A Booming 2010 For Semis, But 2011 Weaker?

According to iSuppli, semiconductor revenue in 2010 is believed to have achieved record growth of 32.5% to $304 billion, courtesy of a boom in DRAM and NAND sales. NAND flash has received a major boost from demand from the smartphone and tablet markets. Another new trend that could drive up demand is laptops based on

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Smartphones And Consumer Electronics Boost Semiconductor Market

Chipmakers Texas Instruments (NYSE:TXN) (TI), Atheros (NASDAQ:ATHR), and STMicroelectronics (NYSE:STM) recently reported quarterly results that reflect the recovery in the semiconductor market. STM has swung to a profit after two years of losses while TI and Atheros are expanding. Let’s take a closer look.

Qualcomm And STM Swing To Profit

Chipmakers Qualcomm (NASDAQ:QCOM) and STMicroelectronics (NYSE:STM) recently reported their quarterly results. Both companies swung to a profit, but Qualcomm provided a weak outlook that sent its shares plummeting. Let’s take a closer look.

Chipmakers And Design Wins

The year that just ended was one of the worst ever for the semiconductor industry, with revenue declining 11.4% to $226 billion. However, last quarter Texas Instruments (NYSE:TXN), STMicroelectronics (NYSE:STM), and Atheros (NASDAQ:ATHR) all reported results that were indicative of a recovering semiconductor market. While for TI and Atheros the outlook was strong, STM was

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Semiconductor Market Recovering

Guest author Nalini Kumar Muppala recently finished his in-depth analysis of STMicroelectronics’ JV, ST-Ericsson. Today’s Tech Stocks post reviews STM’s (NYSE:STM) recent results in the context of Nalini’s assessment and also takes a look at the results of another major semiconductor player, Texas Instruments (NYSE:TXN). Sequential growth for some divisions at both companies may indicate

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Chipmakers Gain Market Share Despite Losses

As per iSuppli, even as the wireless chip market tanked in 2008, chipmakers Qualcomm (NASDAQ:QCOM) and ST-Ericsson turned in strong performances and gained market share. Broadcom (NASDAQ:BRCM) also increased its share marginally while Texas Instruments lost market share. Let’s take a look at their recent performances.

Wireless Only Ray Of Light For Chip Vendors

Last week, in our post on the three chip companies, Qualcomm, Broadcom, Texas Instruments, we saw that demand had improved, especially in China. In its first quarter report on April 29, STM, which had annual revenue of $10 billion in 2008, observed improved demand in Asia but said it needed time to confirm the trend.

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