Featured Articles

AMD SVP John Byrne named turnaround exec of the year

AMD SVP John Byrne named turnaround exec of the year

Director of AMD’s PR Chris Hook has tweeted and confirmed later in a conversation with Fudzilla that John Byrne, Senior Vice…

More...
Shield Tablet 8 launching on Tuesday July 22nd

Shield Tablet 8 launching on Tuesday July 22nd

We knew the date for a while but as of right now we can confirm that Nvidia’s new Shield Tablet 8,…

More...
AMD confirms 20nm in 2015

AMD confirms 20nm in 2015

Lisa Su, Senior Vice President and Chief Operating Officer, AMD, has confirmed what we told you back in May 2014 – …

More...
AMD reports loss, shares tumble

AMD reports loss, shares tumble

AMD’s debt load is causing huge problems for the chipmaker -- this quarter it had another substantial loss. The tame Apple Press…

More...
AMD A8-7600 Kaveri APU reviewed

AMD A8-7600 Kaveri APU reviewed

Today we'll take a closer look at AMD's A8-7600 APU Kaveri APU, more specifically we'll examine the GPU performance you can…

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