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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (15311)	5/2/2001 1:06:08 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 30051

Zeev: We are not out of the woods yet RE semiconductors. SOX @ 672. Do you see much upside from here. john siliconstrategies.com March sales, unit drop show downturn will continue, says research firm Semiconductor Business News (05/02/01 09:21 a.m. EST) Recent Articles Business News Two-year-old Transilica rolls out single-chip Bluetooth solution in small BGA Chip sales plunge 7% in March from prior month, says SIA report Xilinx considers shifting one-third product revenues to 300-mm wafers Trident accuses Via, S3 venture of hiring engineers to steal trade secrets Virtual Silicon, Hynix to develop nonvolatile memory for SoC logic processes Archives CUPERTINO, Calif. -- New semiconductor market data shows unit volumes and revenues dropping at an alarming pace in March, causing Advanced Forecasting Inc. here to repeat its warnings that the industry downturn will continue despite some optimism being expressed at chip houses. According to the research firm, new data on IC sales from the World Semiconductor Trade Statistics (WSTS) organization shows integrated circuit revenues at $12.26 billion in March--a drop of 24% from the peak in October 2000. Based on a three-month moving average, dollar revenues and unit shipments fell 6% and 4%, respectively, in March compared to the same month last year, said Advanced Forecasting. The new WSTS sales figures were released today by the Semiconductor Industry Association in San Jose. For all semiconductor categories--including integrated circuits and discrete devices--worldwide sales totaled $14.40 billion in March, which was 4.5% lower than $15.07 billion in the month last year, and 7% less than $15.48 billion in February (see today's story). During last week's Semicon Europa trade show in Munich, industry analysts and suppliers of semiconductor production equipment worried about the potential for 2001 to become the second year in history when that chip unit volumes declined from the previous year. Not all analysts agree that 2001 will end up with lower unit volumes than 2000, but evidence is mounting that it could end up being a down year in both revenues and IC shipments (see April 25 story). "Concerns should now not only focus on when to expect the bottom to the current IC recession, but also what level of demand will the industry experience post recession," said Advanced Forecasting in Cupertino. "It's the beginning of May and many are already waiting to see the size of Santa's satchel this December." "The decline will continue," said David Crume, director of marketing and sales at Advanced Forecasting. The company claims its quantitative forecasting models have accurately predicted past semiconductor market cycles, while other analysts continue to shift their outlooks.