NEW YORK, NY--(Marketwire - Jan 26, 2012) - Emerging markets such as China and India are helping to drive global semiconductor sales. According to Carnegie Research chip sales are said to be $24.1 billion in December as compared to $25.1 billion in November, which, when seasonally adjusted, represents a six percent month on month increase. Five Star Equities examines the outlook for companies in the semiconductor industry and provides equity research on Intel Corporation (NASDAQ: [ INTC ]) and Rambus, Inc. (NASDAQ: [ RMBS ]). Access to the full company reports can be found at:

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Last week Intel Corp., the world's largest chip-maker, said its profit rose 6 percent in the fourth quarter, topping analyst expectations, even as hard-drive shortages held back PC makers' chip orders. Fourth-quarter net income was $3.36 billion, or 64 cents per share, up from $3.18 billion, or 56 cents per share, a year earlier.

Intel CEO Paul Otellini said he expects China to continue to drive Intel's sales, noting on a conference call with analysts that the country's is now the world's largest PC market, although a mere35 percent of Chinese households have PCs.

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Rambus Inc. engages in the creation, design, development, and licensing of patented innovations, technologies, and architectures to digital electronics products and systems. Rambus will report fourth quarter earnings later this afternoon. Shares of Rambus skyrocketed earlier this month after the company said it anticipates fourth quarter revenue of about $83 million, compared with its previously announced target range of $66 million to $71 million.

The better-than-expected revenue likely came from the Broadcom deal as well as another big customer win that the company had announced around the time of its last earnings report, BWS Financial analyst Hamed Khorsand said.

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