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Foundry Market Trends: No Longer "Taiwan-Centric", 3Q09

Change is on the horizon. Advanced Technology Investment Company LLC (ATIC) and Chartered Semiconductor Manufacturing (Chartered) have entered into a definitive agreement whereby ATIC will acquire Chartered. What does this mean? Semico does not think that TSMC will be ‘dethroned’ as the leading foundry but it does mean that the number two spot is definitely up for grabs. Semico’s data indicates that by 2011, the combined GlobalFoundries/Chartered company will out pace UMC in terms of advanced capacity available for production.

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Executive Briefs: 30 Markets in 30 Minutes

Published once a year, the Executive Briefs report is an executive summary of all the markets tracked in Semico’s MAP Model program. Overall, there are 30 end-use markets analyzed from the computing, consumer, and communications segments. Our analysis includes a look at each market’s production forecast, semiconductor content, geographic production, total available market, and wafer demand by production node over a five year forecast period.

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2009 Semiconductor Capex: Are We Headed for a Shortage?

In 2009, capital spending is down 35% from 2008. Semico expects spending to rebound significantly in 2010 as projects that have been on hold get the green light. A beneficiary of this increased spending will be the 200mm used equipment market, which will see higher demand coming from this recovery.

“We’re halfway through the third quarter, and we’ve already seen increased capex projections from a number of companies,” stated Adrienne Downey, Director of Technology Research. “Despite this turnaround, we think it may not be enough to prevent spot shortages in 2010.”

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Netbook PCs: A New Platform Battleground

Netbooks are a new emerging category of Personal Computers. There have been several efforts over the years for a low-cost and compact mobile PC. The introduction of the Intel Atom microprocessor in 2008 spurred the growth of netbooks, reaching 12.5 million units in 2008.
The key feature for a netbook is that it is designed primarily for web browsing and emailing. Thus, wireless connectivity to the Internet is necessary. Low-power consumption, compact design and light weight are essential.

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Foundry Wafer Pricing 2Q09

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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Netbooks: Harder, Better, Faster, Smaller

Netbooks, the newest trend to hit the computer scene, has seen amazing growth over the past year and is poised to see even more growth over the next five years. Semico expects a 31% CAGR between 2009 and 2013 as netbooks grow from 20 million units to 60 million units.

It is rare to see a product with such a niche target market grow so large so quickly, and in this report Semico explains what trends drive this market, who exactly is the target market, and what this all means for the semiconductor industry in the future.

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ASIC Design Starts By Key Applications Revisited II

This report looks at the ASIC Design Start universe by 66 end applications broken down by the major SIA categories of Computer, Communications, Consumer, Transportation and Industrial. The design starts for each end application are further broken down by the specific ASIC product type by year for 2007 – 2012. In addition, this breakdown is given for the unit shipments for each end application.

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