There is all kind of blahblah on Intel news / headlines BUT the real data such as Global IC sales and the IC insight report don't make it.
All the anals have to pay to obtain that information - I think it's deliberately withheld.
My guess the Citi chip upgrade was based on IC insight report - on the other hand someone like Fleckenstein is talking about inventories and uses the term "saturation"
Look at Barron's: constantly analysts giving their two cents on semis but real data is completely ignored
perhaps add some analog chip makers to my holdings...NXPI?
bashers keep posting garbage - mark your calendar
IC Insights’ Update to the IC Market Drivers 2015 report forecasts total IC usage by system type through the year 2018. Highlights from the forecast data include the following items.
• The two largest end-use market segments in 2015—computer and communications—are forecast to account for 73.9 percent of the total IC sales this year.
• From 2012-2018, the two highest growth end-use markets for ICs are forecast to be the industrial and communication segments, having CAGRs of 9.1 percent and 8.2 percent, respectively.
• The automotive IC market is forecast to a CAGR of 6.1 percent from 2012-2018, yet automotive’s share of the total IC market is forecast to remain below 8.0 percent throughout this time.
• In 2015, analog ICs are forecast to represent the greatest share of IC sales among automotive (43 percent) and industrial (50 percent) applications; logic devices are expected to account for the greatest share of IC sales within government (33 percent) and consumer (19 percent) systems, and MPUs (60 percent) are forecast to account for the greatest share of IC sales in the computer segment.
some real dataGlobal semiconductor sales down slightly in July
The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors were $27.9 billion for the month of July 2015, a decrease of 0.9 percent from July 2014 when sales were $28.1 billion. Global sales from July 2015 were 0.4 percent lower than the June 2015 total of $28.0 billion. Regionally, sales in the Americas were roughly flat in July compared to last year, while sales in China increased by nearly 6 percent. All monthly sales numbers are compiled by the WSTS organization and represent a three-month moving average.
“Global semiconductor sales have slowed somewhat this summer in part due to softening demand, normal market cyclicality, and currency devaluation in some regional markets,” said John Neuffer, president and CEO, Semiconductor Industry Association. “Despite these headwinds, year-to-date global sales through July are higher than at the same time last year, which was a record year for semiconductor revenues.”
Regionally, year-to-year sales increased in China (5.6 percent), Asia Pacific/All Other (1.0 percent), and the Americas (0.8 percent), but decreased in Europe (-12.5 percent) and Japan (-13.3 percent), in part due to currency devaluation. On a month-to-month basis, sales increased in Japan (2.7 percent), China (0.6 percent), and Europe (0.4 percent), but fell slightly in the Americas (-0.3 percent) and Asia Pacific/All Other (-2.5 percent).
“One key facilitator of continued strength in the U.S. semiconductor industry is research, the lifeblood of innovation,” Neuffer said. “SIA and Semiconductor Research Corporation this week released a report highlighting the urgent need for research investments to advance the burgeoning Internet of Things and develop other cutting-edge, semiconductor-driven innovations. Implementing the recommendations in the report will help the United States harness new technologies and remain the world’s
what subject waldo?
I am interested Intel moving to EUV -
Intel is a great long term hold
and everybody needs to keep up with intel-
do you finally get it waldo
Clear goals. Now, the carpet has shifted from under them.
MAYBE YOU SHOULD SET THE GOALS ..s m a r t
waldo - you never been a manager ....just disgruntled
do you have a mirror and do you ask the mirror every morning who is the greatest chartist / technician in the world...
you sold Intel at 20 and it went up to 37 - but you are giving "investment advise" - oink, oink
oh yeah semi revised capex down for 2015 from 7.3% up to 3% up - No big deal -
it's just a pushout.
Intel (INTC) Stock Gains on Quantum Computing Investment
Really ? you crack me up
did you notice the talking head Betsy not once mentioned the term inventory correction or mention that it is expected coming to an end in Q3 -
she probably paid for the IC insight report but kept harping on the ALTR aquisition
she's as useless as you are
Chips in general are doing well - including TSMC and equipment stocks.
I wonder what happened to waldblows chart over the last week or so - so far it looks like he's more a contrarian.
I think the "big" news is that the inventory correction is coming to an end according IC insight and that was somewhat confirmed by TSMC CEO.
According to PLAB (they make the mask sets) TSMC will finally have more products @ 16nm node.
10 nm will be a big node for equipment makers (2016, 2017)
Hmmm, I know a lot about processor technology
Programmable chips are thirty years old. They are also slow and have a limited lifetime.
you are a oxy moron
TSMC and Samsung will have 10nm before Intel.
keep repeating the same BS ...
but here are the facts ....
14/16 nm Finfet is based on 20 nm design rules and TSMC, Samsung "10 nm" will be based on 14nm -
intel is way ahead doofus - and Intel will implement advanced packaging.
And if Intel can implement EUV @ 10 nm it will be a home run
George Liu stated that the short-term inventory adjustments in the global IC business is coming to an end
wasn't excess inventory and "saturation" one of the reasons why the chart went" sour"?
China imports chips in order to export "finished goods" - if they want to increase exports they will purchase more chips....on a relative base chips are probably least affected by a slowdown in China
“It’s still too early to say that the smartphone market is declined, because there is no other replacement of smartphone yet.” commented George Liu. “In the long run, the prospect of the semiconductor industry is positive.”
George Liu stated that the short-term inventory adjustments in the global IC business is coming to an end. Ultimately, the outlook of the semiconductor and foundry industry is bright and light.
Furthermore, George Liu considered it’s still too early to say that the growth of the smartphone market has been slowing down. In other words, smartphone will still be the main growth driver of the industry in terms of the demand of sensors.
Last but not least, though it needs more time for IoT market to grow, George Liu is optimistic toward it will drive the sensor demand and new applications.
looks pretty bleak for ARM Waldo -
intel 14 nm might hit the sweet spot for large screen smartphones - hey and 2 in 1 are going to cannibalize ARM even more -
TrendForce is predicting that shipments of tablets will fall by 14.9 percent this year to 163 million units, as once-popular 7-inch mini-tablets are displaced by 6-inch smartphones or phablets. But it's not all bad news. TrendForce is also predicting that shipments of large tablets such as Microsoft's Surface Pro range and Apple's forthcoming 12.9-inch iPad Pro will grow as usage extends from entertainment to business, from content consumption to creation.
Shipments of Microsoft Surfaces will grow from 1.5 million in the first half of 2015 to 2.6 million in the second half, according to TrendForce. It says: "The success of Surface 3 also proves that 2-in-1 PCs with better specs have the potential to expand into the business application market. Based on TrendForce's analysis, Microsoft's tablet shipments this year will soar 52 percent year on year and hit the four-million-unit mark."
TrendForce's prediction is much lower than IDC's. The US-based research company recently (August 26) predicted 212 million tablet shipments in 2015, a year-on-year decline of 8.0 percent. (See: Tablet shipments to fall 8 percent in 2015, says IDC)
IDC also said that Windows' market share grew by 59.5 percent to 17.7 million units. It added: "IDC expects the share of larger screen ( 10") tablets and 2-in-1's will grow from 18.6 percent in 2014 to 39.5 percent in 2019, fuelled by the impact of phablets and a growing commercial appetite for productivity solutions."
Samsung is probably loosing more than Intel in mobile considering DRAM and NAND is doing very well for Samsung -
Tepid demand for Samsung Electronics' newest Galaxy smartphones triggered a fifth straight monthly decline in share prices for the electronics maker, wiping out about $44 billion in market value since April -- almost equivalent to the value of General Motors. Samsung's global smartphone market share fell more than 3% points in the second quarter, and it no longer is the top seller in China, the world's biggest mobile-phone market.
It is being undercut at the high end by Apple's bigger iPhones and at the mid-range and low end of the market by devices from Xiaomi, Lenovo and Huawei.
Samsung misread demand for the S6 models released in April, failing to produce enough three-sided screens for the Edge while the regular version struggled against the iPhone.
One of its latest models, the Galaxy Note 5, was criticized by reviewers and customers this month as the company acknowledged that the device can break if the stylus is inserted backward into the storage slot.
Samsung's decision to steal a march on Apple and advance the release of new Galaxy smartphones failed to dispel pessimism about its second-half earnings. Apple is expected to take the wraps off a new iPhone on Sept. 9 and release it in time for the crucial end-of-year holiday shopping season.
"We all know its smartphone business isn't doing well," said Lee Seung Woo, an analyst at IBK Securities Co. in Seoul. "I can't really figure out when the stock will stop declining. The fundamentals look problematic."
The stock has been the biggest drag on the 758-member Kospi index in the past six months, leading the benchmark 2.2% lower in the period. It ended Friday at 1,089,000 won.
Samsung profit has fallen five straight quarters, and third-quarter net income is estimated at 5.33 trillion won ($4.5 billion), down from 5.63 trillion won in the three months ended #$%$
However, there is one hurdle that stands in the way of the acquisition. GlobalFoundries has the 14nm FinFET process licensed by Samsung, which will most likely forbid the acquisition to take place in order to put an end to any competition that might surface to overthrow the tech giant.
A commodity like crude swings 8% up and down within 48 hours - that shows how disconnected crude is from "real supply and demand" - I mean from market participants that actually use it - a complete zoo
Speaking of China ....they are actually trying to buy...stick with semiconductors - the sky is not falling....I wonder how Samsung feels about this - GF is licensing Samsung's FinFet.
According to a Taiwanese source, China-based Hua Capital Management has approached Globalfoundries in order to convince the firm to be acquired. Hua Capital Management is not a name that should be forgotten so easily, since this is the firm that was successfully able to acquire smartphone camera sensor manufacturer