SI
SI
discoversearch

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.
Non-Tech : NOTES -- Ignore unavailable to you. Want to Upgrade?


To: Didi who wrote (1834)5/31/2002 9:42:22 AM
From: Didi  Respond to of 2505
 
SIA: "April Chip Sales Reach $11.07 Billion for Worldwide Semiconductor Industry"

semichips.org

"Computer-Chip Sales Decline Slows to 19.4% in April"
quote.bloomberg.com

Gottfried's Superb SEMI Charts:
suite101.com

"KDDI Shares Rise as Investors Bet Company Is Adding New Users"
quote.bloomberg.com

"Chip recovery continues in April, driven by wireless, says SIA"
siliconstrategies.com

==============================

>>>April Chip Sales Reach $11.07 Billion for Worldwide Semiconductor Industry

-April Sales led by Wireless Sector
-

SAN JOSE, Calif. – May 31, 2002– Worldwide sales of semiconductors totaled $11.07 billion in April, a 3.1% increase from the $10.73 billion level reached in March, with all four geographic regions reporting growth for the second month in a row.

“Semiconductor sales in April are continuing the steady growth exhibited in the first quarter of this year, another sign that the industry is rebounding from 2001.

We expect the modest growth we are experiencing in the first half of the year to continue throughout the remainder of 2002.” stated George Scalise, SIA president. He added, “April’s growth was led by an increase in sales in the wireless sector.”

The SIA’s Global Sales Report (GSR) is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents approximately 66 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies’ monthly financial calendars.

GLOBAL SALES FIGURES:
semichips.org

About the SIA
The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise more than 90% of U.S.-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org.<<<

=========================

>>>05/31 03:51

Computer-Chip Sales Decline Slows to 19.4% in April (Update1)

By Hiroshi Suzuki

Tokyo, May 31 (Bloomberg) -- Worldwide computer-chip sales fell 19.4 percent in April, the smallest decline since June of last year, signaling demand is recovering from the industry's worst year in 2001, an industry group said.

Sales fell to $11.07 billion, compared with $13.74 billion in April 2001 and rose 3.1 percent from $10.73 billion in March, the San Jose, California-based Semiconductor Industry Association said in a release distributed by e-mail.

The sequential rise marked the second month in a row that global chip sales have gained compared with the previous month. The gains, boosted by higher chip sales for wireless equipment, were seen in Japan, the Americas, Europe and Asia-Pacific, the group said.

``Semiconductor sales in April are continuing the steady growth exhibited in the first quarter of this year, another sign that the industry is rebounding from 2001,'' SIA President George Scalise said in the statement. ``We expect the modest growth we are experiencing in the first half of the year to continue throughout the remainder of 2002.''

Reflecting the revival in sales, global orders for chipmaking equipment made in Japan rose 20 percent to 84.9 billion yen ($680 million) in April, the second consecutive monthly rise after 14 straight months of decline, the Semiconductor Equipment Association of Japan said yesterday. Orders turn into sales in about six months.

Hitachi Ltd., Japan's third-largest chipmaker, said it plans to resume chip production at a plant west of Tokyo to meet an anticipated recovery in global demand for semiconductors. Hitachi plans to make 9 million chips for use in personal computers in the period April to September, up from 6.5 million chips made in the previous six months.

While sales in Japan fell 34.5 percent from a year ago, they declined by 30.5 percent in the Americas and by 25.8 percent in Europe, the group said.<<<

-----------------------

>>>KDDI Shares Rise as Investors Bet Company Is Adding New Users
By Ian Messer

Tokyo, May 31 (Bloomberg) -- KDDI Corp. shares rose as much as 7.9 percent as investors bet Japan's second-largest mobile- phone company is signing on new subscribers at a faster pace after starting faster wireless Web services last month, an analyst said.

``We are expecting continued better results in terms of net subscriber growth,'' said Hitoshi Hayakawa, an analyst at ING Baring Securities (Japan) Ltd. who has a ``buy'' rating on KDDI stock. At a meeting with KDDI earlier this week, company officials told Hayakawa that au Corp., the company's main mobile-phone unit, added more than 100,000 new users this month, he said.

KDDI shares rose as much as 33,000 yen to 453,000 yen in morning trade. They are the fourth-most actively traded shares on Japan's stock exchanges so far with 10.1 billion yen ($82 million) of stock changing hands.

Tokyo-based KDDI expects its new CDMA2000 1X high-speed wireless Internet service, which allows users to download games and movie-clips at more than twice the speed of its older services, will help it win market share from rivals NTT DoCoMo Inc. and Vodafone Group Plc's J-Phone Co.

KDDI attracted 334,100 subscribers in the first month of its new service. Yesterday, KDDI said it will expand the area where such services are offered next month to include the southern island of Okinawa and areas of northern Japan.<<<



To: Didi who wrote (1834)6/11/2002 12:09:46 PM
From: Didi  Respond to of 2505
 
S&P's Tom Smith: "Less Tech in Your Portfolio's Diet"

businessweek.com

=====================

Rearranged.

>>>JUNE 10, 2002



MARKET VIEWS • From S&P
By Thomas Smith

Less Tech in Your Portfolio's Diet

S&P now recommends that investors shift their tech holdings to underweight from market-weight.

Amid a steady drumbeat of bearish news from industry leaders -- including Intel (INTC ), which lowered revenue guidance at its June 6 mid-quarter earnings update -- S&P on June 7 lowered its recommended weighting on the technology sector to underweight from market-weight.

This means investors should hold a lower percentage of tech in their portfolios than the sector's weighting in the S&P 500-stock index.

A number of major tech players -- including Intel, Flextronics (FLEX ), Nortel (NT ), and IBM (IBM ) -- have reported softer revenue outlooks or renewed cost cuts in recent weeks.

We at S&P believe this wave of bad tidings is likely to lead to underperformance for the tech group in the near term.

VULNERABLE VALUATIONS

For the longer term, we think industry fundamentals should improve along with with the recovery in the U.S. economy and with expected tech equipment upgrade cycles in 2003-04.

But valuations in many segments of the industry remain high and may be vulnerable should the recovery be stretched out.

What do we like in the tech group right now?
We favor companies with diverse, consumer-oriented markets, namely
... power semiconductor producer International Rectifier (IRF ),
... financial software publisher Intuit (INTU ), and
... video-game software maker Electronic Arts (ERTS ),
... each of which carries S&P's highest investment ranking of 5 STARS (buy).<<<



To: Didi who wrote (1834)7/1/2002 11:10:43 AM
From: Didi  Read Replies (2) | Respond to of 2505
 
SIA: "May Chip Sales Reach $11.37 Billion for Worldwide Semiconductor Industry"

semichips.org

Gottfried's Superb SEMI Charts:
suite101.com

============================

dismal.com

>>> Semiconductor Billings (United States)
@ a Glance

Global semiconductor sales rose by 2.7% in May, marking the fourth consecutive monthly increase in sales. All of the world regions posted sales increases with the exception of Europe, which suffered a slight decline. Weaker DRAM prices and a slump in demand for computer equipment held down computation chips, but all other chips posted solid gains. This report provides further evidence that the broad chip industry is recovering.<<<

============================

>>> May Chip Sales Reach $11.37 Billion for Worldwide Semiconductor Industry

-- Broad-based Growth Leads Chip Sales Increase of 2.8%- -

SAN JOSE, Calif. – July 1, 2002– SAN JOSE, Calif. – July 1, 2002 – Worldwide sales of semiconductors totaled $11.37 billion in May, a 2.8% increase from the $11.07 billion level reached in April, with broad-based growth in all product sectors except for computation, the Semiconductor Industry Association (SIA) reported today.

“Continued steady growth across the industry is exhibited in May chip sales and, as announced in our forecast last month, we expect the industry to close the second quarter with growth of 4.7%.” stated SIA president, George Scalise. He added, “While the computation sector is down, all other sectors including wireless and consumer continue to thrive. This increase drove the sales of such products as Flash, digital signal processors, application specific products and analog.”

The migration of semiconductor customers to contract manufacturing continues with the Asia/Pacific market, especially China, the beneficiary. In May, sales to Asia/Pacific increased 4.8% from April and now represent 37% of the market.

Last month, the SIA released its mid-year market forecast, which outlines an industry-wide recovery that is currently under way. Semiconductor sales are expected to increase by 3.1 percent in 2002 with increases of approximately 9 percent in both the third and fourth quarters. The SIA expects the growth rate to accelerate to 23.2 percent in 2003 and 20.9 percent in 2004 with wireless and digital consumer products leading the growth of sales.

The SIA’s Global Sales Report (GSR) is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents approximately 66 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies’ monthly financial calendars.

GLOBAL SALES FIGURES
semichips.org


About the SIA

The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise more than 90% of U.S.-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org. <<<