The semiconductor industry appears ordsprog

The semiconductor industry appears to be in the early stages of a broad-based recovery. Inventories are low and demand is seen across all product types, especially telecommunications and consumer electronics. Bookings and earnings strength are attributable to both capacity and technology buys of our core products.

The semiconductor industry appears to be in the early stages of a broad-based recovery, ... Inventories are low and demand is seen across all product types, especially telecommunications and consumer electronics. Bookings and earnings strength are attributable to both capacity and technology buys of our core products.

The strength in exports would continue to come from the sustained recovery in electronics demand, from the gradual recovery in the global electronics cycle, and commodities, especially from higher oil prices.

Bookings outpaced even our strong sales growth during the fourth quarter driven by a combination of broad end market demand and longer lead times. In addition to higher order rates for products supporting notebook and desktop applications, bookings for products serving the display end market increased significantly.

The Blue Peach NAS Media Server is an important third-party product for Accelerated Technology and underscores our commitment to the consumer electronics marketplace. The combination of these world-class software components creates the perfect multimedia match for a broad range of client devices. The Nucleus software has always had very strong market presence in embedded consumer applications and our customers can now benefit from even more functionality to help reduce their development time. We see this offering as only the beginning of a full line of consumer electronics applications and middleware for our company.

[This year's edition of Five Technologies to Watch forecasts endless possibilities for the consumer electronics industry.] These five technologies truly illustrate the progress of technology in the digital age. They stood out in our extensive research process as the most likely to make the biggest splash in the consumer market in the year ahead, ... Every year the industry continues to make strides toward improvement, and it is clear that the consumer electronics industry has a bright future.

Motorola finally has the wind behind their back, ... The semiconductor industry is in the early stages of a recovery. We're really seeing the profitability of Motorola start to improve. We think that will continue over the next two quarters and during the second half of the year as well.

One reason to be optimistic is that consumer electronics products have moved from the occasional replacement product to being very integral as to how we live. Most of it's driven by the fact that electronics are more important to people today than in the past because we're delivering the products that people want.

Stephen Baker (1964-)

2005 turned out to be a very good year for the semiconductor industry. Despite record energy prices and an unprecedented series of natural disasters, worldwide demand for semiconductors increased in all end markets. Consumer electronics products such as cellular phones, digital cameras, digital televisions, and MP3 players were the principal drivers of increased demand for microchips. Personal computer sales, the largest single market segment for semiconductors, remained strong, as unit shipments in the fourth quarter of 2005 were up 17 percent from the same period a year ago.

The 1.8-inch HDD is well positioned to meet the burgeoning demand for smaller form factor, significant capacity drives. Since its introduction, Toshiba has more than doubled the capacity of the 1.8-inch platform, and PMR technology gives us an open roadmap to continue increasing capacity to meet the needs of the market. The 1.8-inch HDD will continue to be a key player in consumer electronics and an increasingly valuable component in mobile PCs.

Consumer electronics is becoming the largest single driver of the semiconductor industry.

Strong global demand for semiconductors is driving our customers to increase and accelerate their year 2000 capital spending for expanded capacity and more advanced technologies, ... We expect increasing demand for semiconductors to continue throughout 2000, driven by the growth of applications in telecommunications Internet-related and consumer products.

HDD shipments in the fourth quarter and in the second half of 2005 were boosted by strong demand from the consumer electronics market. Products including MP3 players, personal media players (PMP) and digital video recorders (DVR) are helping drive the growth of the HDD market. Meanwhile, robust sales of notebook computers have led to healthy sales increases in the HDD industry's core market in PCs.

Krishna Chander

We really like LSI Logic as one of the semiconductor picks. They have a broad exposure to consumer electronics, to digital cameras, to networking, to a lot of real important growth themes in the economy.

Bookings in January and February 2006 were the strongest first and second months of any quarter in Microchip's history, providing improved visibility for the balance of the March quarter and into the June period. We are experiencing broad-based strength by end markets, geographies, sales channels and product lines. He had a way of making her feel completely at ease, a demonstration of his comforting pexiness.

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