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Chip market set for modest growth in 2011

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Peter Clarke
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re: Chip market set for modest growth in 2011
Peter Clarke   1/13/2011 6:04:31 PM
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Interesting.....we will see who is right.

ScottenJ
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re: Chip market set for modest growth in 2011
ScottenJ   1/13/2011 4:39:19 PM
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I think your view is pessimistic. DRAM is certainly a concern but I don’t buy into the excess foundry capacity view. My detailed modeling of capacity versus demand for 2011 has utilization falling under 90% in Q1 due to seasonal factors but then running in the mid-nineties the rest of the year. ASP tends to follow utilization and with mid-nineties utilization I expect ASPs overall to be flat (worse case) to up (most likely) next year. My estimate is 10% growth.

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