Archive for August, 2010

Big Customers = Big Foundries, Opens Door for Others

Monday, August 30th, 2010

On Wednesday, September 1, 2010, GLOBALFOUNDRIES will be hosting its inaugural Global Technology Conference in Santa Clara. Attendance should be high as we all try to find out what GLOBALFOUNDRIES has up their sleeve to woo new business.
These technology forums are a great way to get broad audience coverage but all the [...]

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Its Not a Serial Number

Tuesday, August 24th, 2010

The 2010 Flash Memory Summit wrapped up last week in Santa Clara, CA.  Three days of breakout sessions, technical discussions, tutorials, flash exhibits and keynote speakers provided attendees with ample opportunity to gather intelligence related to the future of flash memory architectures.
Inevitably, most who attended are likely to come to the same conclusion; Denali’s reputation [...]

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Building up the Communications Infrastructure to Keep Pace with Consumer Demand

Monday, August 23rd, 2010

All of the interesting gizmos get the attention of the mainstream media and even the industry press.  The various smart phones, IPTV, iPads and other devices that connect to the internet, especially via wireless, generate a great deal of excitement and sales.
However, these devices need an infrastructure to support them. As more devices come into [...]

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Apple iPad in big demand, can Apple keep up?

Thursday, August 19th, 2010

Apple reported in its last financial results that as of June 26, 2010 it has shipped 3.27 million iPads.  This is the first quarter of availability for the iPad.  It is shipping at the rate of about 1 million units per month.  However, keep in mind that there was a large amount of pre-orders prior [...]

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E-reader Market Update

Tuesday, August 17th, 2010

When Semico released our e-reader report, one of the predictions we made was that Amazon would introduce an updated Kindle this quarter.  They were right on track and are estimating new orders will ship September 10th.  This was a highly anticipated step, considering all the new competition and great products being [...]

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If You Have Cell Phone Problems Tomorrow, August 4th, 2010…

Tuesday, August 3rd, 2010

On July 6th I talked about the sun entering into an active period. Its here! Early Sunday, August 1st there was an eruption on the sun’s surface, usually referred to as a coronal ejection. Tons of plasma were shot into space and are headed towards Earth. These ionized atoms are expected to arrive early tomorrow, [...]

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Joanne Itow Discusses the Secondary Equipment Market

Monday, August 2nd, 2010

Joanne Itow discusses how the secondary equipment market will thrive via the markets that don’t require 300mm fabs, including discretes, analog, sensors, etc. Included in the video are multiple charts, showing how these markets will grow. Semico has partnered with SEMI on a study that will be available in the 4th quarter.

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