Archive for the ‘Market Analysis’ Category

Compound Semiconductors Tipped To Enhance Optical Interconnects (via Compound Semiconductor)

October 28th, 2013

According to CIR, the addressable market for chip-level optical interconnects could eventually run into billions of units. compound-logoAnd the industry analyst believes that revenues in this market will total almost $520 million by 2019 going on to reach $1.02 billion by 2021.

Avago, Finisar, IBM and Samtec have all proposed optical engines for chip-level interconnect. These miniaturised optical assemblies are currently the most mature technology available for this application and will generate revenues of $235 million in 2019.

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Intel’s diversification strategy: Half the expected $4 billion in revenue gains in 2013 could come from non-core businesses?

June 26th, 2012

In an article by eWeek’s Jeff Burt published yesterday, Deustche Bank Equity Research analyst Ross Seymore indicates that Intel’s diversification strategy, which is taking them outside of their PC and server chip comfort zone and into new markets such as flash storage and wireless communications, could yield an additional $4bn in profits next year.

“The giant chip maker”, writes Burt, “stands to grow profits by as much as $4 billion in 2013, and about half of that could come from businesses other than PC and server chips, including embedded technology, wireless chips and NAND flash storage.”

In these ‘non-core’ areas, Intel has, according to a Deutsche Bank research report published June 24, “dramatically outperformed its competition on revenue growth and/or profitability from 2008-2012 and is poised to extend these gains in 2013.”  Of course, a huge majority of Intel’s revenues come from its ‘traditional’ business, but it’s certainly very interesting to see Intel actively engaging in new areas where it sees, and is seemingly maximizing, opportunities.  This is somewhat reminiscent of how companies such as Google and Apple, to an extent, grow.

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Intel Spreads the 14nm Love…

June 11th, 2012

EE Times reported recently that Intel is planning to invest a significant amount, rumored to be in the region of $1.25 billion, in its wafer fab campus located in Leixlip, Ireland.  The development, announced May 10 by Intel CEO Paul Otellini, will prime the facility, Fab 24, for 14nm and sub-14nm silicon manufacturing. In addition to the investment in Ireland, Otellini detailed two further Intel fabs earmarked for investment for 14-nm and beyond, those being Fab D1X in Oregon and Fab 42 in Arizona.

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SEMI: Southeast Asia Fab Capacity to Grow 10% in 2012

March 12th, 2012

Further signs of the economic recovery starting to trickle into the semiconductor supply chain were evident in analysis released March 6 by SEMI, in which the organization stated that it expects fab capacity in South East Asia to rise by 10% this year.  The article, penned by SEMI Singapore’s Clark Tseng and Karen Lo, focuses in on Singapore in particular.

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2012 Semiconductor Industry Forecast . . . with Dan Hutcheson and Andrea Lati of VLSI research

March 1st, 2012

We love VLSI.  One of the best analyst houses serving the semiconductor market and well respected. In this video featured on his weSRCH site, Dan Hutcheson and VLSI research analyst Andrea Lati discuss how 2011 played out in semiconductor and semiconductor equipment markets.  Dan and Andrea compare the yearly results with their forecast in early 2011 and then look ahead to 2012. Watch the full interview here

Thanks to Dan for sharing this.


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