Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: BWAC who wrote (14686)	4/28/2005 3:26:10 PM
From: Proud_Infidel	Read Replies (1) of 25522

March global chip sales hit $18.4 billion, says analyst Peter Clarke EE Times (04/28/2005 1:24 PM EDT) LONDON — Handelsbanken Capital Markets expects the three-month rolling average of worldwide semiconductor sales for March, due to be announced by the U.S. Semiconductor Industry Association in the next few days, to be $18.40 billion, the financial analysis company said Thursday (April 28). This would be up from $18.05 billion in February and up 12.9 percent compared with March 2004. This would mean that the "actual" semiconductor sales in March were $20.5 billion up from $17.32 billion in February and up 6.3 percent year-on-year. This would represent a continued cooling of the annual growth rate as the "actual" February sales were 9.6 percent ahead of the $15.80 billion posted for February 2004. The SIA's Global Sales Report (GSR) is tabulated by the World Semiconductor Trade Statistics (WSTS) organization as a moving three-month average to reduce the swings due to reporting effects from different companies. "We think chip orders improved in March, but companies held back production to keep their inventories low for the end of the quarter," said Bruce Diesen, strategist with Handelsbanken. "Handset and flash memory chip sales should be strong, while PC and analog chips are likely to be weaker in March," he added. The strength of the communications chip markets in the first quarter caused Handelsbanken to raise its estimate for 2005 annual chip market growth from 2 percent to 3 percent. Handelsbanken is in the middle of a range of estimates that go from single-digit percentage contraction to as high as 15 percent growth given by Malcolm Penn of Future Horizons (Sevenoaks, England).

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