I agree. With TSMC's Dec sales falling more than 12 percent sequentially - versus a 6 percent fall in a more typical year - the market looks weak.
On the plus side TSMC's sales were toward the top end of guidance previously given. And check out Dialog's runaway sales.
Hi Dylan - these December 2011 monthly sales results for both TSMC and UMC do not bode well for global semi sales reaching greater than the $300 billion mark that the industry was supposedly going to surpass for the first time.
The latest run of the Cowan LRA Model's monthly sales forecast expectation for 2011 global sales (based on the recently posted WSTS's November HBR) came in at just marginally over $300 billion, namely $301.2 billion corresponding to a sales growth estimate of 0.95 percent for 2011 over 2010's sales of $298.3 billion. In order to surpass the $300 billion sales barrier, December 2011's will have to be greater than $26.2 billion. December's actual sales number should be posted by the WSTS on February 3rd, 2012 -- stayed tuned for the "wrap up" of 2011's global semi sales result and thus finding out if the $300 billion sales mark record for the industry is attained.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.