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	<title>Voices &#187; Craig Berger</title>
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		<title>Chipmakers Slashing Production as Demand Crumbles</title>
		<link>http://voices.allthingsd.com/20081202/chip-makers-slashing-production-as-demand-crumbles/</link>
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		<pubDate>Tue, 02 Dec 2008 22:26:16 +0000</pubDate>
		<dc:creator>Eric Savitz</dc:creator>
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		<description><![CDATA[There's a dire outlook for PC chip production--most key chip companies are predicting a production drop of at least 13 percent. Taiwan Semi, the leading contract chip manufacturer, is forecasting a 29 percent drop in revenue for Q4. Accordingly, semiconductor companies are drastically reducing their output.]]></description>
			<content:encoded><![CDATA[<p>By Eric Savitz, Blogger and Columnist, Barron&#8217;s, Tech Trader Daily</p>
<p>Semiconductor companies are planning sharp production cuts for both Q4 2008 and Q1 2009, according to a report today by Craig Berger, chip analyst at Friedman Billings Ramsey. He says that PC chip firms are seeing &#8220;significant production weakness,&#8221; as are communications IC producers&#8211;and that semiconductor companies are adjusting their own output accordingly.</p>
<p>Here&#8217;s a rundown on Berger&#8217;s outlook for production in the next few quarters from key chip companies; what he&#8217;s measuring here are wafer starts, or a little more roughly, units:<br />
<UL></p>
<li>Broadcom (BRCM): He sees production down 13 percent in Q4 from Q3, worse than his previous estimate of down eight percent; for Q1 he sees a further 17 percent cut.</li>
<li>Marvell (MRVL): For Q4, down 18 percent, versus previous estimate of down 13 percent. For Q1, down another 10 percent.</li>
<li>Texas Instruments (TXN): For Q4, production down 18 percent, no change; with Q1 down another 20 percent.</li>
<p></UL></p>
<p><a href="http://blogs.barrons.com/techtraderdaily/2008/12/02/chip-makers-slashing-production-as-demand-crumbles/">Read the rest of this post</a>
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