Semiconductor 2008

Tough Year Ahead

Publication Date	February 2008
Publisher	Objective Analysis
Product Type	Brief
Pages	4
ISBN Number	not applicable
Product Code	OBJ00006

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£100.00
approximately: $200 | €129

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Summary

This white paper gives Objective Analysis' outlook for the semiconductor market in 2008, with a particular focus on semiconductor memories (DRAM, NAND, NOR, and SRAM). Objective Analysis finds that a significant memory revenue decline is nearly inevitable, and this decline will impact overall semiconductor revenues. This white paper explains why this will occur, and illustrates that the market is following well-established trends that have repeated themselves for the past three decades for the semiconductor industry.

Content

Market outlook
Interaction between capital spending and profits
How memory impacts the total semiconductor market
DRAM shipment history predicts overcapacity
List of Figures
- Figure 1. DRAM Profit Growth Mirrors Capital Shortage
- Figure 2. Semiconductor Revenue Growth Follows Memories
- Figure 3. DRAM Price vs. Burdened Manufacturing Cost
- Figure 4. Memory Capital Spending Tracks DRAM Profits