IDC Semiconductor Market Update

This IDC Update provides an overview forecast update of the Semiconductor market by presentation and pivot table. It provides insights on key trends and markets driving semiconductor growth.

This update covers:

• Semiconductor industry impacted by US and EU economic recession and declining economic prosperity in BRIC regions ? results in negative revenue growth for 209 and single digit growth in 2010.
• IDC expects double digit declines in semiconductor capital spending for 2009.
• DRAM and NAND markets stabilize by 2H09 but revenue growth does not return until 2010 forcing more consolidation and cutbacks in production.
• Dedicated foundry market remains unstable through 1H09, utilization rates bottom by the middle of the year but not after more capital spending cutbacks and negative revenue growth.
• Consolidation accelerates in 2009 as the cost of technology/platforms and competition increases across all major areas in our coverage.

Also included in this update is the presentation called

"Macro Economic and IT Spending Outlook" from the IDC GRO Telebriefing which was held on November 13, 2008.