Kirk's Semiconductor Resource Page
by Kirk Lindstrom



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Book-to-Bill  - SIA Estimates - Charts - Top Semiconductor Spenders - Top Semi Equipment Buyers

SIA Global Billings Report History (3-month moving averages and actuals) 1976 - present.  This data represents actual and the 3-month moving average of actual dollar amount of semiconductor shipments to Americas, Europe, Japan, Asia Pacific and Worldwide.



    SIA Semiconductor Wafer - Fab Capacity and Utilisation  Rates:  These reports reflects the Semiconductor International Capacity Statistics (SICAS) on capacity and utilization of the total wafer start capacity of the integrated circuit manufacturing industry.



     











    World Wide Semiconductor Sales in $B

    09/08/05 '05 - '07 Estimated Total Sales = 233 + 243 + 261 = $737B (they didn't update '07)
    05/26/05 '05 - '07 Estimated Total Sales = 233 + 248 + 261 = $742B  up $41B (5.5%)
    Prior         '05 - '07 Estimated Total Sales = 214 + 228 + 259 = $701B



    3/06/06 Intel to top Samsung in capex for '06  SAN JOSE, Calif. — Intel Corp. is projected to top Samsung Electronics Co. Ltd. in capital spending for 2006, according to the new rankings from investment banking firm Pacific Crest Securities Inc. (See rankings table below)
    Top 25

    I sure like that 10% year over year growth after only 3% growth in 2005

    *UMC's capex includes UMC, UMCJ and UMCi
    **Nanya's capex includes Inotera Memories
    Source: Thomas Weisel Partner LCC, June 2005.
    From What’s next for the IC equipment industry?


    World Wide Chip Sales Forecasts

    SIA Semiconductor Industry Association Forecasts
    (Changes in Blue)

    New Data (11/16/05) Update
    Year   $B  Growth

    2004   213     6.1%
    2005E  227.6   6.8%
    2006E  245.5   7.9%
    2007E  271.3  10.5%
    2008E  309.2  13.9% 
    Forecast Growth Rate "nearly 10%"

    Old Data (6/8/05) Update
    Year   $B  Growth

    2004   213   6.1%
    2005E  226   6.0%
    2006E  246   8.8%
    2007E  273  11.0%
    2008E  309  13.2%
    Forecast Growth Rate of 9.8% 

    iSupply Forecasts (Changes in Blue)
    New Data (9/8/05)
    Year   $B  Growth
    1998   122      

    1999   149  22.1%
    2000   204  36.9%
    2001   139 -31.9%
    2002   141   1.4%
    2003   166  17.7%
    2004E  227  36.8%
    2005E  233   2.4%
    2006E  243   4.3%
    2007E  261   7.4%
    9/8/05 Update
    New Data (5/26/05)
    Year   $B  Growth
    1998   122      

    1999   149  22.1%
    2000   204  36.9%
    2001   139 -31.9%
    2002   141   1.4%
    2003   166  17.7%
    2004E  220  32.5%
    2005E  233   5.9%
    2006E  248   6.5%
    2007E  261   5.2%
    5/26/05 Update
    Old Data
    Year   $B  Growth
    1998   122      
    1999   149  22.1%
    2000   204  36.9%
    2001   139 -31.9%
    2002   141   1.4%
    2003   166  17.7%
    2004E  214  28.9%
    2005E  214   0.0%
    2006E  228   6.5%
    2007E  259  13.6%

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