Silicon Investor (SI) -- The First Internet Community

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.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (11032)	3/9/2021 3:54:30 PM
From: Kirk ©	Respond to of 26537

March 09, 2021 IC Insights Raises Its 2021 IC Market Forecast from 12% to 19% Growth Rising market expectations are being witnessed across most IC product lines from Analog to Logic to DRAM. IC Insights will release its March Update to the 2021 edition of The McClean Report later this month. In addition to presenting its 2021 IC market forecast revision, the Update will also present listings of the top 40 IDM and top 50 fabless IC suppliers in 2020. This data was used to determine the “final” worldwide IC market figure for 2020, which was raised from 10% to 13% growth as compared to 2019. The remaining portion of the March Update will include newly revised 2021-2025 forecasts by product type as well as updated semiconductor industry capital spending forecasts by company for 2021. In 2020, the global pandemic accelerated the digital transformation of the worldwide economy, which led to an increase in sales of new electronic systems and a marked uptick in the IC market in the second half of the year. Moreover, this demand has continued in full force in 1Q21. While the Covid-19 situation is still very fluid, many semiconductor companies have released strong 1Q21 guidance and expect healthy demand to continue throughout this year. IC Insights believes that the 1Q21/4Q20 IC market will show a 2% increase. If this forecast comes to fruition, it would be the first 1Q/4Q sequential IC market increase since a 1% growth rate was registered 10 years ago in 1Q11. Figure 1 shows that if total 1Q21/4Q20 IC sales increase 2% to $113.1 billion and remain flat from 2Q21 through 4Q21, the full-year 2021 worldwide IC market would register a 12% increase. Interestingly, this 12% IC market growth rate figure is the same as the 2021 forecast originally presented in MR21. However, Figure 1 also shows that if incorporating IC Insights’ moderate quarterly expectations for 3% growth in 2Q21, an 8% increase in 3Q21, and 0% growth in 4Q21, the global IC market will display a 19% increase this year, which IC Insights believes is a rather conservative global IC market forecast for 2021. The 19% market growth is forecast to be driven by a 17% surge in IC unit volume shipments and a 1% increase in IC ASP this year. Figure 1 Report Details: The 2021 McClean Report The 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry was released in January 2021. A subscription to The McClean Report includes free monthly updates from March through November (including a 180+ page Mid-Year Update), and free access to subscriber-only pre-recorded webcasts through November. An individual user license to the 2021 edition of The McClean Report is available for $5,390 and a multi-user worldwide corporate license is available for $8,590. The Internet access password and the information accessible to download will be available through November 2021. icinsights.com

To: robert b furman who wrote (11032)	3/12/2021 2:53:44 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26537

Better than a stick in the eye... APPLIED MATERIALS INCREASES CASH DIVIDEND PDF Version SANTA CLARA, Calif., March 12, 2021 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 9-percent increase in the quarterly cash dividend from $0.22 to $0.24 per share payable on the company’s common stock. The dividend is payable on June 17, 2021 to shareholders of record as of May 27, 2021. “We are excited about our growth opportunities as we help accelerate major technology inflections for our customers,” said Gary Dickerson, Applied Materials president and CEO. “The dividend increase reflects the strength of our financial position, which enables us to fuel innovation and provide attractive cash returns to shareholders.” The quarterly cash dividend is a key component of Applied’s capital allocation strategy, and this marks the fourth consecutive year of dividend increases. About Applied Materials Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. Our expertise in modifying materials at atomic levels and on an industrial scale enables customers to transform possibilities into reality. At Applied Materials, our innovations make possible the technology shaping the future. Learn more at www.appliedmaterials.com. Contact: Ricky Gradwohl (editorial/media) 408.235.4676 Michael Sullivan (financial community) 408.986.7977