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Tight Capacity Forces Improved Productivity

Phoenix, Arizona May 3, 2010 - Semiconductor units are expected to increase by 24% in 2010, while wafer demand is only going to increase by 17%. Why is wafer demand growing at a slower rate?
One reason is that the industry is in a tight capacity situation. Manufacturers find ways to be more efficient when they have to. Certain product categories are tighter than others.

iPad: The iPhone on Steroids?

Phoenix, Arizona March 30, 2010 - The Apple iPad will be shipping April 3, 2010. If you have already pre-ordered, you will get it at that time. If you still need to order the iPad, you will be waiting until after April 12. According to recent news items, the pre-order levels may have exceeded Apple’s initial expectations.

DRAM Reversal of Fortune, Now What?

Phoenix, Arizona March 25, 2010 - Semico forecasts 2010 DRAM revenue increases of greater than 70%, as compared to revenues in 2009. This comes on the heels of 33% and 40% sequential revenue increases in 3Q’09 and 4Q’09 respectively. DRAM ASPs have increased 108% since the industry reached its bottom in December of 2008. The DRAM industry began recovering from that point on, and from October of 2009 to January of 2010 DRAM ASPs have increased another 18%. Industry indications show no signs of ASP deterioration, which will contribute to robust DRAM revenues in 2010.

SoC Design Starts with Mixed Signal Functionality to Grow 22% in 2010.

Phoenix, Arizona March 24, 2010 - The rise in applications demanding increased connectivity and portability have converged to offer new opportunities for mixed signal ASICs. This has come primarily in the form of adding mixed signal functionality to what had been all-digital System-on-a-Chip (SoC) designs. This trend has also impacted the programmable logic market, most notably Field Programmable Gate Arrays (FPGAs) where high speed Serializer-Deserializer (SerDes) channels have been added to facilitate high speed communications channels.

Semico Annouces Outlook Event

Phoenix, Arizona February 16, 2010 - Semico Research Corporation today announced that they are hosting the "Semico Outlook" executive forum, "Technology in the Palm of Your Hand," on March 2, 2010 at the Doubletree Hotel San Jose.

Semico Outlook is a day-long session of executive keynotes and panels modeled after the highly successful "Semico Summit." Over the years, Semico Summit built a reputation as the premier semiconductor industry executive forum.

Top 5 High Growth Markets Supports Semico’s Predictions of 2009 and 2010

Semiconductor Industry to See Strong Gains in the Consumer Market

Phoenix, Arizona October 13, 2009 - At the beginning of 2009 Semico predicted the exact month the semiconductor industry would rebound. The downturn is now firmly behind us, and much of that is due to strong growth in the consumer market, helping third quarter semiconductor revenues increase by 16.8%. Out of over 40 end use markets, Semico has identified the top 5 that have contributed to the recovery and which will continue to provide large growth for the industry.

Consolidation Changing the Foundry Landscape

Phoenix, Arizona September 8, 2009 - Change is on the horizon. Advanced Technology Investment Company LLC (ATIC) and Chartered Semiconductor Manufacturing (Chartered) have entered into a definitive agreement whereby ATIC will acquire Chartered. What does this mean? Semico does not think that TSMC will be ‘dethroned’ as the leading foundry but it does mean that the number two spot is definitely up for grabs. Semico’s data indicates that by 2011, the combined GlobalFoundries/Chartered company will out pace UMC in terms of advanced capacity available for production.

Looking for Sales in All the Right Places: Used Semi Equipment

Potential Equipment Sale to TI Confirms Opportunity Identified In Semico Study
Used Semiconductor Manufacturing Equipment: Looking for Sales in All the Right Places

2009 Semiconductor Capex: Are We Headed for a Shortage?

Phoenix, Arizona August 11, 2009 - In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery. “We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research.

Semico Executive Briefs: 30 Markets in 30 Minutes

A quick, yet in-depth guide to 30 key electronic markets

Phoenix, Arizona July 28, 2009 - The naysayers and skeptics believe it will take two years, maybe more, to return to 2007 electronic and semiconductor sales levels and that growth will never reach high double digit rates again. Semico believes otherwise. Jim Feldhan, president of Semico Research does see a change in consumer buying patterns. The new consumer is a "value consumer". We may no longer be buying bigger homes, but instead, opting for goods that improve our lifestyle, such as a smart phone or a netbook.

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