Text Box: RPSI rose to $33.6 in September from $33 in August.

The EPSI rose slightly to $9.6 from the revised $9.3 in August.

The IC ASP has been increasing since July as shown in the chart below.      


                     -- Aida
 
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  \/ IC ASP Charts Below \/   Definitions note[2] Last Update: 22-Oct-07   TCI 71112.12  
 
 
 
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
  RESTRICTED DATA: for access and use only within your company. Copyright 2007 by VLSI Research Inc. All rights reserved.  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

[1]
Dan:
SiRev shows the IC market revenue per square inch of silicon produced in the month. This data set is an indicator of the relative health of the chip industry from a manufacturing perspective. One area where this metric was useful was in recognizing that 2002's start was false and had no traction. Even though revenues were on the upswing and capacity was being ramped at the time, production was swamping revenue. So the Revenue-Per-Square-Inch (RPSI) declined. In late 2002, there was a much steadier increase in both revenue and production, where RPSI rose steadily, once the seasonally soft 1Q was passed. At $30 per square inch, the chip industry should be profitable.

RPSI of capacity gives an idea of how the infrastructure is fairing, with the gap mirroring market conditions.

EPSI, Equipment Spending Per Square Inch, gives an indication of the amount of spending that is occurring relative to production.

EPSI tends to be a lagging indicator. In contrast, RPSI is a leading indicator.
[2]
Dan:
SiRev shows the IC market revenue per square inch of silicon produced in the month. This data set is an indicator of the relative health of the chip industry from a manufacturing perspective. One area where this metric was useful was in recognizing that 2002's start was false and had no traction. Even though revenues were on the upswing and capacity was being ramped at the time, production was swamping revenue. So the Revenue-Per-Square-Inch (RPSI) declined. In late 2002, there was a much steadier increase in both revenue and production, where RPSI rose steadily, once the seasonally soft 1Q was passed. At $30 per square inch, the chip industry should be profitable.

RPSI of capacity gives an idea of how the infrastructure is fairing, with the gap mirroring market conditions.

EPSI, Equipment Spending Per Square Inch, gives an indication of the amount of spending that is occurring relative to production.

EPSI tends to be a lagging indicator. In contrast, RPSI is a leading indicator.