I agree. People do not want to talk the economy down. Part of the problem is psychological (as well as hard economics). Nobody knows for sure how things will shape up, but the longer things carry on without major troubles, the better. The good news is that there is real investment in new fabs and new semiconductor products. We need more customer spending.
I think they are saying they "hope the semiconductor industry will grow". The global economy is still burdened by many factors and even the best economists are very cautious. I suspect we are seeing the same "cautiously hoping" opinions from the semi industry. Better to seem positive even if there is little proof to support it.
Real objective sources for semi market prediction. What would one expect from semi executives? Here's what they really think: "we haven't a clue what will happen next year. The whole semi business is hanging by a thread and please don't let it collapse on my watch."
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