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

2009 DRAM CAPEX decreased by 56 percent: DRAMeXchange

The 2008 DRAM chip price dropped more than 85 percent, while the global DRAM industry has faced more than two years of cyclical downturn, and the consumer demand suddenly froze because of the global financial crisis in 2H08. In 1Q09, the DDR2 667 MHz 1Gb chip price rebounded to an average of US$ 0.88, which

New routing tool likely to cover upcoming MCMM challenges: Hanns Windele, Mentor

This is a continuation of the previous post based on the recent India visit of Hanns Windele, VP Europe and India, Mentor Graphics, where he met key industry figures in a session organized by the India Semiconductor Association. Windele is standing sixth from left, and Poornima Shenoy, president, ISA is standing fifth from right. Multimode,

No semicon recovery before mid 2010: Europartners

Connecting with new friends from all over the world is one of the best things that I have experienced while writing a semicon and electronics blog. One such gentleman is Ingo Guertler from Europartners Consultants. He is based in Munich, Germany — a city I have frequented several times. Guertler has been part of my

Can the Indian semicon industry dream big? (And even buy Qimonda?)

I had ended one of my previous blog posts by saying whether the Indian semiconductor industry was hitting the right notes? In a continuation to that specific thought, it is necessary to first examine where India stands in the global industry. We are very strong in embedded design and design services — our traditional strengths.

Top NAND suppliers of the world: DRAMeXchange

DRAMeXchange has recently released its rankings for the top NAND suppliers of the world. I am producing bits of that report here, for the benefit of those interested in NAND and the memory market. Be aware, that this segment has been hit particularly bad. We have heard of Qimonda’s problems, as well as Spansion’s. They

Global semiconductor industry could well see revival in 2010?

“Let’s start from the very beginning! A very good place to start!!” Hope you all remember this lovely song sung by Julie Andrews in The Sound of Music!! So, what’s the connection? Right! Last week, I blogged about how the global semiconductor industry is likely to drop by 28 percent in 2009, while the Indian

DRAM makers being offered lifelines via bail out plans!

Browsing the Web these past days has brought me to various stories, mostly discussing the various bail out plans being provided for some leading DRAM makers. It all started with Germany based Qimonda announcing that it has arranged a Euro 325 million financing package for the ramp up of its innovative Buried Wordline technology. Yesterday,

Memory market to witness another negative sales growth in 2009

This is a continuation from my previous blog on the outlook for the global semiconductor industry, and iSuppli’s ranking of the Top 20 global semiconductor companies. Thanks to Jon Cassell at iSuppli, I also got into a conversation with Nam Hyung Kim, Director & Chief Analyst, iSuppli. Kim touched upon the outlook for DRAM and

What can the global semicon industry do to get back its money-making touch!

It is very well known that the global semiconductor industry has had a year full of turmoil. The ongoing global financial has been not been of any help either. The key question: Has the semiconductor industry really lost its money making touch? According to iSuppli, facing dwindling profits, fewer opportunities to expand by taking market