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Outlook 2014: Xilinx bets big on 28nm

December 4, 2013 Comments off

Neeraj Varma

Neeraj Varma

We are in December, and its time for outlook 2014! First, I met up with Neeraj Varma, director-Sales, India, Xilinx. He said: “We expect the 28nm to do really well. From Apr. 13-Mar. 14, we expect revenues worth $250 milion from the 28nm line.

“We are now looking at the embedded market – and expect about $2 billion serviceable available market (SAM). We are looking at $8 billion SAM at the ASIC/ASSP displacement market, and of course $6 billion SAM for core PLD.” After a long time, Xilinx has been seeing positive capex. “We are entering a growth cycle for service providers and enterprises,” he added.

A macro view of capex equipment spend is driven by LTE 27.2 percent at 2011-16, and optical networks 15.9 percent. The other areas include data center, enterprise switching and routing, and service provider switching and routing. Next, 3D ICs will enable Nx100G OTN, 400G OTN, MuxSAR, as well as top of the rack switch, I/O virtualization.

Earlier, there were less than 50 ASICs start in communications in the top 10 OEMs. There were less than 20 28nm ASIC starts in at top 10 OEMs. As of 2012, less than 50 percent of the top 16 ASSPs vendors were losing money. Customer needs are diverse now. Companies end up over designing a chip. People end up paying for what trey are not using.

Xilinx is offering the SMARTCORE IP for smarter networks and data centers. “40 percent of our wins have been achieved by integrating or displacing ASICs and ASSPs,” he said. “We have 25 percent total wins across a broad set of apps/portfolio.”

Some other gains for Xilinx:
* Xilinx gained 3 percent increase in PLDs.
* In wired and data centers, it has 12-percent CAGR from 2013-16.
* In wireless, it has 10-12 percent CAGR.
* In automotive smarter vision, it has 20 percent CAGR growth.
* In industrial, scientific and medical (ISM), it has 12 percent CAGR growth.
* In FY13E-FY16E, Xilinx expects to grow 8-12 percent, and has plans to increase the R&D revenue to 8.6 percent.

Round-up 2012: Best of electronics, semiconductors and solar

December 31, 2012 2 comments

Friends, here is the round-up of 2012, where the best of electronics, semiconductors and solar PV are presented. Best wishes for a very happy and prosperous new year! :)

Also, a word on the horrendous Delhi rape that has shaken up India. I am ashamed to be a man and a part of India’s society. My family and I are extremely sorry that the brave girl is no more! May her soul rest in peace. May God deliver justice, and quickly!

DECEMBER 2012
Opportunities in turbulent PV equipment market

Global semiconductor industry outlook 2013: Jaswinder Ahuja, Cadence

Next wave of design challenges, and future growth of EDA: Dr. Wally Rhines

Global medical image sensors market to grow 64 percent by 2017

Status of power semiconductor devices industry

NOVEMBER 2012
Global solar PV industry to remain under pressure in 2013!

Dr. Wally Rhines on global semiconductor industry outlook 2013

Focus on monolithic 3D-ICs paradigm shift for semicon industry

Xilinx announces 20nm portfolio strategy

Elliptic intros world’s first commercial touchless gesturing technology!

Global semiconductor industry outlook 2013: Analog Devices

IMEC’s 450mm R&D initiative for nanoelectronics ecosystem

OCTOBER 2012
III-V high mobility semiconductors for advanced CMOS apps

Yet another electronics policy for India?

IEF 2012: Turning recession into opportunity!

Global semicon sales to drop 1.7 percent in 2012?

Virtual prototyping ready for masses

MEMS to be $21 billion market by 2017: Yole

TSMC on 450mm transition: Lithography key!

SEPTEMBER 2012
Cadence Allegro 16.6 accelerates timing closure

Dr. Wally Rhines on global EDA industry

Solarcon India 2012: Solar industry in third wave!

AUGUST 2012
Apple wins big vs. Samsung in patent war!

Can being fabless and M-SIPS take India to top?

JULY 2012
Is Europe ready for 450mm fabs?

APRIL 2012
Xilinx intros Vivado Design Suite

MARCH 2012
Cadence releases latest Encounter RTL-to-GDSII flow

WLCSP market and industrial trends

FEBRUARY 2012
Top 10 semiconductor growth drivers: Intersil

Ingredients for successful fabless Indian semiconductor industry: Dr. Wally Rhines

Tariffs will slow growth in domestic demand for PV systems: The Brattle Group

Wireless leads in global semicon spends!

JANUARY 2012
India to allow imports of low-priced Chinese solar cells? Or, is it beaten?

2012’s semicon sales and sales growth estimates $325.5 billion and 6.9 percent!

December 20, 2011 2 comments

This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers.

We are into the back end of 2011 with just two more months of global semiconductor sales numbers yet to be announced (by WSTS) in order to “wrap up” and finalize year 2011’s official, overall semi sales result and the corresponding final sales growth compared to last year “cast in concrete.”

Various industry watchers’ sales growth forecast expectations for 2011 are presently ranging from low positive single digits to low negative single digits, including the latest Cowan LRA Model’s sales growth forecast estimate of 2.1 percent based upon WSTS’s October 2011 sales results published at the beginning of December.

Source: Cowan LRA model, USA.

Source: Cowan LRA model, USA.

Therefore, the soon to be released — expected on or about Jan. 5th, 2012 — Nov. 2011 sales number, in conjunction with exercising the Cowan LRA Model’s “look ahead” analysis capability, can definitely shed more insight into the 2011’s final expected sales and sales growth forecast estimates, as well as the updated 2012 forecast numbers.

Consequently, the “look ahead” scenario analysis summary table shown here  nets out the “look-ahead” analysis derived high-level forecast expectations.

Analysis of global semicon industry
It’s that time of the month again; namely, time for a “preview” of next month’s global semiconductor sales forecast updates for both 2011 and 2012 as gleamed by exercising the “look ahead” forecasting capability of the Cowan LRA forecast model “operating on” November’s ‘actual’ sales expectation range.

The soon to-be-announced November 2011 global semiconductor sales result should be relevant in determining the forecasted sales growth expectation for the full year of 2011. In particular, one can ascertain whether 2011 will exhibit positive yearly sales growth for the industry or will it turn negative as a number of market researchers have recently forecasted based upon downward fourth quarter sales guidance updates recently announced by many semiconductor suppliers. Read more…

Global semicon sales forecast at $329.4 billion for 2012!

November 25, 2011 5 comments

This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers.

It’s that time of the month again; namely, time for an “early showing” of next month’s global semiconductor sales forecast updates for both 2011 and 2012 as gleamed from October’s “actual” sales expectation range via exercising the ‘look ahead’ forecasting capability of the Cowan LRA forecast model.

The soon to-be-announced October 2011 global semiconductor sales result should, therefore, be influential in determining the sales growth expectation for the full year of 2011. In particular, one can ascertain whether 2011 will exhibit positive yearly sales growth for the industry or will it turn negative as a number of market researchers have recently forecasted based upon downward fourth quarter sales guidance recently announced by many semiconductor suppliers in reporting their third quarter financials?

Therefore, presented here is a “snap shot” of 2011’s global semiconductor sales and sales growth forecast prospects as a function of October’s possible “actual” sales forecast estimate range as derived via the Cowan LRA forecasting model that I have developed and previously shared. Moreover, the model has been extended in order to include a view of what 2012?s sales growth prospects might look like thereby providing a five quarter look ahead horizon that allows the model to also capture the four quarters of 2012.

It should be mentioned that October 2011’s “actual” global semiconductor sales number is scheduled to be released by the WSTS via its monthly HBR (Historical Billings Report) on or about Monday, December 5th.

Source: Cowan LRA model, USA.

Source: Cowan LRA model, USA.

In advance of the WSTS’s release of its October HBR, here’s a monthly “what if” outlook analysis. The analysis leverages the Cowan LRA forecasting model, which projects worldwide semiconductor sales for 2011 (as well as 2012) by providing a “look ahead” scenario for year 2011’s sales forecast range as a function of October’s assumed range of “actual” global semiconductor sales estimates.

The output of this “look ahead” modeling analysis is detailed in the scenario analysis matrix displayed in the table below. A discussion of the model’s results is provided in the paragraphs immediately following the table.

To facilitate the determination of these “look ahead” forecast numbers, an extended range in assumed October 2011’s “actual” sales is selected a-priori. In this month’s scenario analysis outlook, an Oct. 2011 sales range from a low of $23.948 billion to a high of $26.948 billion, in increments of $0.250 billion, is pre-selected as listed in first column of the table. Read more…

Microsoft launches developer program for Windows Phone

November 3, 2011 Comments off

MIcrosoft Windows Phone.

Microsoft Windows Phone.

Microsoft has launched a program for developers where they can build applications (apps) for mobile and win a Windows Phone. It also showcased some of the latest Windows Phones from leading handset vendors.

Microsoft calls the Windows Phone as People vs. Icons — it puts people first. The mobile phone itself has a load of features, such as People Hub, Groups, Threads, Better email, Calendar, Bing Vision, IE9 and Pictures Hub. There’s more, in form of XBOX Live, Multitasking, Music + Videos, Custom Ringtones, Office 365, Live Tiles, Voice to text, My Windows Phone, SharePoint, Local Scout, Remote Wipe.

According to Harish Vaidyanathan, Microsoft, the company has moved up from zero (0) to 30,000 apps in just 12 months.

Microsoft also highlighted ‘i Unlock Joy’ for students. The Windows Phone is designed to put people in the center – making it easier for them to connect and share with friends, family and colleagues, so they never miss a moment. Here’s your chance to unlock your creativity — build apps for the latest Windows Phone, and win the latest mobile phone.

Microsoft has unveiled a program for developers and students where they can participate and build apps, and win a Windows Phone. For students, the program runs till December 31, 2011, while it runs till March 31, 2012 for developers.

Windows Phone will present your apps to people in smarter and easier ways. The new Metro UI design helps developers create breathtaking apps and makes them easier to discover and use. “I Unlock Joy” program is definitely your chance to become the users’ favourite and get a brand new Windows Phone.

Developers can download the complete set of developer tools to build Windows Phone apps. They can choose the tools and technology for app development. They can also become a member of the Windows Phone Marketplace with an annual membership fee of $99 and get access to the App Hub and certification process. Developers can submit an unlimited number of certified paid apps and up to 100 free apps as registered App Hub member.

In case you are a woman developer, you too have a chance to win a Windows Phone by developing just 1 app (for first 100 female participants). Women are required to submit their apps on the Marketplace by March 31, 2012.

To participate, be aware that you are a technology professional – software developer, project manager or software architect – working and residing in India. You are not an employee, intern, agent or a relative of an employee of Microsoft Corp. (India) or Microsoft Corp. or any of their affiliates; You are not involved in any part of the execution or administration of this program.

You can participate in the program by:
* Submitting three (3) new Windows Phone Apps that get published at the Windows Phone Marketplace by March 31, 2012;
* Submitting two (2) new Windows Phone Apps that you have ported from existing Android and/or iPhone apps, which get published at the Marketplace by March 31, 2012; and
* If you are a woman developer, submitting one (1) new Windows Phone App based on Entertainment, Fashion, Leisure, Gaming, Recreation or Travel Themes, which gets published at the Marketplace by March 31, 2012.

So, fill up the Registration Form posted on Microsoft’s website with all the required information. You need to register on the App Hub with a $99 annual membership fee, which entitles you to publish and manage apps at Windows Phone Marketplace. Your app should get certified on App Hub and published at Windows Phone Marketplace on or before March 31, 2012. To participate, developers need to go through the application submission checklist.

PS: I shall refrain from commenting on the Windows Phone, for now! ;)

Fabless fables and all that! Is India listening?

August 15, 2011 1 comment

I received an interesting news alert from the Global Semiconductor Alliance (GSA), formerly, Fabless Semiconductor Association, which spoke about how fabless companies, only, were funded in July 2011. Well, it also led me to this feeling that each time there is any new electronics or related segment being talked about globally, it seems that the Indian semiconductor industry is slowly losing the plot! One surely hopes not!!

May I take your attention back to Pravin Desale’s speech during Mentor Graphics’ U2U conference of December 2009. He had cited some numbers during his speech, borrowing heavily from GSA. According to the GSA Dec. 2008 figures, distribution of fabless IC companies is: Canada 29, USA 606, Europe 151, Israel 61 and Asia 510 — China 222, Taiwan 196, Korea 47, Japan 16, Taiwan 16, Singapore 7, Malaysia 4, and India 2-28 (two fabless companies and 28 design services/IC providers).

Agreed that these numbers should have changed a bit, if not, a lot.

The ISA is born! Oct. 28, 2004, Bangalore, India.

The ISA is born! Oct. 28, 2004, Bangalore, India.

Now, when the India Semiconductor Association (ISA) was formed on Oct. 28, 2004, members at the BangaloreIT.com that November, dwelt upon the need for fabless companies.

Somshankar Das, e4e, had said that for building fabless semiconductor companies in India, the country had a major advantage, as Indian talent was a large part of the global semiconductor industry. Some other advantages in favor of India at that time (Nov. 2004), were: local IC design service firms, who were creators of selective IP as well. Development of smart chips with embedded software was ongoing. Next, the US-funded cross border semiconductor firms were setting up development centers in India. Dr. Bobby Mitra, TI, had cited the need for microelectronics as the national agenda.

Well, where are we today? Why hasn’t the fabless semiconductor industry grown in India?  Just two months ago, I wrote on how, China’s fabless market was set to double by 2015. Is any such movement even happening in India? At least, I am not aware, in case it were!

The establishment of fabless semiconductor companies is one good way to drive the growth of the semiconductor industry in India.

I still have the  photograph of the founding members of the ISA, which is pasted above. The original participants were: Dr. Ananda, Dr. Madhu Atre, S. Uma Mahesh, Rajendra Khare, Dr. Sridhar Mitta, Dr. Anand Anandkumar, V. Veerappan, S. Janakiraman and Dr. Satya Gupta. Today, the ISA only has Dr. Satya Gupta as a representative. One hopes the others have not been left behind in the run of events following the ISA’s formation!

By the way, why am I referring to the original ISA, and fabless companies? Perhaps, there is a very deep significance!

Renesas Mobile inaugurates R&D centre in Bangalore

May 11, 2011 Comments off

Renesas Mobile Corp., a wholly-owned subsidiary of Renesas Electronics Corp., announced the inauguration of its research and development (R&D) centre in Bangalore, India which develops 2G, 3G and 4G modem technologies.

(L-R): Heikki Tenhunen, senior VP, Alan Frederiksen, MD, Renesas Mobile India,  Shinichi Yoshioka, senior executive VP and COO, and Jean-Marie Rolland, CTO and executive VP, Sales and Marketing.

(L-R): Heikki Tenhunen, senior VP, Alan Frederiksen, MD, Renesas Mobile India, Shinichi Yoshioka, senior executive VP and COO, and Jean-Marie Rolland, CTO and executive VP, Sales and Marketing.

Renesas Mobile was established on December 1, 2010 as a 100 percent subsidiary company of Renesas Electronics. As part of the Renesas group, it has the support of the world’s largest embedded microcontroller player in the semiconductor world. Renesas Mobile focuses on platforms for smart phones, feature phones, car infotainment and embedded connected devices enabling people to stay connected in the cloud computing era.

The company integrates the former Mobile Multimedia Business Unit of Renesas with the former Nokia Wireless Modem Business Unit. The Nokia Wireless Modem Business Unit has been acquired by Renesas Electronics as announced on July 1st, 2010.

Introducing Renesas Mobile Corp., Heikki Tenhunen, senior VP, said that Renesas Mobile offers advanced and innovative products and services for mobile phones, car infotainment solutions, consumer electronics and industrial applications.

The company’s mission is to develop, productize and deliver advanced triple- and dual-mode communication centric semicon chipsets and platforms based on chipsets to provide innovative solutions and drive mew oppurtunities for customers. Renesas Mobile aims to be a world leader in mobile platforms by evolving its proven modem, application processor and SoCs, and associated services via its global business channel.

The Renesas-Nokia combine has since gone on to make unrivalled connected experiences a reality — by way of powerful multi-tasking, rich multimedia, newly emerging technologies — such as cloud computing, 3D, augmented reality, etc., PC like Internet experience, smaller form factor and longer battery life, and remain always connected!

Renesas’ mobile expertise includes the following:
* Excellent device experience, supporting over 400 mobile handsets to date;
* Key components verified at ‘system‘ level quality for platform release;
* Complete reference design easy to start application development;
* Market proven multimedia software package and multiple OpenOS integration support;
* Competitive SoC implementation performance; over 470 mn transistors in mobile LSI (G4);
* Leading-edge process (45nm, 28nm, 22nm) balancing own fab and partners (TSMC, etc.). Read more…

It’s Q1 seasonal slowdown, and yearly time for denial!

February 27, 2011 Comments off

This is a summary by Malcolm Penn, CEO, Future Horizons. For those who wish to know more, please get in touch with me or Future Horizons.

Malcolm Penn, CEO, Future Horizons.

Malcolm Penn, CEO, Future Horizons.

December’s WSTS results were as boring as they were predictable, with no serious data revisions (thankfully) and the results right where we expected. December’s year-on-year IC unit growth was 8.9 percent that, with the 3.5 percent growth (yes GROWTH) in ASPs, yielded a respectable double-digit value growthof 12.8 percent. And this, on the back of a weak Q4 memory market that saw ASPs fall 13.1 percent vs Q3-10!

The yearly growth vs 2009 weighed in at 31.8 percent, hitting $298.3 billion, just shy of the elusive $300 billion threshold. The market is right where we said it would be at our recent 2011 Forecast seminar; we reiterate our position that 2011 will be a good year for the industry. Choppy first-half waters for sure, but watch out for a whopping 2H-11 ricochet.

Connectors are up as well
It is not just semiconductors that are off to a good start. The connector industry is tight as a drum too. Orders in December 2010 were up 13.3 percent versus December 2009, with full year orders up 29.3 percent on 2009, down sequentially 11.1 percent from November 2010. The comparable data for sales was plus 18.7percent, plus 28.4 and minus 13.7 percent.

The December connector book-to-bill ratio was 1.01, unchanged from November. This industry still publishes orders and book-to-bill data by the way, unlike the chip industry which very foolishly stopped publishing this several years ago. All this in the seasonally slow first quarter of the month, yet few people believe there is a supply problem in prospect. Just as this time last year, industry denial is rampant, way beyond reasonable caution and ignoring the underlying trends.

Strong demand for mobile, server and graphics DRAM
We estimate that the worldwide growth rate for PCs in 2011 will be a healthy 10 percent, with 3.9GB the average DRAM content per box. New capacity and die shrinks are putting near-term pressure on over-supply and pricing but there are now move afoot from Elpida and others to start raising prices.

Where they can, to gain a price advantage, DRAM vendors are actively adjusting their supply in favour of mobile from commodity DRAM, given the current strong demand in the smartphone and tablet PC markets, with a 1GB per box average DRAM content.

Server demand continues to be the other star segment, not just in unit demand but in content per box as well, estimated to average around 30GB in 2011. This will drive a 50 to 60 percent increase in server DRAM demand. Finally in graphics demand for specialty DRAM is also very strong, driven by the rapid take off of3D-TV and continuing strong growth in Blue-Ray DVD.

The overall DRAM industry is thus gradually diversifying from manufacturing mainly commodity DRAM to diversified products such as mobile DRAM, serverbasis DRAM, specialty DRAM and graphic memory.DRAM vendors however are faring mixed fortunes, with Elpida and Hynix having the worst net cash positions with barely enough cash to cover their short-term debt.

The Taiwanese vendors find themselves stuck in a technology trap, unable to invest in the immersion technology needed to break through the 5*nm node, meaning that in the absence of a good market uptick to improve cash flow and profits, a shake out in the DRAM supply base seems unavoidable.
Read more…

WSTS Dec. 2010 results boringly predictable!

February 1, 2011 Comments off

This is a summary by Malcolm Penn, CEO, Future Horizons. For those who wish to know more, please get in touch with me, or, with Future Horizons.

Malcolm Penn, Future Horizons.

Malcolm Penn, Future Horizons.

December’s WSTS results were as boring as they were predictable, with no serious data revisions (thankfully) and the results right where we expected.  December’s year-on-year IC unit growth was 8.9 percent that, with the 3.5 percent growth (yes GROWTH) in ASPs, yielded a respectable double-digit value growth of 12.8 percent.

And this, on the back of a weak Q4 memory market that saw ASPs fall 13.1 percent vs Q3-10! The yearly growth vs 2009 weighed in at 31.8 percent, hitting $298.3 billion, just shy of the elusive $300 billion threshold.

The market is right where we said it would be at our recent 2011 Forecast seminar; we reiterate our position that 2011 will be a good year for the industry.  Choppy first-half waters for sure, but watch out for a whopping 2H-11 ricochet.

Already the early warning signs are there:  HP has warned of slipped Q1 PC shipment due to component shortages, from sensors to CPUs; TSMC and UMC are curtailing their Chinese New Year annual maintenance programmes due to serious capacity shortages; there is no excess inventory in the pipeline and capacity is maxed out; the front-end book-to-bill has now dropped back below unity; and memory prices have rebounded sharply in the pre-Chinese holiday period.

The whole industry food chain is now an overstretched taunt spring … with no easy roll back option.  The 21C10 industry model is way past its sell by date … time for a radical rethink?  Plan A is NOT sustainable.

Time to stop agonising; 2011 will be a strong year!

January 27, 2011 1 comment

Malcolm Penn, Future Horizons.

Malcolm Penn, Future Horizons.

This is a summary by Malcolm Penn, CEO, Future Horizons. For those who wish to know more, please get in touch with me.

November’s WSTS results were distorted by a billion dollar downgrade (restatement) to the year-to-date numbers.  These things do happen from time to time, but one of this size quite rare.

The overall impact was to reduce the year to date market by around half a percent; not so bad per se but, due to its leverage, it reduced the overall year-on-year market growth by a couple of percentage points!

As a result we have downgraded our 2010 forecast to (a still very reasonable) 30 percent.  This falls into the category of ‘tweaking the final number’ though … it is not a change to our underlying forecast sentiment or outlook.

Re-statements aside, what then for the outlook for 2011?

Looking at our four horsemen of the semiconductor apocalypse:

1.  Economy – grew ~4.8 percent in 2010 (IMF) and is forecast to grow 4.2 percent in 2011.
2.  Capacity – effectively sold out; with Cap Ex spending now flat and the book-to-bill below parity.
3.  ASPs – have been increasing now since Q2-2009 … six quarters in a row.
4.  IC units – are in a ‘steady as you go’ mode with NO excess inventory and NO excess capacity to build any.

In short, whereas this time last year the problem was getting any orders, the problem today is getting semiconductor product.  The chip market fundamentals really do not get any better than this, yet industry pessimism it at its highest since the Lehman Brothers collapse.

What concerns us is the industry perception that moving from a 30 percent growth year to single digits in 2011 heralds yet another classic chip market boom turned to bust.  It does not.

The same is true everywhere you now look in the food chain … few people or firms will commit anything to any one beyond the immediate deal; business is now turn’s driven, not for strategic long-term vision or gain.

The current Mexican standoff in the 450mm wafer transition debacle is another industry supply chain mismanagement example, with the chip industry saying ‘yes please’ and the equipment suppliers saying ‘no thanks’. Yet where is the SIA and SEMI in this debate? Siding with their members rather than orchestrating a solution.

Likewise, who in the infrastructure is counting and measuring real industry demand? The WSTS in its (lack of) wisdom stopped publishing orders, and the associated book-to bill, data several years ago, despite the latter being one of the key original measurement tools when the system was created under the directionof data visionary Jack Beadle (then with Motorola).

Needless to say it was dropped for all the wrong reasons … to try to keep the financial community offindustry’s backs. As a result, the industry now has no structured order visibility!

Entering 2011 we thus see the industry fundamentals in especially good shape, a fact that can clearly be seen if you redraw the graphs to take out the ‘data crash’ caused by the Lehman Brothers collapse.

* Continuing Cap Ex famine, despite 2010’s 140 percent Cap Ex spending growth.
* Falling Cap Ex book to bill (since August 2010) now less than 1 (December).
* Six successive quarters of flat industry capacity, cruising well below excess capacity threshold levels.
* Supply-chain mismanagement; no trust, no confidence, no commitment … no business?
* Shortages everywhere … from substrates (e.g. 200mm wafers), equipment (try buying an immersion stepper or single wafer epi reactor), to lead frames (especially given the desire to move from gold to copper-based packaging).
* Industrial and automotive products now completely sold out … even memories are starting to get tight.

Do not be misled by the single digit growth number … 2011 will be a very strong year for the chip industry. 2012 will be a double-digit boom.

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