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SICAS capacity data loses TSMC and UMC

SICAS capacity data loses TSMC and UMC
by Bill Jewell on 10-19-2011 at 10:26 am

SICAS (Semiconductor Industry Capacity Statistics) has released its 2Q 2011 data with significant changes in membership. The data is available through the SIA at: SICASdata The SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or UnitedRead More


Semiconductor equipment spending beginning to decline

Semiconductor equipment spending beginning to decline
by Bill Jewell on 09-25-2011 at 7:41 pm

Semiconductor manufacturing equipment shipments have leveled off after a strong rebound from the 2008-2009 downturn. August 2011 three-month-average shipments based on combined data from SEMI (North American and European companies) and SEAJ (Japanese companies) were $2.9 billion, down from a peak of $3.2 billion in May Read More


Economic news not all bad for semiconductors

Economic news not all bad for semiconductors
by Bill Jewell on 08-30-2011 at 2:06 pm



The economic news lately has been bleak. U.S. GDP grew at an anemic 0.4% in 1Q 2011 and 1.0% in 2Q 2011 – leading to increased concerns about a double-dip recession. High government debt levels in the U.S. and several European nations have contributed to volatile stock markets. The news does not seem to be any better for the semiconductorRead More


Semiconductor Forecast 2010-2011 Update!

Semiconductor Forecast 2010-2011 Update!
by Daniel Nenni on 10-03-2010 at 10:35 pm

It’s that time of the quarter again, where the semiconductor analysts revise forecasts, passing off glorified guesstimates as valid financial planning data. They aren’t forecasts! They are observations! I blame these hacks for the 12.5% Silicon Valley unemployment rate! I blame these hacks for the dwindling available capitol… Read More


Warning Signs for Semiconductors!

Warning Signs for Semiconductors!
by Daniel Nenni on 06-13-2010 at 9:39 pm

Federal Reserve Chairman Ben Bernanke recently testified before Congress that the U.S. economy is recovering, and he predicts the nation will not experience a double-dip recession, or as I predicted a big “V” then a small “v” in my blog: China Semiconductor Bubble.

Bill Jewel from Semiconductor Intelligence agrees with Bernanke:… Read More


Semiconductor Capacity Shortages 2010

Semiconductor Capacity Shortages 2010
by Daniel Nenni on 05-31-2010 at 7:25 pm

In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages… Read More