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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: StanX Long who wrote (63344)5/1/2002 1:19:39 AM
From: StanX Long  Read Replies (1) | Respond to of 70976
 
Semiconductor IP market reportedly grew 25% last year
EBN
(04/30/02 11:38 a.m. EST)

siliconstrategies.com

The semiconductor IP market expanded 25% in 2001 despite the weak global economy and declining sales in the rest of the electronics industry, according to research firm Gartner Dataquest.

In a report today, Gartner Dataquest said revenue in the chip IP market grew to $892 million last year from $713.5 million in the prior year.

The market was dominated again by Cambridge, England-based ARM Holdings PLC, which increased its share to 20% from 18% with sales of $179 million.

Despite ARM's dominance, other market leaders saw their share eroded by the entrance of new companies, Gartner Dataquest said. For instance, No. 2 semi IP supplier Rambus Inc.'s 2001 revenue rose 13%, to $107.3 million from $95.1 million in 2000 but its market share fell more than one percentage point to 12% as newer companies at the bottom of the ladder slowly gained traction.



To: StanX Long who wrote (63344)5/1/2002 12:15:54 PM
From: willcousa  Respond to of 70976
 
I wouldn't bet the farm on a "jump" in intel capex beyond 5.6. (at 5.5 for 02)