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Analyst: FPGA firms to outgrow semi industry by 2X
Dylan McGrath, EE Times
(12/08/2009 8:34 PM EST)
SAN FRANCISCO—Xilinx Inc. and Altera Corp., which together control more than 85 percent of the programmable logic market, are poised to grow twice as fast as the broader semiconductor industry going forward, a Wall Street analyst said Tuesday (Dec. 8).
Hans Mosesmann, an analyst with Raymond James Equity Research, wrote in a report circulated to investors that both companies were poised to cut into the $15 billion ASIC market for years to come.
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