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A Better Year Lies Ahead, says IC Insights

Semiconductor sales are forecast to grow 4% in 2016 by IC Insights which expects IC sales to increase 4%, and sales of optoelectronics, sensors, and discrete (OSD) devices to collectively grow by l5%. Total semiconductor unit shipments (including IC and OSD devices) reached almost 840 billion units in 2015 and are expected to exceed one trillion units in 2018. After ...

ARM Bucks The Market

ARM bucked a flat market in 2015 with royalty revenues up 32%, total revenues up 15%, profit up 24%, EPS up 25% and employees up by 681. Asked to what he attributes this success, ARM evp Pete Hutton cracks: “Our execs” then points to the attractions of the latest designs – half of the smartphones sold last year used an ...

The Pot Of Gold At The End Of ARM’s Server Rainbow

There’s an interesting little calculation in Barron’s by Pacific Crest Securities about the financial effect of Google adopting Qualcomm server processors. It is rumoured that Qualcomm will announce this next Thursday. The financiers take Google’s estimated 2016 capex of $12 billion and calculate that Google could buy a million server units in 2016. They estimate that the opportunity could mean ...

Google To Endorse Qualcomm’s ARM-Based Server Processors

In a massive move for the ARM-based server chip camp, Google is about to endorse Qualcomm’s server chips, reports Bloomberg. Next Thursday Google is expected to say that it will use Qualcomm’s server chips if they meet certain performance goals. Google is the world’s biggest server buyer and third biggest buyer of server processors – buying 300,000 server processors a ...

Fab Veg

Toshiba and Fujitsu both turned old fabs into lettuce farms as health-conscious Japanese salad-eaters turned away from soil-raised lettuce. Since November, Panasonic has been selling veg to Singaporeans which was grown in a veg factory in Singapore capable of producing 80 tons of veg a year, reports the Nikkei, Panasonic plans to increase that to 1000 tons in two to ...

The Biscuit Industry

Is it interesting that semiconductor M&A spend increased nearly 2.8X last year while R&D spend increased by 0.5%? Well one year’s figures don’t mean much but the big rise in M&A might. Ever since private equity bought NXP and Freescale a decade ago, the thought has loomed: Has the semiconductor industry become like the biscuit industry – product doesn’t change ...

When The Only Thing Growing Is Hype

Semiconductor markets are stagnating in all but one thing – hype. “The hype factor is reaching a peak,” said Malcolm Penn, CEO of Future Horizons at IFS 2016 in London yesterday, ” PR activity is in overdrive.” “IoT is not a market by any stretch of the imagination,” said Penn, “if it’s a market it should be measurable. IoT has ...

Lack Of Confidence Unjustified, says Penn

The semiconductor industry has been plagued by low growth in the last five years. Right? Wrong actually. The industry’s CAGR for 2009-14 was 8.3%, pointed out Malcolm Penn, CEO of Future Horizons at IFS2016 in London this morning. “Everyone thinks it was low single digits but it was actually high single digits,” said Penn. That perception is colouring industry confidence, said ...

TSMC Running Slower

TSMC Chairman Morris Chang has withdrawn his forecast of 10% CAGR for 2017-19. “I had expected the first quarter to be stronger than what we’re forecasting now,” says Chang, “I am not repeating my pledge, my prediction, that ’17, ’18, ’19 will continue to grow at 10%.” Q4 took a dip for the first time in four years and Q1 ...

Looking Good

Apparently we’re the fifth largest economy in the world measured by GDP and could be the fourth in 2031 when France and Italy will have fallen to 9th and 15th place, according to the Centre for Economics Business and Research. UK GDP is currently $3.04 trillion, which is 6% up on its 2008 peak, and will reach $4.7 trillion by ...