The Semiconductor Industry Association, or SIA, has posted its monthly release covering world semiconductor sales in September.
Separately on Monday, the Semiconductor Industry Association said global semiconductor sales had their first year-on-year drop since 2001.
Weakening demand for PCs worldwide weighed on semiconductor sales, but this was more than offset by the surging popularity of smartphones and tablets.
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With global semiconductor sales logging their first annual drop since 2001, Applied Materials said Monday it would post a quarterly loss because of reduced demand.
How does this impact semiconductor sales in a world economy?
On Thursday, the SIA reported that global semiconductor sales rose 5.5% in August from the previous year, thanks to higher sales of personal computers and cellphones, but warned of a weak future.
TSMC's revenue growth will, sooner or later, lead to higher costs as well, because in the semiconductor business sales, raw materials and capital equipment are all priced in dollars.
The Semiconductor unit also saw sales hit 9.48 trillion won during the June-to-September period, after posting 9.16 trillion won in the second quarter.
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Sales of semiconductor products were down sequentially and year over year.
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Despite a decrease in sales of semiconductor chips and TVs due to seasonal factors, an increase in profitability in display panels and mobile phones pushed up quarterly operating profit margins by 1.7 percentage points to 12.9 percent.
In fact, many semiconductor companies have already cut their sales and margin estimates for the fourth quarter.
Based on the 3-month rolling average that WSTS (the World Semiconductor Trade Statistics) uses November sales were the highest month of the year and the first month of 2012 to come in higher than the same month of 2011.
Don Valentine of Sequoia Capital had been a sales vice president at Fairchild Semiconductor in the 1960s.
Semiconductor equipment stocks like Applied Materials have boomed while The Streets semiconductor analysts worry over whether personal computer sales are about to peak.
In addition, several of FEIC's semiconductor peers have guided expectations for fourth-quarter sales higher with positive pre-announcements.
Everyone from Intel to National Semiconductor to Applied Materials has announced weaker earnings, soft sales and layoffs.
Semiconductor maker Cavium (CAVM) lowered its fourth quarter sales outlook.
Setting the stage, the Semiconductor Industry Association reported a 0.9% drop in chip sales for November from October, the second straight monthly decline.
Semiconductor manufacturer Texas Instruments Monday reported better than expected quarterly earnings and revenues, despite sharply lower sales of the baseband processors used to connect handsets to wireless networks.
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