Woodstock Wire: Electronics Outlook

DRAMeXchange -- Global DRAM Industry Analysis and Outlook－2Q12

DRAMeXchange -- Global NAND Flash Industry Analysis and Outlook－2Q12

EE Times - Asia -- The market will see a revenue growth this year as a result of a balanced supply and demand due to the exit of major player Elpida Memory Inc. in the DRAM playing field.

DigiTimes -- Taiwan-based analog IC design firms are expected to see their second-quarter revenues close to their high-end targets or even beat company guidance, as sales generated thus far in May have...

Electronics Weekly -- Applied Materials, the No.1 maker of chip-manufacturing equipment - says foundries are ordering 28nm manufacturing equipment in increasing quantities to add capacity to try to meet escalating...

Electronics.ca -- Demand from LCD backlights will continue to dominate LED demand until 2013, when it will reach its peak, according to the new report. The year 2011 was a challenging one for LED makers....

StorageNewsletter.com -- $10.5 billion mobile revenues in 2012, up 14% from 2011 for IHS iSuppli

Electronics Weekly -- After falling 25% last year, the DRAM market will grow 3% this year, says IHS. The DRAM business is on an upwards trend, topping $30bn this year and set for $40bn in 2016.

TTI MarketEye -- Taiwan/China April Update; 1Q'12 Electronic Supply Chain Global Growth by Sector; 1Q'12 Silicon Wafer Shipments and 4Q'11 Photovoltaic Equipment Book/Bill; Flexible PCB Forecast for 2012; Semiconductor...

TTI MarketEye -- 1Q'12 Growth by Sector for Global Electronic Supply Chain; March Semiconductor Shipments up 1.5% Sequentially; Improved Global Manufacturing Activity in April but Europe Lags; March U.S. Electronics...

DRAMeXchange -- According to DRAMeXchange, a research division of TrendForce, the quarter-end effect has resulted in a 8-14% drop in 1HMay NAND Flash contract price. A certain NAND Flash vendor has offered...

DigiTimes -- NXP led the 2011 market for near-field communication (NFC) phone chips with a 52% share, followed by Inside Secure with 44%. The pair took a combined 96% share of the market, leaving only 4%...

DigiTimes -- Given that spot market prices for 2Gb DDR3 chips are currently hovering over US$1.05, contract prices for commodity DRAM parts are set to rise 5-10% in March, according to industry sources.

EMSNow - Publishing --

Business Wire: Networks -- According to the latest CDW IT Monitor, optimism continues to build among IT decision-makers, as half anticipate overall budget increases in the next six months, while only 8 percent expect...

DRAMeXchange -- NAND Flash Contract Price 1H May 2012

Electronics.ca -- Total sales of analog chips are expected to rise to about $43.8 billion in 2012, up 3 percent compared to 2011. The market for application specific analog products is expected to grow to...

Electronics Weekly -- Mobile DRAM ASP fell by 10-15% in Q1 while thecontract price dropped 10%, says DRAMeXchange but, as shipment bit growth was around 20%, total mobile DRAM revenue increased by approximately...

Electronics Weekly -- The semiconductor industry is set for a sparkling year growing by 6% between Q1 and Q2 and by more between Q2 and Q3, according to IC Insights.

EDA360 Insider -- Moore's Law is not dead but the vital signs have clearly changed. That was the key message I heard from Dr. Subramanian Iyer, Fellow and Chief Technologist at the IBM Systems & Technology Group,...

BARRONS.com: Tech Trader Daily -- Amidst ongoing discussion of the implications of tight chip manufacturing capacity, Piper Jaffray chip analyst Gus Richard this morning writes that Qualcomm (QCOM) could see upside to 2013...

BARRONS.com: Tech Trader Daily -- Citigroup's Glen Yeung today writes in a note to clients that Intel's (INTC) lead in semiconductor process technology is "coming into focus" following the company's analyst day event last week.

DigiTimes -- New smartphones and tablets will act as key catalysts for continued healthy growth of the mobile memory semiconductor space in the next few years, with revenues growing a modest but healthy...

DigiTimes -- Apple has recently placed huge orders for mobile DRAM memory with Elpida Memory's 12-inch plant in Hiroshima (Japan), securing about 50% of the total chips produced at the facility, according...

PurchasingPro - Digi-Key -- Buyers can expect stable supply and pricing for integrated passive devices (IPDs) in 2012. Leadtimes for thick film resistor-capacitor (RC) networks typically range from six to eight weeks,...

DRAMeXchange -- According to DRAMeXchange, a research division of TrendForce, DRAM makers are aggressively developing and increasing production capacity of mobile DRAM in an effort to not only improve profits,...

Channelnomics -- Cisco CEO John Chambers raised a red flag during the company's latest earnings report, saying the summer quarter's would be softer than previously expected. Intel CEO Paul Otellini countered,...

Seeking Alpha -- By Takeover Analyst: Given all of the excitement surrounding technology IPOs, many investors are struggling over how to divvy up their portfolios. Semiconductors provide an ideal way to play...

electronicsfeed.com --

DigiTimes -- Passive component maker Thinking Electronic Industrial has reported net profits of NT$78 million (US$2.65 million) for the first quarter of 2012, decreasing 26.1% from a year earlier.

Electronics.ca -- Aerospace and defense industry worldwide is projected to reach US$465 billion by the year 2017. With developed economies in Europe slowing down as a result of the European sovereign debt...

EBN Online -- Thailand is recovering from last year's floods, and with IT spending rising, the country offers a growing sales opportunity for high-tech firms.

EBN Online -- In a bid to further legitimize its members, the Independent Distributors of Electronics Association (IDEA), is imposing tough standards demands.

Business Wire: Hardware -- The IEEE 802.15.4 IC market, often referred to as wireless sensor networks (WSN), will expand to over 850 million units per annum by 2016, experiencing a compound annual growth rate of over...

Forbes - Technology -- Facing a looming challenge to its dominance in the processor business from rivals now selling chips for smartphones and tablets, Intel Chief Executive Paul Otellini argued the semiconductor...

Electronics Weekly -- TSMC had record sales in April and expects the record-breaking run to extend into May and June. The company expects to have 132 28nm tape-outs this year.

DigiTimes -- IC distributors WPG Holdings and WT Microelectronics have reported sequential revenue decreases for April 2012, but both expect sales to register on-month growth in May and June driven by booming...

EBN Online -- Cisco's John Chambers on why high-tech firms are worried about fiscal problems in Europe and economic conditions elsewhere.

PurchasingPro - Digi-Key -- Global sales of semiconductors in the first quarter declined 7.9 percent compared to the first quarter of 2011, according to the Semiconductor Industry Association (SIA).

Sales in the first...

Parallel Lines -- The latest device leadtime index for the end of March 2012 published by Gartners shows the average minimum of leadtimes rising to 8.8 weeks....

DRAMeXchange --

Zacks Analyst Blog -- Earnings estimates for Xilinx, Inc. (XLNX) have gone up lately after the company reported better-than-expected results for the fourth quarter of 2012.

Electronics.ca -- Data converters have been affected by those very same supply and demand pressures that have influenced the general semiconductor industry over the first several months of the year. In particular,...

EETimes -- ARM won 78 percent of the 10 billion chips using merchant CPU cores in 2010, as shadows gather over rival MIPS Technologies, according to a Linley Group report.View the full article HERE.

Semiconductor Manufacturing & Design Community -- The IC business climate continues to improve in 2012, prompting various firms to raise their respective capital spending forecasts. Total semiconductor capital spending is now projected to...

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has announced consolidated revenues for April 2012 grew 9.2% sequentially and 9.1% from a year ago to NT$40.5 billion (US$1.4 billion).

DigiTimes -- According to analog and mixed-signal semiconductor maker Maxim, the industrial segment has been the fastest growing analog semiconductor segment over the past few years and looking to the future,...

DigiTimes -- Analog IC design house Global Mixed-mode Technology (GMT) expects its revenues for the second quarter of 2012 to increase 5-15% on quarter to NT$1.155-1.265 billion (US$39.4-43.1 million),...

DigiTimes -- Vanguard International Semiconductor (VIS), a Taiwan-based provider of ASIC foundry services, on May 9 reported revenues of NT$1.379 billion (US$46.8 million) for April, rising 25.97% on month...

DigiTimes -- Overall area of silicon wafers shipped in the first quarter of 2012 increased 1% on quarter, but decreased 11% from a year ago, according to SEMI in its quarterly analysis of the chip industry.