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Press Releases

Semico Predicts Restrained Recovery Beginning Late 3Q05

Semico IPI - Source: Semico Research Corp.
Phoenix, Arizona May 17, 2005 - Semico’s Inflection Point Indicator (IPI) registered 15.5 in March, down from 16.0 in February. This decline follows three consecutive months that the IPI has risen. Although the IPI gave back some of the ground it gained, the overall trend for the third and fourth quarter is still up.

Portable Media Players: Multimedia to Go

Digital homes of the future will store audio, video and data files that can be played either on computers or entertainment systems.

NAND to Experience Explosive Growth

NAND Skyrockets to $39 billion in 2008!

Phoenix, Arizona May 4, 2005 - Semico Research Corporation’s just-released NAND forecast underscores that market’s enormous growth, and shows that even with expected price collapses the market will shoot past NOR to become the second-largest memory market after DRAM.

Although NAND will experience a price slide in 2005 from an industry-wide overcapacity and the emergence of new competitors, the market will take a weaving path upwards, peaking at $38.9 billion in 2008 before a price collapse in 2009.

Semico Announces Speakers for Intellectual Property Conference

Semico says we’re amidst an evolution of Semiconductor IP.

Phoenix, Arizona May 2, 2005 - Semico Research Corp has announced its key speakers for its semiconductor intellectual property conference scheduled for Thursday, June 9, at the Wyndham Hotel in San Jose, California. John Bourgoin, CEO and President for MIPS Technologies, will deliver the afternoon keynote. “The semiconductor industry has developed a critical collaboration with the IP market and this cooperation is entering a new phase in its evolution,” stated Jim Feldhan, Semico president and CEO.

NOR Forecast to Grow

2006 Revenues Will Reach Record Levels

Phoenix, Arizona May 2, 2005 - The NOR flash market is bound to recover in strength after today’s period of declining revenues according to a forecast just published by Semico Research Corp. NOR is used in widespread applications, ranging from PCs and peripherals, through myriad consumer electronics devices and into the automotive and telecom spaces, driving this pervasive technology to grow in accord with the penetration of electronics into our lives.

DVD Recorders: Sayonara to the VCR

Sayonara to the VCR

Phoenix, Arizona April 25, 2005 - Consumers are saying sayonara to the VCR and local electronics stores are saying hello to more DVD players and DVD recorders. DVD has been one of the biggest electronics success stories in history. Although DVD players are now a staple in most homes in America and indeed around the world, most consumers still needed a VCR if they wanted to archive a favorite TV show or camcorder content. Now however, DVD recorders are becoming big business and rapidly taking the VCR’s place in homes all over the world.

IPI Shows Upturn in Late 3Q05

Semico IPI - Source: Semico Research Corp.

Phoenix, Arizona April 13, 2005 - Semico’s Inflection Point Indicator (IPI) registered 16.0 in February, up from 15.7 in January. This marks the third consecutive month that the IPI has risen. Since the IPI is designed to forecast the semiconductor market 8 to 9 months in advance, this further substantiates Semico’s prediction of an upturn in the market occurring in the 3Q05 timeframe.

DRAM Market to Slow in 2005

In 2004, the Corporate IT spending and PC replacement markets finally broke the economic chains that bound them.

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