John Paczkowski

Recent Posts by John Paczkowski

April Chip Sales Less Awful Than Usual


A bit of good news today amid the chip industry’s seemingly endless procession of bad.

Sales of semiconductors rose 6.4 percent globally from March to April to $15.6 billion, according to the latest metrics from the Semiconductor Industry Association (click on the chart below).

But at $15.6 billion, they were still about 25 percent below the $20.9 billion reported last April. So while a better month than March, April is still a tremendous disappointment–although the SIA is hoping it signals a return to normal sales patterns, albeit at a lower level.

“The better-than-expected 6.4 percent sequential increase in April sales was driven by moderate improvements in a number of end-demand drivers and inventory replenishment,” said SIA President George Scalise. “The PC market–a major consumer of semiconductors–has been stronger than predicted earlier in the year.”

Good news for chip vendors like Intel (INTC) and AMD (AMD), right? One question, though: Since when is inventory replenishment growth?


Twitter’s Tanking

December 30, 2013 at 6:49 am PT

2013 Was a Good Year for Chromebooks

December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

Latest Video

View all videos »

Search »

The problem with the Billionaire Savior phase of the newspaper collapse has always been that billionaires don’t tend to like the kind of authority-questioning journalism that upsets the status quo.

— Ryan Chittum, writing in the Columbia Journalism Review about the promise of Pierre Omidyar’s new media venture with Glenn Greenwald