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Memory Wafer Demand and Capacity Analysis

Phoenix, Arizona November 20, 2007 - The most far-reaching development in semiconductor production in this decade was development of a non-volatile memory technology with manufacturing similarities and volume requirements approaching that of DRAM. This newfound opportunity to balance fab requirements between two high-volume products has permanently altered the dynamics for both of these ultra-competitive products.

Where the Smart Money Goes in Semiconductors

Phoenix, Arizona November 16, 2011 - When you think of profitable semiconductor categories, what comes to your mind? In a good year, NAND and DRAM can be very profitable. Considering Intel's size and position in the market, Micro Logic would be another good guess. But the smart money goes to the Analog market for long-term, stable profitability. The analog segment is the subject of a new study just released by Semico Research Corp., Analog Market Trends: Fourth Quarter 2011.

Semico Forecasts 2011 Revenues will be Down 1.4%

Phoenix, Arizona November 2, 2011 - As we head into November, Semico's forecast of a weak second half is showing to be accurate. June, July, and August all had poor performance and according to the IPI, we will see that trend continue into 1Q12. February of 2012 is still forecasted to be the bottom as OEMs are currently burning off inventory while foundries cut back on capital expenditures.

Semico CTO Tony Massimini to Speak at MEMS Executive Congress

Tony Massimini
Chief of Technology
Semico Research

Phoenix, Arizona October 25, 2011 - Tony Massimini, Chief of Technology for Semico Research, will speak at the MEMS Executive Congress on November 2, 2011. Tony will provide a semiconductor and MEMS market outlook during the MEMS Market Analyst Panel, to be held from 2:10-4:30pm.

Power Management Controls the World

Phoenix, Arizona October 18, 2011 - Power management ICs (PMICs) are your friend. These overlooked, but very necessary devices, help manage and prolong battery life in the indispensable electronics we all rely on: iPhones, iPads, Droid phones, Blackberries, laptops, etc.

45nm and Below Grabs 24% of Wafer Demand in 2011

2011 Wafer Demand by Product by Technology Phoenix, Arizona October 14, 2011 - The economic malaise in Europe and the U.S., along with the natural disasters around the world, have put a damper on 2011 semiconductor sales. Heading into the holiday buying season, consumer confidence is low and inventories are higher than preferred. OEMs are, at best, cautious and in most cases, pessimistic about their markets. Semico expected a shakeout in the tablet market and anticipated slower economic growth; however, conditions in the 3rd quarter prompted a downward adjustment to the forecast.

Analog to Reach $61.9 Billion by 2015

Phoenix, Arizona October 4, 2011 - The semiconductor market may be experiencing a downturn, but that doesn't have to mean all news is bad news. Analog, within the Computing, Consumer, and Communications markets, will see some strong growth over the next few years, growing 13.8%, 8.6%, and 12.8% in 2011, 2012, and 2013 respectively. These numbers are pulled from our MAP Model database, Semico's way to track semiconductor migration within end-use markets. This method accounts for about 80% of the overall market.

Semico CTO Tony Massimini to Speak at SEMI Event in Phoenix

Tony Massimini
Chief of Technology
Semico Research

Phoenix, Arizona September 27, 2011 - The Semiconductor industry was on a path to break $300 billion U.S. dollars in 2011, only to stagnate this summer as worries of excess inventories and lackluster demand plagued manufacturers. At the SEMI Arizona Breakfast Forum on October 11, 2011, several industry leaders will present their views on challenges the industry faces on its way to recovery.

Semico's MAP Model Indicates High Growth for MEMS in All Mobile Phones

Phoenix, Arizona September 20, 2011 - MEMS devices in cell phones provide a variety of functions. There are inertial sensors such as accelerometers and gyroscopes, motor drivers that control the autofocus function for the camera, microphones and microspeakers. A high-growth area is RF MEMS, replacing the RF transceiver, which has traditionally been an application-specific analog part. The oscillator is moving from a standard crystal to a MEMS version. Micro-mirrors support picoprojectors and Qualcomm's Mirasol display.

Complex SoC Silicon and Software Design Costs Are Skyrocketing

Phoenix, Arizona August 16, 2011 - Today, everywhere we turn, we hear speakers give presentations at conferences and industry events despairing how the rise in silicon design costs hampers the semiconductor industry's growth path. As part of this problem, we now recognize that software design costs have eclipsed silicon design efforts and have become the largest portion of the SoC creation effort.

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