Press Releases

Phoenix, Arizona June 2, 2010 - Semico has just released our latest report on the Digital Television market titled Digital Television: To 2D or 3D? This report looks closely at the current trends influencing flat-panel displays, CRTs, and RPTVs across the world.

Semico expects the DTV market to grow to 290 million units in 2014, a CAGR of 6.3%. Not bad for a mature market. Because the television is the center of the home entertainment theater this report has implications for Blu-Ray, set-top boxes, audio equipment, etc.

Phoenix, Arizona May 13, 2010 - 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?”. As the semiconductor industry grows its way out of the 2008/2009 downturn, it’s inevitable that the debate over 450mm wafers will rear its head again. The major objection to 450mm wafers lies in the research and development cost, and the ability of all parties involved to benefit from the large investment.

Phoenix, Arizona May 3, 2010 - Semiconductor units are expected to increase by 24% in 2010, while wafer demand is only going to increase by 17%. Why is wafer demand growing at a slower rate?
One reason is that the industry is in a tight capacity situation. Manufacturers find ways to be more efficient when they have to. Certain product categories are tighter than others.

Phoenix, Arizona March 25, 2010 - Semico forecasts 2010 DRAM revenue increases of greater than 70%, as compared to revenues in 2009. This comes on the heels of 33% and 40% sequential revenue increases in 3Q’09 and 4Q’09 respectively. DRAM ASPs have increased 108% since the industry reached its bottom in December of 2008. The DRAM industry began recovering from that point on, and from October of 2009 to January of 2010 DRAM ASPs have increased another 18%. Industry indications show no signs of ASP deterioration, which will contribute to robust DRAM revenues in 2010.