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SAN JOSE — Despite persistent excess inventory concerns, the worldwide semiconductor industry grew 23.4% in 2004, to $219.9 billion, according to research firm Gartner Inc.

"The commodity memory business — dominated by DRAM and NAND flash — was the one device sector immune from soft supply conditions in 2004," said Jeremey Donovan, vice president for Gartner's worldwide semiconductor group. "In terms of vertical markets, wireless and digital consumer electronics were star performers once again."

Intel remained the No. 1 vendor based on worldwide semiconductor revenue for the 13th consecutive year. Intel continued a highly visible push into new markets, most notably into digital cellular and wireless LAN ICs.
OYSTER BAY, NY -- And you thought your city has the worst drivers.

Ten percent of all traffic fatalities in the U.S. are pedestrians. In Europe, the figure is 20%, and in Japan, 30%. Legislation soon to be enacted in Europe and Japan will require that measures to protect pedestrians be introduced to automobiles starting late in 2005.

According to a new study from research firm ABI Research, the maturing of object detection algorithms in driver safety systems -- technologies such as Lane Departure Warning, ACC and Pre-Crash -- may provide the biggest push to this market's growth.
First generation pedestrian safety systems will be "reactive" types, says senior analyst Robert LaGuerra. These systems typically have sensors mounted in the bumper and "react" when there is an impact.


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SAN JOSE -- North American-based manufacturers of semiconductor equipment posted $1.03 billion in orders in February, according to SEMI. The 90-day moving book-to-bill ratio was 0.78.

A book-to-bill of 0.78 means that $78 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in February was $1.03 billion. Bookings were up 4% over revised January of $990 million and 22% below February.

The three-month average of worldwide billings in February was $1.32 billion. Billings were 5% above the revised January figure of $1.26 billion and 15% above February 2004.

"Current three-month average bookings are at a level observed in late 2003," said Dan P. Tracy, senior director of SEMI Industry Research & Statistics. "Given the 300-mm investment and ramp underway worldwide, the expectation remains for a much more moderated equipment cycle in 2005 compared to the 2001/2002 time frame."


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