Embedded Systems Conference
Breaking News
Comments
Cowan LRA Model
User Rank
Author
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.

mcgrathdylan
User Rank
Author
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.

Peter Clarke
User Rank
Author
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.



Radio
NEXT UPCOMING BROADCAST

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.
Flash Poll
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...