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elctrnx_lyf
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re: Five predictions from IC Insights
elctrnx_lyf   1/12/2011 3:05:08 PM
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What is the effect of Tablets on the future IC market. These days looking at CES or any electronics vendors, evry one is actually talking about a Tablet.

pjduncan
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re: Five predictions from IC Insights
pjduncan   1/11/2011 11:33:16 PM
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''Pent up demand unleased for PCs, autos, etc.'' We don't need more unleased cars.

phoenixdave
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re: Five predictions from IC Insights
phoenixdave   1/11/2011 11:30:01 PM
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Will this be possible using current staffing or or we likely to see a hiring pickup with these numbers?

Ineedyourhelp
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re: Five predictions from IC Insights
Ineedyourhelp   1/11/2011 9:43:20 PM
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Yeah... Is Global Foundaries an Arab or (covert) Israeli company?

docdivakar
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re: Five predictions from IC Insights
docdivakar   1/11/2011 9:32:48 PM
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@dnenni: how about EUV? Pushed out to 2015? Nikon's Lithovision this year will be interesting, I suspect we will hear the same reasons for the delay as last year's! @sranje: if 2011 ends up being a double digit growth year for chip companies, you think hiring will keep pace? MP Divakar

sranje
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re: Five predictions from IC Insights
sranje   1/11/2011 6:52:52 PM
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Fully agree with Bill McClean - 2011 will likely be a double digit growth year for ICs. IC Insights has maintained that projection since September (unlike many far more conservative forecasters)

Baolt
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re: Five predictions from IC Insights
Baolt   1/10/2011 11:37:14 PM
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What about effect of GFs? UMC has fixed market share but GF is highly pushy, after Q4 '10 releases of TSMC i would doubt about 20% in '11 but growth for all foundries for sure, i agree on that.

dnenni
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re: Five predictions from IC Insights
dnenni   1/10/2011 9:10:59 PM
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Surprisingly I agree with all 5 and would add that the foundry business (TSMC) will grow 20% in 2011. D.A.N. www.semiwiki.com

Warren3
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re: Five predictions from IC Insights
Warren3   1/10/2011 8:23:57 PM
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Interesting enough. As recently as October IC Insights was saying 450-mm was a matter of "if not when". Now we have their first cut on when.



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