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Baolt
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re: September, Q3 chip sales fall below par
Baolt   11/24/2010 9:37:06 PM
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what was the main factor on this slide at semi market growth compared to %36-7 at early stages? Capacity problems or overlooked sales margins?

Cowan LRA Model
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re: September, Q3 chip sales fall below par
Cowan LRA Model   11/6/2010 11:29:03 AM
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Hi Peter - based upon the September and 3Q10 sales numbers reported by the WSTS (as you posted) the Cowan LRA forecasting model predicts 4Q10 sales coming in at $78.614 billion (down 1.0 percent from 3Q10's sales). Consequently, 2010's sales forecast estimate is predicted to be $302.646 billion which corresponds to a yr-o-yr sales growth forecast estimate of 33.7 percent for 2010. Moreover the model's "first look" at 2011's sales growth forecast is 1.8%. However, I should point out that this first pass forecast expectation for 2011 will "evolve" each month as 2010 wraps up and as 2011 plays out. Mike C.

KB3001
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re: September, Q3 chip sales fall below par
KB3001   11/6/2010 12:58:19 AM
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A reflection of the state of the world economy as a whole.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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