Author's Latest Posts


Memory Market: More Than ASPs At Risk


By Adrienne Downey and Jim Feldhan In June 2016, the memory market emerged from its slump after reversing its 12-month ASP decline. Since then, we’ve seen a strong rebound for ASPs in both DRAM and NAND. Contributing to this recovery was the increasing demand in memory content per device across all end markets combined with a more controlled capital investment over the past several years.... » read more

2017 Off To A Good Start, January Up 10.6% Year Over Year


January 2017 semiconductor sales exceeded $29 billion, representing a 10.6% increase over January 2016 and a decline of 10% from December 2016. The average weekly industry ship rate for January was $7.3 billion. Extending this ship rate for the year would produce an annual revenue of $380 billion or 10% growth. Semico is forecasting a couple of slow months and some price degradation on a few ke... » read more

Hello, It’s Your Pet Calling


As we entered into the new year of 2016 with the worldwide economic cloud of uncertainty hovering like an unregistered drone—particularly in China—CES was still setting records. Bustling with more than 170,000 attendees and more than 3,600 companies displaying their new products, the event was as hectic as ever. There was a big showing from all the major automotive manufacturers and supp... » read more

New System Requirements Demand a Creatively Choreographed Ecosystem


In the past, integrated circuits, packages and boards were all designed independently, and yet in most cases still managed to fit together with very few functional or technical problems. However, recent advances in chip performance have changed this process dramatically. New designs, processes and materials already have been seen in packaging as high-performance semiconductor chips need to c... » read more

Predictions For A Good Year


First quarter 2015 is now history, and companies will soon be reporting their Q1 earnings. Here at Semico we’ve checked the IPI Index against our forecast and year-to-date actuals to see if the industry outlook is on track for 2015. Here’s the critical review. First of all, Semico’s forecast for total semiconductor sales in 2015 is $378 billion, up nearly 9% over 2014. Units will incre... » read more

Another Inventory Glut?


For nearly a year, Semico’s IPI index has been indicating that the fundamental demand in the second half of 2014 would be seasonally weak. Back in early 2013, our initial view for 2014 was a 10% market growth. However, as the IPI declined in the second half of 2013 we revised our semiconductor revenue forecast down to 7.3% heeding the warning that was projected by the Semico IPI index. This w... » read more

Mid-Year Market Review: A Tale Of Two Halves


The month of July brings 110-degree weather to Phoenix and a welcome trip to San Francisco for Semicon West. It also means the year is half over and it’s time to assess mid-year market dynamics. Spirits were high last week at Semicon West. Most equipment vendors made significant revenue gains in the first half of 2014 and expect the second half of the year to be just as good or even bette... » read more

New Rules For DRAM


By Jim Feldhan DRAM revenues grew by more than 30% in 2013. Average selling prices increased more than 45% as capacity constraints especially for LPDRAM, motivated the transition from 2GB density parts up to 4GB DRAM units declined by almost 10%. Revenue growth rates of more than 30% combined with a declining unit base are not new to the memory market. But 2013 was a pivotal year for DRAM. ... » read more

Dissecting The Numbers


In the annals of semiconductor history, July is typically the worst month of the year in terms of sequential monthly change. Going back to 1997, semiconductor sales in July are usually down 10% to over 30%. The chart below shows a pictorial representation of the monthly percent change in July over June for the last 16 years. We’re not implying that everyone should break out the party hats,... » read more

Following The Money


By Jim Feldhan There are many trends in the semiconductor industry that are easy to identify because the moves make a huge statement. A few of the major changes that we’ve all observed include the shift from a computer application focus to consumers, the growth of mobile devices, and the shift of semiconductor dominance from the U.S. to Japan to Asia Pacific. One of Semico’s jobs is to ... » read more

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