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Flash SSDs Making Inroads into Computing

Flash Solid State Drives (SSD) offer great advantages for computing in terms of power consumption and compact size. However, as a replacement for Hard Disk Drives (HDD) it is difficult to compete on price in terms of memory storage per dollar.

Flash and SSD vendors are expected to continue to make improvements in density offering more GB/$, more reliable products, better wear-level algorithms, and longer write cycle lifetimes. Higher densities at consumer level prices will enable growth in mobile PCs.

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Digital Television: To 2D or 3D?

To go 2D or 3D, that is the question. Semico’s new Digital Television report takes a close look at the current trends influencing flat-panel displays, CRTs, and RP TVs across the world with a regional break-out that includes the Americas, Asia Pacific, China, Europe, and Japan.

Semico expects the DTV market to grow to 290 million units in 2014, a CAGR of 6.3%. Not bad for a mature market that is at the center of the home entertainment theater. This report has implications not only for DTV, but for Blu-ray, set-top boxes, audio equipment, etc.

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450mm Wafer Manufacturing: Who Needs It?

Who needs 450mm wafers? When should pilot production realistically be expected? These questions and more are addressed in the most recent Semico report entitled “450mm Wafer Manufacturing: Who Needs It?”. This report steps through the history of 300mm wafer adoption, the forecasted unit and wafer demand which will drive the need for more advanced capacity and takes a rational look at what this industry needs to do to continue on an innovation path.

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Wafer Demand Summary and Assumptions 1Q10

The Wafer Demand Summary and Assumptions is a quarterly publication. It includes an excel spreadsheet with annual wafer demand by product by technology from 2002-2013. Product categories include DRAM, SRAM, NAND, NOR, Other Non-volatile, MPU, MCU, DSP, Computing Micro Logic, Communications, Other Micro Logic, Programmable Logic, Standard Cell, Gate Array, Analog, Discrete, Optoelectronics, Digital Bipolar. In addition, there is a five-page summary write-up providing the major assumptions behind the forecast and changes from the previous quarter.

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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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