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Semico Predicts Slow Year for DRAM in 2005

Phoenix, Arizona February 9, 2005 - Semico Research Corp’s latest 4Q04 DRAM report shows 3Q04 revenue was up a mere 1.2 percent over second quarter; however, it was up 53 percent compared to the same quarter in 2003. The Semico forecast was on the mark; grow more than 56 percent in 2004 with DRAM revenue totaling $26.8 billion.

Semico's IPI Points to Weakness in 3Q05

Semico forecasts both the U.S. economy and the worldwide semiconductor industry will experience a slowdown in 2005.

Phoenix, Arizona January 17, 2005 - Semico’s Inflection Point Indicator (IPI) showed a dramatic dip this month, indicating an increased risk of weakness in the 3Q05. The November IPI reading of 14.23 was down 5.8% from the October IPI of 15.12. This was the largest percentage drop in over three years, when the August 2001 IPI fell 8.0%.

Semico Reiterates 2004 Forecast

Semico says 3Q05 will be weaker than originally expected according to the latest reading of the Semico Inflection Point Indicator

Semico Announces Keynote For Upcoming Summit

Phoenix, Arizona December 15, 2004 - Semico says 8th Annual Summit will be the event of the year boasting high-level speakers who have demonstrated vision, leadership and a track record of success

Semico Announces Upcoming Nanotechnology Conference

Semico says nanotechnology will cast major impact on success in the semiconductor industry over the next ten years.

Semico Says 2004 Bright, 2005 Down

Embedded Star
Phoenix, Arizona September 20, 2004

http://www.embeddedstar.com/press/content/2004/9/embedded16292.html

Semico Research's outlook for 2004 and 2005 is the classic good news/bad news scenario. The Phoenix-based semiconductor market research company sees 2004 on course to finish the year with a stellar growth rate of 31 percent, or $218.7 billion.

Semico Forecasts Bright Future for Digital Home

Jessica Davis, Electronic News
Phoenix, Arizona September 16, 2004

http://www.reed electronics.com/electronicnews/article/CA453099?industryid=22119&industry=Consumer+Electronics

While growth in the overall semiconductor market is expected to slow from its historical 17 percent compound annual growth rate to something more like 10 percent, most of the industry has higher expectations for consumer electronics.

Semico Forecasts Slowdown in 2005

Semico Research’s outlook for 2004 and 2005 is the classic good news/bad news scenario.

Phoenix, Arizona September 16, 2004 - The Phoenix-based semiconductor market research company sees 2004 on course to finish the year with a stellar growth rate of 31 percent, or $218.7 billion.

Semico Says Industry Headed for Downturn

Jessica Davis, Electronic News
Phoenix, Arizona September 10, 2004

http://www.reed-electronics.com/electronicnews/article/CA452223

The semiconductor industry is headed for an imminent downturn in 2005, but nothing as deep or lengthy as the one the industry has recently recovered from.

The prediction came from analyst firm Semico Corp., which released its 2005 outlook this week, calling next year "a bump in the road."

Digital Home: Next Killer Market

Phoenix, Arizona September 9, 2004

The Digital Home

The proliferation of digital data has created the need to bridge data and consumer networks – the evolution of the digital home. The industry is constantly on the lookout for the next killer application. But times have changed - there will not just be one killer application. Instead, we view the digital home as the next killer market!

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