Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
Peter Clarke
User Rank
Author
Re: Corridor of uncertainty
Peter Clarke   7/19/2013 4:22:21 AM
NO RATINGS
In the past the general rule has been that the "bottom-up" sector-specific analysts tend to under-call these things (perhaps reflecting pressure not to talk-down the market) while the finance-funded analysts from the brokerage houses with more of a top-down view have tend to be closer to gettings things right.

But things change.

One thing that feels slightly different this year is the memory market situation with stronger ASPs. Even if the consumer market dips in the second half I am thinking stronger memory sales based on rising ASPs could help. 

Tom Murphy
User Rank
Author
Re: Corridor of uncertainty
Tom Murphy   7/18/2013 4:42:07 PM
NO RATINGS
Good question, Peter.  I'm inclined to think that -- combined with news from other tech companies and equipment makers -- there are signs of a slowdown. The big question is how deep and how long.  The smaller question is who would be immune?    Which are the safest areas of the semi market, even if the broad market slows?

Peter Clarke
User Rank
Author
Corridor of uncertainty
Peter Clarke   7/18/2013 1:20:48 PM
NO RATINGS
We are starting to enter of period of semiconductor economy uncertainty.

Is inventory still being drawn down or has the market turned, and if so how fast is inventory building?

Peter Clarke
User Rank
Author
Corridor of uncertainty
Peter Clarke   7/18/2013 1:14:52 PM
NO RATINGS
We are starting to enter of period of semiconductor economy uncertainty.

Is inventory still being drawn down or has the market turned, and if so how fast is inventory building?



Radio
LATEST ARCHIVED BROADCAST
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.

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
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 ...