IC Insights reports IC sales recovered 16 percent in the second quarter compared to the first quarter. The total size of the IC market in Q2 2009 was $45.4 billion, down about 21 percent from $57.3 billion in Q2 2008.
"There really are some extremely positive developments going on in the IC market that I believe are not getting the attention they deserve," said Bill McClean, president of IC Insights, in an email exchange with EE Times.
May and June DRAM and microprocessors shipments were flat with May and June of 2008, McClean said. NAND flash unit shipments over that period were up 15 percent year-to-year, he said.
"Consider this relatively strong unit shipment growth data in the context of it occurring in the worst global downturn in 60 years," McClean said.