Global semicon mid-year review: Chip market revival or blip on stats radar screen?

A recent report from Future Horizons suggests an 18 percent growth for the chip market in Q2-2009! So, is this a sign of the chip market recovery or a mere blip on the statistics radar screen? It is both, said, Malcolm Penn, chairman, founder and CEO of Future Horizons, and counselled that: “The fourth quarter

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

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

Reviewing global/Indian semicon industry in 2008 — top posts

Greetings, dear readers and friends, in the new year. May you all have all the success and prosperity in 2009! An eventful year in semiconductors has passed by us. For me, personally, it has been a tremendous 2008, ending with Electronics Weekly of UK selecting my blog (Pradeep Chakraborty’s Blog) as the world’s best in

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

On possible Samsung-SanDisk deal; AMD’s fab-lite path

Last week, the global semiconductor industry has been hearing and reading about two big speculative stories: a) A possible acquisition of SanDisk by Samsung, and b) A possible chance of AMD taking the fab-lite route. First on Samsung’s buyout (possible) of SanDisk! There have been rumors of a possibility of Samsung acquiring SanDisk. While it

Semicon to grow 4-8pc in 2008; ASPs trending up

It has really been a tumultuous year for semiconductors, which has held up very well, despite the memory market turmoils, so far. Just a day ago, Future Horizons reported on the June sales for semiconductors. According to Malcolm Penn, chairman and CEO, June’s WSTS results brought both good and bad news! The good news being

NAND update: Market likely to recover in H2-09

iSuppli’s recently published a report on the current NAND market conditions, which highlighted that Micron had managed to buck the weak NAND market conditions, and was actually closing the gap with Hynix in Q2 2008. To find out more about the global NAND Flash market scenario, I managed to discuss the health of the NAND