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Semico Annouces Outlook Event

Phoenix, Arizona February 16, 2010 - Semico Research Corporation today announced that they are hosting the "Semico Outlook" executive forum, "Technology in the Palm of Your Hand," on March 2, 2010 at the Doubletree Hotel San Jose.

Semico Outlook is a day-long session of executive keynotes and panels modeled after the highly successful "Semico Summit." Over the years, Semico Summit built a reputation as the premier semiconductor industry executive forum.

Top 5 High Growth Markets Supports Semico’s Predictions of 2009 and 2010

Semiconductor Industry to See Strong Gains in the Consumer Market

Phoenix, Arizona October 13, 2009 - 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.

Consolidation Changing the Foundry Landscape

Phoenix, Arizona September 8, 2009 - 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.

Looking for Sales in All the Right Places: Used Semi Equipment

Potential Equipment Sale to TI Confirms Opportunity Identified In Semico Study
Used Semiconductor Manufacturing Equipment: Looking for Sales in All the Right Places

2009 Semiconductor Capex: Are We Headed for a Shortage?

Phoenix, Arizona August 11, 2009 - 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.

Semico Executive Briefs: 30 Markets in 30 Minutes

A quick, yet in-depth guide to 30 key electronic markets

Phoenix, Arizona July 28, 2009 - The naysayers and skeptics believe it will take two years, maybe more, to return to 2007 electronic and semiconductor sales levels and that growth will never reach high double digit rates again. Semico believes otherwise. Jim Feldhan, president of Semico Research does see a change in consumer buying patterns. The new consumer is a "value consumer". We may no longer be buying bigger homes, but instead, opting for goods that improve our lifestyle, such as a smart phone or a netbook.

ASIC Design Starts: Sales and Opportunities

New ASIC Design Starts Reports

Phoenix, Arizona July 21, 2009 - Semico Research Corporation has just released two reports that provide both an historical analysis and forecasts the future of ASIC design starts.

Semiconductor Intellectual Property: Changes in Market Direction

Phoenix, Arizona July 6, 2009 - The 3rd Party Semiconductor Intellectual Property (SIP) market was not immune to the market forces unleashed in 2008 but managed to achieve a 4.9% growth. While this growth rate was much lower than historical trends, it is Semico’s view that the IP market will continue to outperform other semiconductor markets, and remain in positive territory with 2.9% growth in 2009. The positive growth is due to the trend for more and more IP to be incorporated into SoCs and other device types that use IP.

Netbook PCs: A Platform Battleground

Phoenix, Arizona June 25, 2009 - Netbooks are a new emerging category of Personal Computers. It has also become a new emerging battleground. There are two battles shaping up. The first is among the chip vendors – x86 vs. ARM. The second battle is the operating system – Microsoft vs. Linux.

Market Update: April Sales the Best in 15 Years

Phoenix, Arizona June 2, 2009 - At the Semico Summit in March, Jim Feldhan's opening remarks covered the State-of-the-Industry and the unprecedented decline in the fourth quarter 2008. While many other market observers fell into the doom and gloom scenario predicting a 20%-30% decline for 2009, Semico utilized its IPI (Inflection Point Indicator), MAP Model and extensive industry experience to refute this conclusion. Semico’s assertion was that inventories were not grossly out of balance in Q3 2008.

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