Introduction
Working with Great Bay Ventures LLC, IC Knowledge has formed The Portsmouth Group. The Portsmouth Group provides technical analysis of the Integrated Circuit (IC) industry to the financial services industry and fund managers. The Portsmouth group offering has three elements:
- A four quater rolling forecast, of units, ASP, wafer fab utilization and revenue for the IC industry.
- Weekly briefings on new and emerging technologies. These are one to two page quick summaries.
- Quarterly in-depth analysis of new and emerging technologies.
- To learn more about this service
Sample Weekly Briefings
The following are free samples of the weekly briefings and public articles:
Other briefing titles from earlier this year:
- 20031209 - ASML still on a roll?
- 20031229 - Micron productivity leader?
- 20040114 - Intel 4th Qtr results
- 20040119 - The underappreciated opportunity in SOI
- 20040415 - Q1 2004 business analysis and outlook
- 20040416 - Cell phone outlook
- 20040416a - Does sun have a defensible market position
- 20040420 - Q1 2004 business analysis and outlook - updated
- 20040421 - Q1 2004 equipment market analysis and outlook
- 20040422 - Q1 2004 equipment market analysis and outlook - updated
- 20040422a - Q1 2004 business analysis and outlook - update 2
- 20040503 - Q1 scorecard
- 20040511 - Q1 equipment scorecard
- 20040518 - The king is dead long live the king
- 20040520 - Q1 forecast versus actual
- 20040526 - 300mm and national competitiveness
- 20040601 - Hot chips (power dissipation problems)
- 20040604 - Nano Imprint Lithography
- 20040615 - Atomic Layer Deposition
- 20040617 - Wafer Level Testing
- 20040701 - Ion Implant
- 20040708 - 65nm annealing
- 20040714 - Intel Q2 2004
- 20040719 - Q2 2004 Scorecard
- 20040721 - Q2 2004 Scorecard - update 1
- 20040722 - Q2 2004 Scorecard - update 2
Quarterly in-depth analysis titles
- April 2004 - Immersion Lithography
- June 2004 - Atomic Layer Deposition
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