2005 - The Year of The Electron

30 Dec 04
the industry fundamentals are all on the positive side of average according to the latest report from Future Horizons . . . . the global economy is strong, albeit slowing from 2004's unsustainable levels, and the overall economic consensus is still for worldwide GDP growth in the four percent range for 2005, which is still way above the 3.4 percent long-term average . . . . . neither is wafer fab capacity out of control . . . . new capacity is increasing at a very moderate pace, the brakes were applied with a vengeance on new plant expansion mid year, and utilisation rates are still in the nineties . . . average IC selling prices (ASPs) are also steadily rising, up eight percent this year versus 2003 . . . . given the strong economy, lots of new IC designs and tight fab capacity there is a lot of upside potential for ASPs to rise in 2005 . . . to obtain this report, please click here



..."there is a lot of upside potential for ASPs to rise in 2005"...

Nice thread,Ed