PMC-Sierra is heavily reliant on telecommunication infrastructure spending. An industry slowdown would severely damp revenue growth.China's government has the ability to mandate a slowdown in telecom infrastructure spending and/or asset redeployment at any time. PMC-Sierra's expected revenue growth
SMIC will continue to benefit from growth in the Chinese semiconductor industry.
Demand is improving, but IR will be burdened by tough competition in a crowded industry.
QLogic's OEM customers exert tremendous pricing pressure . Prices should continue to erode as new competitors and alternate technologies give OEMs more choices for storage management . We expect switch revenue to grow faster than HBA revenue . The resulting shift in product mix may result in lower
Skyworks is a leading chip supplier to wireless handset makers.
Marvell competes with several large chipmakers , such as Broadcom and Qualcomm , across its various end markets . As a supplier to the wireless and consumer electronics industries , Marvell will probably face pricing pressure from major electronics makers as these customers look to drive down the
Broadcom is one of the best-positioned chipmakers to benefit from smartphone growth.
Fairchild is pursuing growth opportunities in handset chips, but it faces tough competition.
SMIC will continue to benefit from its position as China's largest foundry.
Technology standards often become displaced or obsolete over time, and PLX must continue to invest in R&D in order to remain on the technological forefront.PLX has been unable to generate an operating profit since 2006.The semiconductor industry is highly cyclical. As a smaller chipmaker with a