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Press Releases and News

NAND to Experience Explosive Growth

NAND Skyrockets to $39 billion in 2008!

Phoenix, Arizona May 4, 2005 - Semico Research Corporation’s just-released NAND forecast underscores that market’s enormous growth, and shows that even with expected price collapses the market will shoot past NOR to become the second-largest memory market after DRAM.

Although NAND will experience a price slide in 2005 from an industry-wide overcapacity and the emergence of new competitors, the market will take a weaving path upwards, peaking at $38.9 billion in 2008 before a price collapse in 2009.

Semico Announces Speakers for Intellectual Property Conference

Semico says we’re amidst an evolution of Semiconductor IP.

Phoenix, Arizona May 2, 2005 - Semico Research Corp has announced its key speakers for its semiconductor intellectual property conference scheduled for Thursday, June 9, at the Wyndham Hotel in San Jose, California. John Bourgoin, CEO and President for MIPS Technologies, will deliver the afternoon keynote. “The semiconductor industry has developed a critical collaboration with the IP market and this cooperation is entering a new phase in its evolution,” stated Jim Feldhan, Semico president and CEO.

NOR Forecast to Grow

2006 Revenues Will Reach Record Levels

Phoenix, Arizona May 2, 2005 - The NOR flash market is bound to recover in strength after today’s period of declining revenues according to a forecast just published by Semico Research Corp. NOR is used in widespread applications, ranging from PCs and peripherals, through myriad consumer electronics devices and into the automotive and telecom spaces, driving this pervasive technology to grow in accord with the penetration of electronics into our lives.

DVD Recorders: Sayonara to the VCR

Sayonara to the VCR

Phoenix, Arizona April 25, 2005 - Consumers are saying sayonara to the VCR and local electronics stores are saying hello to more DVD players and DVD recorders. DVD has been one of the biggest electronics success stories in history. Although DVD players are now a staple in most homes in America and indeed around the world, most consumers still needed a VCR if they wanted to archive a favorite TV show or camcorder content. Now however, DVD recorders are becoming big business and rapidly taking the VCR’s place in homes all over the world.

IPI Shows Upturn in Late 3Q05

Semico IPI - Source: Semico Research Corp.

Phoenix, Arizona April 13, 2005 - Semico’s Inflection Point Indicator (IPI) registered 16.0 in February, up from 15.7 in January. This marks the third consecutive month that the IPI has risen. Since the IPI is designed to forecast the semiconductor market 8 to 9 months in advance, this further substantiates Semico’s prediction of an upturn in the market occurring in the 3Q05 timeframe.

DRAM Market to Slow in 2005

In 2004, the Corporate IT spending and PC replacement markets finally broke the economic chains that bound them.

Semico Study Looks at Wafer Demand by End Markets

End Markets Tell A Story

Phoenix, Arizona March 31, 2005 - The digital home and digital convergence topics have been gracing popular press and the consensus tells us the end markets have a story to tell. The latest research report by Semico answers what kind of impact this will have on wafer demand. It provides a comparison of wafer demand by technology for the overall semiconductor market, the ‘traditional’ markets and for the new markets.

LSI Logic Chairman and CEO Corrigan Keynotes Semico Summit

Managed growth, innovative solutions, and new consumer clusters are success factors.

Phoenix, Arizona March 18, 2005 - With the intensity of baseball coaches looking to assemble a winning season, more than 170 semiconductor industry executives gathered at this week’s Semico Summit to share their views on the market opportunities taking shape this year. Acknowledging that demand for “bread-and-butter” products like computers and cell phones will continue, but not drive the industry, consensus among this group of leaders was that consumers will drive demand for semiconductor chips.

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