outright or were suspended pending a recovery in the end markets. Starting at the end of 1Q09, the market decline halted, markets stabilized and came roaring back in the second half of 2009 and into 2010.

Semico IPI Index Signals Caution for 2H 2011

Phoenix, Arizona August 23, 2010 - In August 2010, the Semico IPI Index (Inflection Point Indicator) experienced its first drop since December 2009. The Semico IPI Index signals changes in the direction of semiconductor sales growth one year in advance. Semico Research's growth rate for semiconductor sales already assumes a slower year in 2011 at 13% year over year growth compared to the 31% growth in 2010.

Digital Television: To 2D or 3D?

Phoenix, Arizona June 2, 2010 - Semico has just released our latest report on the Digital Television market titled Digital Television: To 2D or 3D? This report looks closely at the current trends influencing flat-panel displays, CRTs, and RPTVs across the world.

Semico expects the DTV market to grow to 290 million units in 2014, a CAGR of 6.3%. Not bad for a mature market. Because the television is the center of the home entertainment theater this report has implications for Blu-Ray, set-top boxes, audio equipment, etc.

Micro Logic Semiconductors: A Market on the Rebound

Phoenix, Arizona May 17, 2010 - Since 2H 2009 the Micro Logic market has been on an upswing. The momentum has been continuing throughout 2010. Semico foresees sustained growth for the next couple of years.

What is driving this growth? MPUs dominate revenues for ML. This reflects the renewed growth of the PC market. However, MCUs account for the unit volume. How is each of the MCU segments doing? Which markets are driving the growth for embedded control?

450mm Wafer Manufacturing: Who Needs It?

Phoenix, Arizona May 13, 2010 - Who needs 450mm wafers? When should pilot production realistically be expected? These questions and more are addressed in the most recent Semico report entitled “450mm Wafer Manufacturing: Who Needs It?”. As the semiconductor industry grows its way out of the 2008/2009 downturn, it’s inevitable that the debate over 450mm wafers will rear its head again. The major objection to 450mm wafers lies in the research and development cost, and the ability of all parties involved to benefit from the large investment.

Semiconductor Wafer Demand: Too Much Capacity in 2011?

Phoenix, Arizona May 10, 2010 - With semiconductor sales soaring to a possible 30% increase this year, companies are ramping up capacity to meet current and expected demand. But the capital invested during the balance of 2010 will not impact actual capacity until sometime in 2011. So does this mean an overcapacity situation in 2011?

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