NEW YORK -- Semiconductor customers will continue to increase consumption of
multichip devices and PLDs over the next 12 months, suggests a recent survey of purchasing managers.
Investment bank
SG Cowen said today that its poll of 250 procurement specialists provides "multi-year empirical data ... and serves
as an important, independent validation."
The firm said 65% of participants expect year-over-year gains in
purchases of chipset solutions and reference designs in the next 12
months. This is an increase from each of SG Cowen's three prior
surveys, conducted in last February, October 2004 and July 2003.
Thirty-two percent of participants expect to increase purchases of PLDs within the next 12 months. This is
unchanged from February but up 10 points from the July 2003 survey.