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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (17030)	1/6/2006 12:02:23 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

Gottfried lot of info on SNDK board on various NAND related issues

To: Gottfried who wrote (17030)	1/8/2006 6:32:26 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

China becomes largest IC market Mark LaPedus EE Times (01/08/2006 12:27 PM EST) SAN JOSE, Calif. — While China’s domestic chip production remains relatively small, the nation’s semiconductor market grew by 32 percent to $40.8 billion in terms of overall consumption in 2005, making it the world’s largest regional IC market for the first time ever, according to a report from IC Insights Inc. By 2010, China’s IC market is projected to more than triple and reach a stunning $124 billion in terms of overall consumption, according to the research firm. Last year’s 32 percent increase in China was much greater than the 8 percent growth rate the total worldwide IC industry displayed in 2005, according to the market research firm. From 2000 through 2005, the Chinese IC market registered a compound annual growth rate of 33 percent, as compared to minus 8 percent for the Americas semiconductor market during this same time period, according to IC Insights (Scottsdale, Ariz.) In 2005, China represented 21 percent of the world’s $192.4 billion in IC consumption, up from 6 percent in 2000. As recently as 2000, the Americas IC market was more than five times the size of China’s IC market. Overall semiconductor sales in the Asia-Pacific are projected to grow by 69 percent between 2004 and 2008, reaching $150.4 billion in that year, according to an annual forecast of global semiconductor sales by the Semiconductor Industry Association (SIA). The overall growth projections for this region are by far the highest, according to the forecast. Meanwhile, although China was the world’s largest IC market, the nation’s domestic chip production remains relatively small. China-based IC production was only about $2.6 billion in 2005, according to the firm. IC Insights forecasts that China-based IC production will rise to $12.1 billion in 2010, a 36 percent compound annual growth rate. That represent only 4 percent of the total forecasted $319 billion worldwide IC production in 2010. Moreover, the $12.1 billion worth of local Chinese IC production would be only about 10 percent the size of the $124 billion Chinese IC market forecast for 2010, according to the firm.

To: Gottfried who wrote (17030)	1/9/2006 9:56:28 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

When did they ever agree? Analysts disagree over IC forecasts Mark LaPedus EE Times (01/09/2006 6:28 PM EST) HALF MOON BAY, Calif. — As expected, industry forecasters disagreed about the overall outlook of the IC business and capital spending for 2006. During presentations at the Industry Strategy Symposium (ISS), Gartner/Dataquest, IC Insights Inc., iSuppli Corp. and VLSI Research Inc. separately see single-digit growth this year, while Semico Research Corp. has another and different opinion. Jim Feldhan, president of Semico, remains bullish and re-iterated the market research firm’s forecast for 17 percent growth in semiconductors for 2006. Capital spending is expected to be up 12 percent in 2006, Feldhan said. Demand remains strong for traditional applications like PCs, cellular phones and digital cameras, he said. New applications like HDTV, DVDs and others will drive demand. Others had a different viewpoint. “We believe the industry is maturing,” said Bill McClean, president of market research firm IC Insights. McClean predicts the IC industry will grow by 8 percent in 2006. The market will grow by 13 percent in 2007 and 23 percent in 2008, he said. Capital spending is expected to grow by 5 percent in 2006, he said. Klaus Rinnen, an analyst with Gartner/Dataquest, predicts 7.6 percent growth for ICs in 2006. Capital spending, however, will fall 0.4 percent this year, he said. Derek Lidow, president and CEO of iSuppli, said 2006 chip growth is pegged at 6.7 percent despite a decline in the electronic systems market. Following a flat 2005, VLSI Research Inc. predicts a positive outlook for the semiconductor industry in 2006. Semiconductor revenues are expected to increase by 8.2 percent in 2006, while equipment for ICs and flat-panel displays should grow 6 percent over 2005, according to the research firm.