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Chip market inventory growing, says iSuppli

8/24/2010 03:24 PM EDT
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BalaLak
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re: Chip market inventory growing, says iSuppli
BalaLak   8/26/2010 4:26:53 AM
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I do not believe that lead times are shrinking at foundries. This usually happens if they are running much less than their peak capacity, but they are running at peak capacities now which means there is a huge demand from semiconductor companies to build wafers. I know for a fact that semiconductor companies are quoting long lead times to their customers and there is no way this would be the case if lead times are shrinking at foundries. In fact, I believe the lead times are getting longer. It is true that there is a slowdown in systems shipments (http://www.eetimes.com/electronics-news/4206446/Semico-s-IC-forecast-index-takes-dip-semiconductor), but it's yet to catch up with the semiconductor industry.

yalanand
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re: Chip market inventory growing, says iSuppli
yalanand   8/26/2010 2:20:34 AM
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I wish this is not inventory bubble. Things might change overnight. Dow is falling like pack of cards and hitting new lows everyday. Just wondering if Semiconductor industry will carve its own way and come out of this double dip recession or will succumb to this recession needs to be see.

Robotics Developer
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re: Chip market inventory growing, says iSuppli
Robotics Developer   8/25/2010 8:14:29 PM
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The lead times from foundries are shrinking and chip inventories are building but in the contract manufacturing areas they are complaining about longer lead times for parts; I wonder how much of the buildup in inventories are for older parts that are being phased out of current or future production? It just might mean that there are high demand common components (thinking newest/latest technology) and low demand components that are in the high yield curves of production but have little demand. It would be nice to know a little more of the under the hood details: which types of chips are building inventories, which are in high demand, etc..

Sheetal.Pandey
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re: Chip market inventory growing, says iSuppli
Sheetal.Pandey   8/25/2010 2:29:04 AM
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Looking at how technology has overpowered a common man's life, there is no surprise that chip market is growing. I think now a man like to talk on his cell phone or listen to his ipod more than taking a walk or spending time quietly.

Luis Sanchez
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re: Chip market inventory growing, says iSuppli
Luis Sanchez   8/24/2010 8:59:58 PM
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Interesting article about the semiconductor’s industry. This increasing does allow to think that perhaps the demand has decreased. But according to the news, the inventory is growing as preparation for the demand that in the not so distant future is expected to rise. I just imagined when the Moore’s law is approached, the whole semiconductor industry would perhaps reach it’s third age and the sales would greatly reduce because the computers would stop getting faster, or reduction in size would not be possible. Then, the need for automated, media player, and all sorts of gizmos would shift from the semiconductor to perhaps the quantum mechanics electronics? Optical circuits? I wonder how inventories would look like when the modules are optical devices.

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