Breaking News
Comments
Oldest First | Newest First | Threaded View
Cowan LRA Model
User Rank
Manager
re: Foundry sales tumbled in December
Cowan LRA Model   1/10/2012 3:31:16 PM
NO RATINGS
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. Mike C.

Peter Clarke
User Rank
Blogger
re: Foundry sales tumbled in December
Peter Clarke   1/10/2012 3:47:33 PM
NO RATINGS
@Mike 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.

mcgrathdylan
User Rank
Blogger
re: Foundry sales tumbled in December
mcgrathdylan   1/10/2012 5:31:37 PM
NO RATINGS
Thanks Mike. I guess we'll have to wait and see what the numbers show, but I also agree that the y-to-y declines in sales by the foundries do not bode well for the overall market.



Flash Poll
Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Saddleback Sale – It's Happy Dance Time
Max Maxfield
Post a comment
It's no secret that I'm a huge fan of the products from Saddleback Leather. As I sit here at my desk, I'm wearing one of their 1¾" wide Tow Belts, upon which rests one of their Belt ...

Engineering Investigations

Air Conditioner Falls From Window, Still Works
Engineering Investigations
Post a comment
It's autumn in New England. The leaves are turning to red, orange, and gold, my roses are in their second bloom, and it's time to remove the air conditioner from the window. On September ...

David Blaza

The Other Tesla
David Blaza
5 comments
I find myself going to Kickstarter and Indiegogo on a regular basis these days because they have become real innovation marketplaces. As far as I'm concerned, this is where a lot of cool ...

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
47 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...