Thrive or survive…going for gold in post-recession recovery: Malcolm Penn @ IEF2010, Dresden

According to Malcom Penn, chairman and CEO, Future Horizons, 2010 — a barnstroming year — will likely see the global semiconductor industry grow by 31+ percent. He was delivering the company’s forecast at the ongoing 19th International Electronics Forum (IEF) 2010 in Dresden, Germany, which ends here tomorrow. He said it would take a disaster

Global semicon industry on rapid recovery curve: Dr. Wally Rhines

Thanks to Mentor’s Raghu Panicker and Veeresh Shetty, I had the pleasure of an exclusive meeting with Dr. Walden (Wally) Rhines, chairman and CEO, Mentor Graphics, post his technical keynote at the recently held VLSID 2010. We discussed a range of issues, such as the global semiconductor and EDA industries, as well as the Indian

MEMS likely to see strong recovery in 2010!

Recently,Jérémie Bouchaud – Director and Principal Analyst, MEMS, iSuppli, ran a program on High-margin MEMS: Medical, Industrial and Aerospace. According to Bouchaud, the MEMS market is not immune to the downturn and is down 8 percent in 2009. The bottom was hit in Q1-09. However, the MEMS segment is likely to see strong recovery and

Strong semicon industry recovery likely in 2010!

If all of the industry analysts are to be believed, the semiconductor market recovery has begun! Nearly all of them have been forecasting a recovery in the global semiconductor market as well. Let’s take a look at their predictions. * According to IC Insights, the top 20 suppliers’ sales show back-to-back 19 percent growth rates!

Semicon update Oct. ’09: Will the perfect calm drive 2009-10 recovery?

Here are the excerpts from the Global Semiconductor Monthly Report, October 2009, provided by Malcolm Penn, chairman, founder and CEO of Future Horizons. There are a lot of charts associated with this report. Those interested to know more about this report should contact Future Horizons. August IC sales were up 1.7 percent on July, driven

Top 5 high growth markets driving (semicon?) recovery, and top 10 hot and emerging technology platforms

Today, I received two wonderful reports — one, highlighting the top 5 high growth markets driving (semiconductor) recovery, and two, the top 10 hot and emerging technology platforms well poised to profoundly impact manifold sectors across the globe while offering potential high RoI for investors! First, semiconductors! Semico Research has come up with a report

Global semicon mid-year review: Not a blip, but recovery won’t be smooth, says iSuppli

According to a release from iSuppli today, following four consecutive quarters of reductions, global inventories of chips have declined to appropriate levels, clearing the way for stockpile rebuilding and higher sales in the second half of the year. However, this particular blog post looks at a previous study from iSuppli where it trimmed the 2009

Semicon recovery in sight? Hope both Intel and AMD are ready — for today, and tomorrow!

Where were we? Yes, the famous Intel and AMD server battle, and Computex! Is server battle the only ground Intel and AMD are and should be looking at? Perhaps, not! Has AMD won the server battle? Perhaps, yes, in this particular round, for now, as statistics may suggest. However, statistics also have a bad habit

Reports of memory market recovery greatly exaggerated: iSuppli

EL SEGUNDO, USA: Concerned about their image as they face the specter of bankruptcy, many memory chip suppliers are attempting to paint a more optimistic picture of the business by talking up a potential market recovery. However, while overall memory chip prices are expected to stabilize during the remaining quarters of 2009, iSuppli Corp. believes

Semicon recovery likely in H2-09 after sharp recession: Future Horizons

This is what I’ve received and heard a few minutes ago! If it does happen, as stated, there can’t be any better news than this for the global semiconductor industry! According to Malcolm Penn, chairman, founder and CEO of Future Horizons, a recovery is expected in the second half of 2009 after a sharp recession!!