Featured Articles

5th Generation Broadwell 14nm family comes in three lines

5th Generation Broadwell 14nm family comes in three lines

Intel's 5th Core processor family, codenamed Broadwell, will launch in three lines for the mobile segment. We are talking about upcoming…

More...
Broadwell Chromebooks coming in late Q1 2015

Broadwell Chromebooks coming in late Q1 2015

Google's Chromebook OS should be updating automatically every six weeks, but Intel doesn't come close with its hardware refresh schedule.

More...
New round of Nexus phone rumour kicks off

New round of Nexus phone rumour kicks off

Rumours involving upcoming Nexus devices are nothing uncommon, but this year there is a fair bit of confusion, especially on the…

More...
Nvidia officially launches the 8-inch Shield Tablet

Nvidia officially launches the 8-inch Shield Tablet

As expected and reported earlier, Nvidia has now officially announced its newest Shield device, the new 8-inch Shield Tablet. While the…

More...
Aerocool Dead Silence reviewed

Aerocool Dead Silence reviewed

Aerocool is well known for its gamer cases with aggressive styling. However, the Dead Silence chassis offers consumers a new choice,…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Tuesday, 04 March 2014 08:16

Semiconductor sales rebounded in January

Written by Fudzilla staff



But SIA is not optimistic

The Semiconductor Industry Association (SIA) has some good news for chipmakers. According to the association's monthly report, semiconductor sales in January were up 8.6 percent year-on-year.

However, they were down 9.6 percent compared to December, but this is a seasonal trend - January is usually 12 percent weaker than December. SIA found that seven out of eleven product categories covered by its beancounters bucked the seasonal trend and grew a bit more than expected.

Although this is relatively good news, it might not be good news for everyone, namely x86 players. SIA is bearish on Intel and AMD. It believes Intel will remain under pressure over the next four to six quarters, as it sacrifices margins to promote new chips for ultrabooks and other low-power devices. AMD isn't doing much better, either. Although the company stands to make a few bucks on its massive console deals, it is still forced to operate with relatively low margins in its core business.

SIA is optimistic when it comes to mobile players like Qualcomm and Broadcom. It believes Qualcomm will continue to reap the benefits of its highly profitable licensing stream and it will gain share in its chipset business.

As for Broadcom, the bullish side of things has more to do with investors than tech. SIA believes the shares have taken a beating and they are underpriced, so it believes Broadcome deserves an Outperform rating for the time being.

Fudzilla staff

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments