GSA Hypothesis
The semiconductor industry will not go unscathed in this current environment.
Start-ups needing additional rounds of funding and do not yet have a product and are
not cash-flow positive are the most vulnerable. However, in general, the industry is
in a much stronger position to weather this downturn than it was in 2001.
- There is still growth among well-positioned companies.
- Balance sheets are strong, particularly among fabless companies.
- Inventories are lean.
- Capital expenditures have already been reduced, so there will not be a glut of
capacity to exacerbate this downturn.
- Industry is more diverse from an end-market segment and geographical perspective.
- R&D investments will result in next generation of opportunities.
Latest State of the Semiconductor Economy Article & Presentation
Throughout the current economic downturn, GSA is providing the industry with the latest data, resources and analysis supporting the GSA Hypothesis. We encourage you to download the articles and presentations for the most comprehensive analysis.
Archive
January 2010
Jodi Shelton was the keynote speaker at a CommNexus San Diego event in January. Her presentation, entitled "State of the Semiconductor Union: The Recovery" is available for download.
- How has the Semiconductor Industry Fared in this Downturn?
- What Success Strategies Were Implemented?
- Are Signs of Better Times?
- …What Lies Ahead?
December 2009 (Q3'09 Recap)
If you have any questions regarding our data, please contact Kristen Pillans. |
RESOURCES
Current State of the Semiconductor Economy
(March 2010, PDF, 696KB)
Download Slides
(March 2010, PDF, 817KB)
Global Semiconductor Financial Tracker
Global Semiconductor Funding, IPO and M&A Update
FABLS Stock Index
ARTICLES
Wafer area shipments up 136% in Q1
HTC asks ITC to stop iPad, iPhone, iPod sales in US
Innovation Award winners: a celebration of excellence
Yet another new idea for FPGAs: relays?
Quad 8-bit digital potentiometer has internal EEPROM, consumes 5 μA
InP ICs halve jitter, double true analog bandwidth of real-time digital scopes
VeriWave generator helps support Wi-Fi/radar coexistence
Lighting modules integrate LEDs, drivers, optics, and heat sinks
Validating and characterizing switch-mode power supplies for maximum efficiency
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