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Apple iPad: A New Computing Paradigm or the iPhone on Steroids?

The Apple iPad will be shipping April 3, 2010. If you have already pre-ordered, you will get it at that time. If you still need to order the iPad, you will be waiting until after April 12. According to recent news items, the pre-order levels may have exceeded Apple’s initial expectations.

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Foundry Wafer Pricing 1Q10

The Semico Foundry Wafer Pricing report is published twice a year. It includes quarterly prices for wafers manufactured at foundries utilizing a logic process at 0.35µm, 0.25µm, 0.18µm, and 0.13µm on 200mm wafers. It also includes pricing for 90nm and 65nm on 300mm wafers. Actual prices are presented for six quarters, including the present quarter, and a forecast for the next two quarters are provided. Prices are differentiated by low and high volume runs. There is additional segmentation for metal layers by technology, with a total of seven different metal layers represented.

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Positive Signals From The Mixed Signal Market - A Market Analysis and Forecast

The rise in applications demanding increased connectivity and portability have converged to offer new opportunities for mixed signal ASICs. This has come primarily in the form of adding mixed signal functionality to what had been all-digital System-on-a-Chip (SoC) designs. This trend has also impacted the programmable logic market, most notably Field Programmable Gate Arrays (FPGAs) where high speed Serializer-Deserializer (SerDes) channels have been added to facilitate high speed communications channels.

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DDR3 Crossover, DRAM Prosperity In 2010

2009 In Review, DDR3 Crossover, DRAM Prosperity and Shortages In 2010, provides invaluable insight into where the memory segment is headed and why. With a detailed quarterly review of ASPs, unit shipments and revenues for 2009 and 2010, the numbers rise to the surface and tell the story of what to expect over the next several months within the volatile DRAM segment. Capital expenditures, bit growth rate, DDR3 Crossover, and detailed forecasts through 2014 are all included.

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Digital Photo Frames: Hanging on the Holidays

Digital photo frames are a popular gift that have begun to integrate themselves into the average home. Digital photo frames have recently become more popular as the ASP has decreased and online photo storage services have increased. Semico expects a 57% CAGR between 2009 and 2013 as digital photo frames grow from 10.3 million units to over 62 million units.

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E-readers: Reader Me This, Reader Me That

The E-reader is a highly talked about device that is picking up steam in the consumer industry. While developed in the late 90s, they have only recently become popular, with the release of Amazon's Kindle and more recently, Barnes and Noble's nook. Semico expects a 66% CAGR between 2009 and 2013 as E-readers grow from 3.7 million units to approximately 28 million units.

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5 High Growth Markets

At the beginning of 2009 Semico predicted the exact month the semiconductor industry would rebound. The downturn is now firmly behind us, and much of that is due to strong growth in the consumer market, helping third quarter semiconductor revenues increase by 16.8%. Out of over 40 end use markets, Semico has identified the top 5 that have contributed to the recovery and which will continue to provide large growth for the industry.

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