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Semiconductor Investment Outlook
Semiconductor Investment Outlook indicates Steve Szirom's current thinking on where the financial fortunes are headed.
The most recent reports are shown below:
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Wordwide Semiconductor Revenue Charts
Updated Monthly
The charts show total semiconductor (integrated circuits and discretes) worldwide revenues in billions of dollars by month, year-over-year (YoY) change in revenues by month, and month-over-month (MoM) change in revenues by month. . . . Continue
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Semiconductor Stock Index Looking Healthier
A nine year view of the SOX semiconductor index compared with the relative performance of the S&P 500 and the Nasdaq Composite index shows the relatively high-amplification of the SOX compared to the other indices. . . . Continue
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Bear Market Started, How Long?
With the current technical analysis, my best estimate is that this bear will take the Dow down from the peak of 14,200 to the 10,625 level -- a 35.9% decline. . . . Continue
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Appplied Materials CEO Sees USA Slowdown Ahead
Applied Materials CEO, Michael Splinter, discusses his views with Bloomberg TV relating to the economic outlook in the USA, Applied's business strategy, and his expectation of a slowdown in chip gear spending. . . . Continue
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Chip Sales May Miss 2007 Target
Worldwide sales of semiconductors rose to $23.1 billion in November, an increase of 2.3% from November 2006 when sales were $22.5 billion. This was the weakest growth for November in at least fi . . . Continue
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Venture Capitalists Predict 2008 Trends
Venture capitalists are forecasting an active year for the industry with high growth in the CleanTech sector, an improving IPO market and fewer venture firms in 2008. For semiconductors, 51% of VCs see a decline in investments. . . . Continue
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Site Content Updated:
May 17, 2008 |
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Business Microscope
