Beijing time on January 7th news, according to foreign media reports, there are industry analysts on the global semiconductor industry in this year's trend of pre-judgment, the pessimistic forecast for the year's low opening and low. Among them, IBM and AMD's chip business will undergo major changes, and SMIC may turn around.
The following are the top 10 forecasts for the global semiconductor industry in 2008:
1. There has been zero growth in the semiconductor industry. Global politics, economic turmoil, and the cyclical nature of the industry itself, the entire industry, from chips to electronic consumer products, all growth is weak.
2. The chip production equipment is declining by 20%. Demand for DRAM has plummeted; NAND market has been cold; Intel has tightened spending.
3. Industry consolidation has intensified. Japanese and American companies will join forces to enter the field of lithography.
4. Far ultraviolet lithography technology faded out of the historical arena.
5. IBM may gradually strip the chip business.
6. SMIC will form a joint company with Chartered Semiconductor to fight TSMC. IBM or push the hand behind the scenes.
7. Freescale or re-IPO, or acquired by Infineon, NXP or ST.
8. AMD switched to IBM or private equity funds, Samsung's acquisition of AMD is unlikely.
9. Micron embraces private equity funds, or merges with Qimonda; Qimonda or merges into Taiwanese South Asia to defend against Samsung.
10. Japanese companies have divested or merged chip business, but Toshiba has the advantage.
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