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Electronic information

Barclays analyst bearish on the semiconductor

In Electronic Infomation Category: R | on December   1, 2010

Foreign semiconductor industry analyst Lu billboards line the switch to Barclays, the first issued by the semiconductor industry in Asia Pacific excluding Japan report that estimated the semiconductor capacity utilization during the first half next year, fell to 70-75% previously, and LP2995M datasheet and In the semiconductor industry revenue estimate by 3-5% next year, while revenue in the first quarter next year, quarter by 15-20%, so the first assessment in Asia, except Japans semiconductor industry is negative, and LP2995M price and expect the market to benefit the semiconductor industry next year forecast revised down in the next six months, 20%, or more, and LP2995M suppliers and the other the first evaluation of semiconductor, IC packaging and testing, and PCB files such as 7 stocks, only to give TSMC, South power rating for the overweight.

Line of that land, the semiconductor industry is facing five major long-term structural changes, including (1) The technology of TSMC in the resilience of HKMG expected TSMC 28 nm process will maintain the lead; (2) Since the sets 32nm TSMC process are still lagging behind Intel, do not expect from the wafer AMD order of 40 nm CPU strong; (3) IDM plants are not driven fabless order TSMC, UMC, driven by revenue growth ; (4) is expected to benefit from ASE, the second wave of IDM plant transfer process of copper wire; (5) Although the initial yield is still low Southern Electric, and the progress of the process may be delayed, but optimistic about the Southern Electric in the next 2-3 Intel CPU on board will benefit from the price premium Outsourcing space.

Tagged as: LP2995M datasheet IC LP2995M suppliers LP2995M Price

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