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Press Releases and News

Semico Introduces New IPI Market Drivers

Market Drivers Report Will Highlight Select End-Use Markets

Phoenix, Arizona June 7, 2006 - Today, Semico Research announced a new addition to the Semico IPI subscription service called the Semico IPI Market Drivers Report. The original IPI, Inflection Point Indicator, was developed to assist in forecasting revenues approximately three quarters in advance. The company answered the need to provide executives and key company decision-makers an 8-9 month warning of an impending change in the direction of the semiconductor industry.

Capacity Utilization and Capital Expenditure Forecast 2003-2010

Fab Database Reveals More Fabs Needed to Meet Demand

Phoenix, Arizona May 25, 2006 - In Semico’s report forecasting capacity utilization and capital expenditure through 2010, the firm pinpointed Q206 as the time when companies will pick up the pace of capacity additions. As advanced node utilization rate reaches 100%, companies are accelerating or initiating build out of existing fabs and investment in new fabs. According to Semico’s study, Capacity Utilization and Capital Expenditure Forecast 2003-2010, ‘Capex will rise in both 2006 and 2007.’

SOI = Big ROI

In-Depth Analysis Breaks Traditional Perception of SOI Cost

Phoenix, Arizona May 22, 2006 - Last year Semico touted silicon-on-insulator (SOI) as one of the most effective solutions to achieve the kind of performance and power required by chips today. As it currently remains, the added cost of the substrate material is one of the perceived challenges hindering widespread adoption.

Flash Cards Growing, Finding New Applications

Semico Expects Flash Card Revenues to Grow Steadily into 2008

Phoenix, Arizona May 16, 2006 - Semico Research today declared the fastest-growing flash card market is camera phones superseding digital still cameras’ historical dominance. The cell handset market began incorporating flash cards in 2003 boosting demand and generating consumer interest. According to a recent study issued by Semico Research, the flash card market was approximately $8 billion in 2003, and will ramp to over $27 billion by 2008.

WiMAX, Wireless Expands its Boundaries

Emerging Wireless Broadband Technology Offers Significant Opportunities

Sir Robin Saxby, Chairman of ARM, Delivers Keynote at Semico Summit

Phoenix, Arizona March 23, 2006 - On Monday, March 13, 2006, Sir Robin Saxby, Chairman of ARM and Deputy President of the IEE, delivered the keynote presentation at the ninth annual Semico Summit. Titled “Don’t Just Survive, Thrive”, his presentation stressed the importance of innovation in order to thrive in the semiconductor market. Sir Robin began by pointing out that the industry growth in the 80’s and 90’s was based on scaling of computing power at the expense of power consumption.

Frans Van Houten, CEO of Philips Semiconductors, Delivers Semico Summit Keynote

Phoenix, Arizona March 23, 2006 - “The key features of a successful business: teamwork, strategy, passion and being fit,” stated Frans van Houten, CEO of Philips Semiconductors, in a keynote presentation delivered recently at the ninth annual Semico Summit. The companies struggling in the marketplace are the ones that have lost their passion, he added.

Semico and SEMATECH Announce Linked Public Conferences

Semico contact:
Jim Feldhan
602-997-0337
jimf@semico.com

SEMATECH contact:
Dan McGowan
512-356-3440
dan.mcgowan@sematech.org

Phoenix, Arizona January 18, 2006 - The International SEMATECH Manufacturing Initiative (ISMI) and Semico Research Corporation this month will offer linked public conferences that will assess manufacturing challenges and evolving business strategies in the semiconductor industry.

Foundry Supply and Demand: Dynamic Markets Impose Hard-hitting Strategies

Phoenix, Arizona November 28, 2005 - As Semico predicted, the foundry market experienced a challenging 2005. Over capacity in the first half of the year and increased competition amongst foundry suppliers caused foundry wafer prices to collapse. However, according to Semico’s latest study on foundry supply and demand, market conditions will improve in 2006. Wafer demand will increase by 23% and total foundry revenue will increase by 29%.

So what are some of the factors impacting foundries future? What’s around the corner for the foundries and their customers?

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