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Press Releases

Capex Rocks in 2Q06: Semiconductor Industry Capex and Wafer Fab Equipment

Phoenix, Arizona October 17, 2005 - Semico Research has recently completed a study that demonstrates a relationship between advanced node capacity utilization and capital expenditure including wafer processing equipment bookings. Based on historical data, Semico found that advanced node capacity utilization is a primary leading indicator of how and when semiconductor companies will invest in new fabs in both upturns and downturns of the semiconductor cycle. Not surprisingly, rising capacity utilization predicts rising capex and falling capacity utilization predicts falling capex.

Jim Feldhan to Speak at SEMI Arizona Outlook Dinner

High Growth End Markets & Semiconductor Forecast Will be the Focus of President’s Presentation

Phoenix, Arizona October 17, 2005 - Semico Research announced today that Jim Feldhan, President, will be a featured speaker at the SEMI Arizona Outlook Dinner on October 19, 2005 from 6:00 p.m. to 8:00 p.m., at the Hilton Phoenix Airport Hotel.

Semico Sees 2006 as Start of Next Growth Cycle

SEMICO IPI - Source: Semico Research Corp.

Phoenix, Arizona September 15, 2005 - Semico’s Inflection Point Indicator (IPI) has shown strength for the last three months, triggering Semico’s projection for a healthy 2006 forecast, and the start of the next growth cycle. The upturn in the IPI began in May, when the IPI rose 4.6%. In June, the IPI registered a hefty increase of 6.6%, and remained elevated this month at 15.8.

Semico Predicts Good Growth Ahead for Semiconductor Industry

Phoenix, Arizona September 6, 2005 - Semico Research, the architect of the most accurate semiconductor industry inflection point indicator, today announced its prediction for greater than marginal growth over the next several years. “This is the time of year many forecasters come out with their views on where our industry is headed,” remarked Jim Feldhan, president of Semico. “The vital signs are positive and the industry is healthy. It is Semico’s projection, based on the Inflection Point Indicator (IPI), that we will experience good growth into 2008.

Rick Cassidy, President of TSMC North America to Keynote Outlook Conference

Semico says event will deliver the insight of tomorrow for the business plans of today.

Phoenix, Arizona August 16, 2005 - Semico Research Corp. has announced their keynote speaker for its annual outlook conference scheduled for Thursday, September 15, 2005, at the Wyndham Hotel in San Jose, CA. Mr. Rick Cassidy, President of TSMC North America will deliver the keynote.

SRAM Market Study—Second Quarter 2005

Semico Research Releases Report: SRAM Market Study—Second Quarter 2005

Phoenix, Arizona August 15, 2005 - According to a recent study by Semico Research Corp., Pseudo SRAM (PSRAM) is gaining ground. PSRAM has a one-transistor DRAM cell, as opposed to the typical six-transistor SRAM cell. The DRAM architecture gives PSRAM some strong advantages over low-power 6T SRAM, namely smaller size and competitive pricing. Manufacturers that account for 90% of the total SRAM market now make PSRAM.

Semico Continues to Predict Upturn in 2006

Semico IPI - Source: Semico Research Corp.

Phoenix, Arizona August 9, 2005 - Data going back to 1984 shows Semico’s Inflection Point Indicator (IPI) registered a historical 16.5 in June, the highest IPI on record. This month’s IPI represents an improvement of 6.7% from the May IPI. It also marked the second consecutive month the IPI increased, up from 14.9 in April and 15.5 in May.

Semiconductor Intellectual Property: The Market Hits Its Stride

Phoenix, Arizona August 3, 2005 - Semico says Semiconductor Intellectual Property (SIP) is the next killer catalyst for semiconductor growth. This position taken on the cusp of their IP event in June has gained momentum from their latest research report projecting the market to reach over $4,137.2M with a CAGR of 23.2% by 2009.

NOR Pricing and Forecast—Second Quarter 2005

Semico Research Releases Report: NOR Pricing and Forecast—Second Quarter 2005

Phoenix, Arizona August 1, 2005 - The NOR flash market, currently enduring a period of declining revenues, will have trouble exceeding NAND’s sales for the first time this year according to a forecast just published by Semico Research Corp. This transition has been accelerated by NOR’s oversupply coinciding with an unanticipated NAND shortage.

NAND Pricing and Forecast—Second Quarter 2005

Semico Research Releases Report: NAND Pricing and Forecast—Second Quarter 2005

Phoenix, Arizona July 28, 2005 - What if your market were growing so fast that you could never quite match supply with demand? That’s what NAND makers are facing now, and according to Semico Research Corp., the phenomena is bound to continue. The firms latest NAND forecast points to the market’s enormous growth, and its upside demand from unexpected new applications which has been taxing manufacturers’ ability to match supply with demand, causing unexpected price collapses and shortages.