Generally I would say that my observations drew me to the conclusion that most of what was at CES this year was improvements on existing products technologies.  That is I didn’t see anything that was totally revolutionary.  There were two announcements made at keynote speeches that I found quite intriguing.
Qualcomm CEO Dr. Paul Jacobs gave [...]

Plug-in electric vehicles are here to stay and Semico Research believes that these vehicles will be in high demand by consumers. There are many advantages that electric vehicles provide.  A lower gas bill is just the start.  They also have fewer moving parts resulting in higher reliability, a quieter motor than internal combustion vehicles, lower [...]

At the Semico Summit this week Jim Feldhan said “2011 will see revenue growth of 8% however the Semico IPI indicates the second half of 2011 as the beginning of the next market slowdown.” What other evidence supports this hypothesis?

Approximately 100 tablet models are being introduced this year, each with a market share goal of [...]

The strongest earthquake ever recorded in Japan occurred Friday at 2:46 PM local time.  The earthquake and resulting tsunami were so powerful, the island shoreline was moved 8 feet!  Following the massive 8.9 earthquake was a tsunami that unleashed further devastation.  In the ensuing hours, additional damage reports coming from Japan reveals how damaging this [...]

Here we go again!
Speculators and  the uncertainty in the Middle East have once again fueled oil prices to its highest levels since 2008.  While Libya only contributes 2% to the global crude oil production it is a major regional player. Libya is Africa’s third-largest crude producer and has the largest oil reserves in Africa, approximately [...]

Over the past two years the semiconductor industry experienced one of the most dramatic business cycle swings in the history of the industry. Through the ups and downs, semiconductor technology continued to advance on a two-year cycle. But it’s more than just the electronics. We are changing the way we work, [...]

The WSTS/SIA released the August monthly semiconductor sales statistics Friday. Worldwide revenue was right in line with Semico’s forecast for the month of August. Worldwide sales were 0.4% higher than our forecast adding to our confidence that the market will top $298 billion or 31.8% growth for the year.
This is [...]

2010 will go down in the history books as one of the greatest recoveries the semiconductor industry has experienced. Contributing to this recovery was the fact that the industry underinvested prior to the downturn. In addition, the fears and uncertainty surrounding the length and depth of the recession and its impact on electronics [...]

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 [...]