TI, Qualcom and National were all very similar;
I believe in case there would be serious inventory problem the sell off would be more severe.
Q1 is usually always weak.
QCOM is largest fabless IC maker and both TI and National farm out advanced applications to foundries as far as I understand.
I thought TSMC would report February sales today though they probably won't comment regards future.
Maybe soon the next downturn is priced in and we can focus on the next upturn :o))
UMC and MediaTek see revenues drop in February
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Cage Chao, Taipei; Rodney Chan, DigiTimes.com [Wednesday 8 March 2006]
Pure-play foundry United Microelectronics Corporation (UMC) and its IC design subsidiary MediaTek yesterday reported that their February revenues dropped 11.5% and 19.3%, respectively, compared to January due to fewer working days.
UMC posted NT$7.52 billion in revenues for February, down from NT$8.5 billion for January, while MediaTek saw revenues drop to NT$3.13 billion in February from NT$3.88 billion in January.
The foundry predicted that its sales will bottom out in March, after which demand will remain strong through the high season in the second half.
UMC chairman and CEO Jackson Hu has indicated that the company’s shipments for the first quarter will decline 7-8% sequentially, while average selling prices (ASP) will drop 1-2%.
As UMC’s 8-inch facilities are expected to continue running at almost full capacity and the company is receiving more orders for its 90nm process, UMC’s revenues should rise to NT$9 billion in March, according to industry sources.
MediaTek chairman Ming-kai Tsai has estimated company revenues for the first quarter at NT$11 billion. But sales will grow steadily starting in the second quarter, according to Tsai.
There were fewer working days in February mainly because of the Lunar New Year holiday.
digitimes.com
Also memory pricing seems to stabilize:
digitimes.com |
