Ibexx, thread, pretty good forecasting article about overall semi market, 2001 and 2002 (from Brian K. on AMAT). This sounds good for Intel:
Still, analysts from Semico were bullish about several major chip markets for 2001, especially microprocessors, chip sets, and DRAMs.
Driven by decent PC growth, the worldwide "MOS micro logic" market will grow 26.5% next year, from $63.6 billion in 2000, to $80.4 billion in 2001, according to Tony Massimini, an analyst who track this industry for Semico. The "MOS micro logic" market refers to microprocessors, microcontrollers, and related products.
By 2004, the total market for these devices will hit $142 billion, Massimini predicted.
"The high growth market for these device will be in communications," he said. "The high-end of the microprocessor market will also remain strong, but the low-end of the microcontroller market is on a downward trend."
This sounds bad for Rambus (and anyone with big plans for it?):
In the short term, however, Garber was bullish--at least for some technologies. "We believe that DDR DRAM will become the next high-replacement for SDRAM," she said. "We believe that Rambus DRAMs will be a niche market. Rambus as a product is unclear. It's still plagued by high costs and low yields," Garber said, referring to the high-bandwidth memory format promoted by Rambus Inc. of Mountain View, Calif.
Message 14338392
Tony |
