Semiconductors Down 2.7% in 2012, May Grow 7.5% in 2013

Semiconductors Down 2.7% in 2012, May Grow 7.5% in 2013
by Bill Jewell on 02-06-2013 at 10:29 pm

The world semiconductor market in 2012 was $292 billion – down 2.7% from $300 billion in 2011, according to WSTS. The 2012 decline followed a slight gain of 0.4% in 2011. Fourth quarter 2012 was down 0.3% from third quarter. The first quarter of the 2013 will likely show a decline from 4Q 2012 based on typical seasonal patterns and theRead More


Semiconductor market negative in 2012

Semiconductor market negative in 2012
by Bill Jewell on 11-15-2012 at 12:30 am

September WSTS data shows the 3Q 2012 semiconductor market increased 1.8% from 2Q 2012. The year 2012 semiconductor market will certainly show a decline. 4Q 2012 would need to grow 11% to result in positive growth for 2012. The outlook for key semiconductor companies points to a 4Q 2012 roughly flat with 3Q 2012. The table below showsRead More


iPhone 5: Boost to semiconductor market?

iPhone 5: Boost to semiconductor market?
by Bill Jewell on 09-25-2012 at 11:03 pm

Image RemovedThe release of Apple’s iPhone 5 has led to much speculation on its impact on the economy. An analyst at J.P. Morgan estimated the iPhone 5 could add $3.2 billion to U.S. GDP in the fourth quarter, adding ¼ to ½ point to the GDP growth rate.

Analysts’ estimates for total iPhone sales in 4Q 2012 are in the range of 46 million Read More


Semiconductor Supply and Demand in 2010/2011

Semiconductor Supply and Demand in 2010/2011
by Daniel Nenni on 10-22-2010 at 6:41 pm

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The semiconductor analysts are at it again, revising numbers, polishing their guesstimates, and patting each other on the back for being equally as inaccurate. I blame these crystal ball hacks for the semiconductor shortages and price hikes we are experiencing today.

These people get paid to guide investors, and… Read 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


2010 Semiconductor Foundry Update: Consolidation!

2010 Semiconductor Foundry Update: Consolidation!
by Daniel Nenni on 05-16-2010 at 6:46 pm

It has been an interesting month in the semiconductor business. Record revenues, profits, aggressive expansion plans, something we have not seen before and may not see again. Let’s start in Taiwan then move to Silicon Valley, Upstate New York, China, and Korea, with a look at: financials, capacity, and consolidation.
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Semiconductor IP Innovation

Semiconductor IP Innovation
by Daniel Nenni on 12-14-2009 at 11:23 pm

By definition:
Invention is a new composition, device, or process.
Innovation is a new way of doing something or “new stuff that is made useful”.
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Even better:

Invention is the conversion of cash into ideas.

Innovation is the conversion of ideas into cash.

In an industry bound by technical standards and the law of physics,… Read More