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Making NAND? Step Hard on the Gas: Third Quarter 2005 Pricing & Forecast

Makers Find it Tough to Keep Up with Demand!

Phoenix, Arizona November 22, 2005 - The NAND market is growing faster than any market in the history of the semiconductor market. Semico’s newly-released NAND forecast has found that NAND megabytes should grow by about 230% this year, driving revenues to jump a whopping 42% despite a price collapse that started in the second quarter.

Semico has modified its near-term growth projections, increasing its 2006 forecast from $11 billion to $13 billion, or a 25% jump over 2005’s revenues of $10.2 billion.

NOR Turns the Corner: Third Quarter 2005 Pricing & Forecast

2005 Revenues to Hit $7.2 Billion

Phoenix, Arizona November 21, 2005 - The NOR flash market has finally risen above its 2004 doldrums and is poised to grow significantly now through 2006, according to a just-released study from Semico Research Corporation. NOR revenues, which had been steadily sliding since the second quarter of 2004, pulled forward in the third quarter, and are on a track to grow by 19% in 2006. Semico expects to see the market return in force, with revenues peaking at nearly $13 billion by 2008.

Set Top Boxes: Ready, Set, Growth!

Semico Research Releases Report: Set Top Boxes: Ready, Set, Growth!

Phoenix, Arizona November 8, 2005 - Semico Research maintains its position that semiconductor sales opportunities are being created in emerging consumer markets. A recent study completed by the firm on the digital set top box market show both the semiconductor unit and revenue total available markets (TAMs) will continue to increase at double-digit CAGRs.

Semico Optimistic About 2006

Semico IPI - Source: Semico Research Corp.

Phoenix, Arizona October 18, 2005 - Four consecutive months of growth for Semico’s Inflection Point Indicator (IPI) is no fluke. The rise in the IPI points to a prominent growth cycle beginning in 2006. The IPI has shown increasing strength, rising from 2005’s low of 14.2 in April to a high of 16.0 in August. The August IPI is a slight improvement of 0.3% over July’s elevated IPI of 15.9.

Capex Rocks in 2Q06: Semiconductor Industry Capex and Wafer Fab Equipment

Phoenix, Arizona October 17, 2005 - Semico Research has recently completed a study that demonstrates a relationship between advanced node capacity utilization and capital expenditure including wafer processing equipment bookings. Based on historical data, Semico found that advanced node capacity utilization is a primary leading indicator of how and when semiconductor companies will invest in new fabs in both upturns and downturns of the semiconductor cycle. Not surprisingly, rising capacity utilization predicts rising capex and falling capacity utilization predicts falling capex.

Jim Feldhan to Speak at SEMI Arizona Outlook Dinner

High Growth End Markets & Semiconductor Forecast Will be the Focus of President’s Presentation

Phoenix, Arizona October 17, 2005 - Semico Research announced today that Jim Feldhan, President, will be a featured speaker at the SEMI Arizona Outlook Dinner on October 19, 2005 from 6:00 p.m. to 8:00 p.m., at the Hilton Phoenix Airport Hotel.

Semico Sees 2006 as Start of Next Growth Cycle

SEMICO IPI - Source: Semico Research Corp.

Phoenix, Arizona September 15, 2005 - Semico’s Inflection Point Indicator (IPI) has shown strength for the last three months, triggering Semico’s projection for a healthy 2006 forecast, and the start of the next growth cycle. The upturn in the IPI began in May, when the IPI rose 4.6%. In June, the IPI registered a hefty increase of 6.6%, and remained elevated this month at 15.8.

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.

Rick Cassidy, President of TSMC North America to Keynote Outlook Conference

Semico says event will deliver the insight of tomorrow for the business plans of today.

Phoenix, Arizona August 16, 2005 - Semico Research Corp. has announced their keynote speaker for its annual outlook conference scheduled for Thursday, September 15, 2005, at the Wyndham Hotel in San Jose, CA. Mr. Rick Cassidy, President of TSMC North America will deliver the keynote.

SRAM Market Study—Second Quarter 2005

Semico Research Releases Report: SRAM Market Study—Second Quarter 2005

Phoenix, Arizona August 15, 2005 - According to a recent study by Semico Research Corp., Pseudo SRAM (PSRAM) is gaining ground. PSRAM has a one-transistor DRAM cell, as opposed to the typical six-transistor SRAM cell. The DRAM architecture gives PSRAM some strong advantages over low-power 6T SRAM, namely smaller size and competitive pricing. Manufacturers that account for 90% of the total SRAM market now make PSRAM.

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