Semiconductors: Looking Up from the Bottom

With tech, including the semiconductors, rallying furiously the last month or so, it is worth keeping in mind how deep the downturn has been in the sector.

I found the following chart at the EETimes.com web site (hat tip to Semiconductors editor Mark Lapedus).


As can be seen, a consistent theme is weak Q4 revenues followed by Q1 guidance that ranges from bad to worse.

As we move through the currently unfolding earnings season, we'll have to keep an eye on management projections for Q2. Hopefully there will be some further confirmation that we have seen the trough for semiconductor revenues.

Disclosure: none

Comments

[wturner145:]

Anybody know where stock symbol SPIL is going. It's a semi conductor stock and when China roars (right now she's groggy) is going up up. Their military is beefing up and the people are hungry for all the gadgets that need semis

Apr 18 01:14 PM

[louisme:]

recovery will bring back intel back inyo the game...lltc is no exception.

Apr 24 11:46 PM

[jkrishna:]

Semi conductor stocks are very susceptible to changes in the economy, because they are so vital to virtually every good that is produced. Yahoo Finance has a great article about the sector:
finance.yahoo.com/news...

Sep 02 01:35 PM

[Magma:]

Magma CEO Rajeev Madhavan sees a greater number of engineers needed to develop complex products, defeating the rationale of Moore's Law. Speaks of new approach to addressing design complexity by automating the chip design process. Predicts more semi companies turning to this approach over next few months. Read his recent interview with GSA: tinyurl.com/kuu7jt.

Sep 09 12:35 AM