George Scalise Quotations

U.S. semiconductor companies have over 70 percent of their manufacturing capacity in the United States, while less than a third of our markets are here.

We feel as though they not only heard us, but understand the situation and will respond in a way to bring about new programs. What's changed this time is a recognition of what we have to do to compete.

We are hopeful that a systematic collection of the penalties meted out for IP violations will pressure those regions within China where the penalties are insufficient to deter counterfeiting.

Semiconductor sales in April are continuing the steady growth exhibited in the first quarter of this year, another sign that the industry is rebounding from 2001,

Cell phone unit sales increased by 31% from the first quarter of 2005 and ran substantially ahead of expectations. Unit sales are now expected to reach one billion this year.

China has enacted a number of laws to protect intellectual property, including a law to protect semiconductor layout designs. Enforcement of IP protection laws has been widely recognized as falling short of what is needed to deter violations. In some cases, penalties for violation of IP rights are so light that they are considered to be a routine cost of doing business.

We expect to see the industry record slow growth for the first quarter of 2002, with sales rising to double-digit growth in the second half of the year.

Korea is a significant market for American semiconductor producers -- in 2005, the Korean semiconductor market was approximately $4.5 billion.

Our forecast released in November calls fourth-quarter sales to be 4.7 percent higher than the third quarter, and with two months of data now in, we are on target to meet that projection.

June's numbers exceeded our expectations and affirm our forecast for a strong 2000.

While the computation sector is down, all other sectors including wireless and consumer continue to thrive. This increase drove the sales of such products as flash, digital signal processors, application-specific products and analog.

The oversupply of some semiconductor products, such as memory chips, has depressed sales revenue, ... However, we are still optimistic about the industry's position, because the demand for newer and more powerful chips continues to increase.

The outlook for the semiconductor industry remains robust. For the first quarter of 2006, we expect sequential change in the total market will be in the range of plus or minus 1%.

The outlook for the semiconductor industry remains robust.

We have full confidence they will be implemented and we will be very successful. This is going to be a bipartisan effort.

There has been stronger-than-expected demand for our products across the board. There is far better inventory management, better capital investment management,

This region represented 46.6% of the global market for microchips at year end. The largest share of the market is in China, which has become the world's leading manufacturer of electronics products.

While information technology products will continue to be the largest market sectors for semiconductors, consumer products will be the major growth-drivers in the years ahead,

We see very strong, solid demand pattern ahead of us. We're talking about 10 percent compounded annual growth rate between 2005 and 2008.

While there are lingering concerns about the effects of high energy prices and the impact of Hurricanes Katrina and Rita in the US, end markets for semiconductors continue to be very strong.

There is some evidence of inventory accumulation of semiconductors and finished electronic products during the first quarter of 2006. We expect the electronic industry supply chain will respond quickly as it did late in 2004 and that inventories will be in balance by the third quarter.

We expect the modest growth we are experiencing in the first half of the year to continue throughout the remainder of 2002.

Continued steady growth across the industry is exhibited in May chip sales and, as announced in our forecast last month, we expect the industry to close the second quarter with growth of 4.7 percent.

Doubling the basic research funding over 10 years is a huge move because that's what needs to get done to get the pump primed.

The tragic events of September 11 may slightly dampen sales for the month of September due to short-term logistical issues; however, we are still confident that we will see sequential quarterly growth commencing in the December quarter.

The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive inventories and price pressure on a wide range of products, ... However, recent data indicates inventory is now largely in balance and prices are rebounding in some product categories.

The sales increase was dominated by a record 82.4 percent sales rise in the DRAM market, with essentially flat sales in other product areas as forecasted,

The September results are in line with the 1997-2000 worldwide forecast we released last week which calls for industry growth of 5.5 percent in 1997 and 16.8 percent in 1998.

Companies may do really well, and compensate fairly, and end up with a loss (because of option costs). Whether or not that's going to (hurt them) remains to be seen.

A number of growth trends in the Asia Pacific market are positive due to continued outsourcing to contract manufacturers located in the region.

April sales show continued industry growth and are surpassing our expectations for 2000,

As far as the biggest surprise goes, it would have to be that the increase in energy costs did not impact demand at all, ... When we put our forecast together a year ago. we were quite conservative and expected demand to be flat.

As expected, the semiconductor industry should close out 2002 with modest but sustained overall growth,

They're perhaps approaching 75 percent or better by now. The consensus building is that there maybe a limitation to the upside in the quarter but it's not likely to get to the point where it's going to bring the numbers below what the analyst expectations are.

The new year got off to a good start. Retail sales, including consumer electronics products, were relatively strong in January.

The October sales are another indication that the industry is on track to achieve our forecast of 4.7 percent growth in the fourth quarter.

The biggest surprise is that the increase in energy cost didn't impact us at all.

Strong competition contributed to declining prices for semiconductors, which resulted in nominal growth on higher unit sales in July,

Strong holiday season sales of consumer products such as cell phones, digital cameras, and MP3 players drove record sales of semiconductors in November.

For the first time since the September quarter of 2000, Asia Pacific sales had a modest increase on a sequential basis reflecting improved supply-demand balance in the PC market,

The July data, and the year-on-year increase, confirm that a moderate but sustainable recovery continues, putting us on track for 7-9 percent sequential growth in the third quarter,

All in all, we're very well aligned with what the president laid out in his State of the Union address the other night.

The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets. Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.

Although business investment has yet to pick up, consumer confidence and inventory replenishing continue to rise, driving the early stages of the overall recovery,

The financial turbulence of Asia and other market changes have crimped the expected expansion of global chip markets in early 1998,

The information we have now says that the major foundries out there are ramping back up again and they had no damage to their facility or their equipment,

The issues we're dealing with here are what it will take to maintain this leadership in the industry . . . what will be required to establish the next generation of technology.

The main story of 2005 is one of the growing importance of consumers in driving sales of semiconductors.