Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: etchmeister	10/4/2010 2:52:48 PM
	Read Replies (2) of 25522

Actual August chip sales are up sequentially by 4%: June 27.15 (actual) July 24.57 (actual) and consequently August must be 25.5 Now look at June - that's a five week reporting period compared to August which is a four week reporting period. July was expected to be down because of difference in reporting period. Surprise, surprise... IMHO August showed very strong performance regardless Goldman Sucks pulling out its Fudgun. Me thinks the SIA (having been very conservative) might up the forecast in November - let's see what TSMC will have to say Global chip sales rise in August, says ESIA Peter Clarke 10/3/2010 11:07 AM EDT LONDON — The three-month average of global sales of semiconductors for August was $25.69 billion, up 1.8 percent compared with the previous month and up 32.6 percent compared with the same month a year before, according to the European Semiconductor Industry Association (ESIA). This came in ahead of the estimate of Bruce Diesen,an analyst at Carnegie Group (Oslo, Norway), who had said August's three-month average semiconductor sales figure would be about $25.3 billion. However the figure was just below the $25.72 billion prediction of the LRA model of market analyst Mike Cowan. The ESIA reports figures compiled by the World Semiconductor Trade Statistics (WSTS) as a three-month average of the actual sales numbers. It is argued that this smoothes out the data which would otherwise display the effects of in-quarter reporting that tend to treat March, June, September and December as five-week months. The growth of semiconductor sales was strongest in Japan which recorded three-month average sales of $4.041 billion. Japan's sales were up 4.1 percent sequentially but only up 19.8 percent compared with August 2009. The Americas region recorded $4.841 billion three-month average sales, up 2.0 percent sequentially and 47.1 percent for the year-on-year. China achieved $5.415 billion up 0.8 percent sequentially and 39.5 percent compared with a year before. The Asia-Pacific region – including China – is more than half the global market for semiconductors and the three-month average of sales for that region was $13.68 billion. The European region showed minimal growth with three-month average sales of $3.132 billion up 0.1 percent sequentially and 29.8% year-on-year. Related links and articles: www.eeca.eu News articles: Analyst cuts 2010 chip market growth figure August sees chip sales slip, says analyst July 'actual' chip sales are above trend print email rss Bookmark and Share Joinpost comment 0 Comments Comments Please sign in to post comment Navigate to related information News: European, US sales hold back global chip growth News: September 'actual' chip sales narrow the gap on 2008 News: October chip sales grew fastest in Europe News: November's averaged global chip sales beat expectations

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next