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Semico Releases Cell Phone Forecast

Silicon Strategies:
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=471...

The cellular phone market is projected to peak this year, as growth will de-accelerate over the next several years, according to an analyst at Semico Research Corp. here.

NAND to Remain in Oversupply Until Mid-2006

Silicon Strategies:
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=471...

The current oversupply of NAND-based flash memories in the marketplace is expected to last until the middle of 2006, said Jim Handy, an analyst with Semico Research Corp. on Thursday (Sept. 9).

Silicon Strategies: Semiconductor Industry Hits "Bump in the Road"

Mark LaPedus,Silicon Strategies
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=471...

The semiconductor industry has hit a "bump in the road" as the business is heading towards negative territory in 2005, according to an analyst with Semico Research Corp. on Thursday (Sept. 9).

Foundries to Hit Overcapacity and Slowdown in 2005

Silicon Strategies
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=468...

Following a major ramp of 300-mm fabs in the marketplace, the silicon foundry business is expected to experience overcapacity and a slowdown in 2005, according to an analyst from Semico Research Corp.

300mm Fabs to Show Major Ramp

Silicon Strategies
Mark LaPedus
Phoenix, AZ September 9, 2004

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=472...

It's no wonder that analysts predict excess capacity in 2005: the total number of 300-mm fabs worldwide equates to some 100 200-mm plants in terms of overall wafer output.

Growing R&D Spending on New Memory Technologies

Solid State Technology
Phoenix, AZ September 1, 2004

http://sst.pennnet.com/Articles/Article_Display.cfm?Section=ARTCL&ARTICL...

Growing uneasiness over the ability to continue shrinking existing CMOS memory cells and the push toward portable electronics are helping to foster R&D on new memory technologies.

Electronic News: Semico Releases DRAM Forecast

Electronic News
Phoenix, AZ August 13, 2004

http://www.reed-electronics.com/electronicnews/article/CA444898?text=semico

Thanks to the success of “non-brand” or “white box” PCs, the term generic has taken on new meaning and is no longer considered the poor man’s brand of choice in this industry, according to Semico Research.

Electronics News: Semico's IPI Falls

Electronic News
Phoenix, AZ July 22, 2004

http://www.reed-electronics.com/electronicnews/article/CA438140?text=semico

Confirming the beliefs of many industry pundits, the latest Semico Research Corp. Inflection Point Indicator (IPI) declined from the previous month, signaling an impending slowdown next year.

Semico Warns of Slowdown in 2005

PHOENIX, Arizona July 21, 2004 - Semico Research Corp., the premier market research firm, today announced the latest Semico Inflection Point Indicator (IPI) declined from the previous month, signaling an impending slowdown in 2005. The IPI peaked two months ago, and the company will rely on the historical accuracy of its forecasting tool as a critical indicator of the industry status for the first half of 2005. The decline in this month’s IPI is the first real evidence the market will experience a downturn beginning in early 2005.

Structured ASIC Market Set to Expand - Semico

Electronic News
Phoenix, AZ 7/16/2004

http://www.reed-electronics.com/electronicnews/article/CA436979?text=semico

Shrinking market windows, lengthening design cycle times, higher design costs and shortened product life cycles are fueling the structured ASIC market and will provide it with the momentum to expand into the future, from $164.1 million last year to $1.4 billion in 2008, a CAGR of 54.4 percent, according to Semico Research Corp.

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