On May 4th last week I moderated a panel at the GSA Silicon Series Luncheon. The topic was Next-Generation Networks: The Evolution of Mobile Connectivity.
GSA put together a great lineup of speakers and panelists. The keynote speaker was Arpit Joshipura, VP & Head of Strategy, Communications, Ericsson who gave a [...]

Yesterday afternoon Intel reported first-quarter revenues of $10.3 billion with operating income of 3.4 billion and net income of 2.4 billion. Compared to first quarter 2009 revenues were up 44% operating income of 433% net income of 280% exemplifies the strength and intensity of the semiconductor recovery.
Gross margins have recovered to 64% indicating that [...]

Micron continues its tradition of innovative business strategies by buying distressed assets and creating highly productive joint ventures.  For DRAM, the company is projecting 160% bit growth per wafer from Q4 2009 – Q4 2011.  NAND is forecasted to achieve 114% bit growth per wafer over the same time.
Their copper and leading edge process drives [...]

Since the beginning of the year, Semico has described the semiconductor inventory reduction as an overreaction and we forecasted the resulting the V-shaped recovery for 2009. This recovery started to occur in Q2 and has continued through Q4. It’s hard to say how many times I was asked if this recovery truly has legs. [...]

Something very different happened in the semiconductor industry this past year. The sales downturn, although severe, was completely unlike any previous semiconductor industry downturn. Seeing the difference and understanding semiconductor industry dynamics leads to only one conclusion; Semico Research Corporation’s forecast: double digit increases in semiconductor sales, peaking in 2011, followed by a downturn starting [...]

Semico Research pops out the Champagne with a forecast that accurately pinpointed the industry turning point and magnitude.  Second quarter 2009 semiconductor revenues hit 17% growth over first quarter!  After a spectacular -24% plunge in Q4 2008 followed by a dismal -15% in Q1 2009, Q2 came roaring back! Semico never bought into the scenario [...]

At the Semico Summit in March my opening remarks covered the State-of-the-Industry and the unprecedented decline in the fourth quarter 2008. While many other market observers fell into the doom and gloom scenario predicting a 20-30% decline for 2009, Semico utilized it’s IPI, MAP Model and extensive industry experience to refute this conclusion.  Semico’s assertion  [...]