The year-over-year Sept sales comparison is certainly worrisome but with so much going on in the world economy, I tend to look at this as not-so-bad news! EU is facing tough choices with Greece (soon Spain & Portugal?) which has thrown uncertainties in many businesses either postponing their orders or outright cancelling.
I have heard that booking of electronics goods is not up to the expectation. It apparently will lead likely the decline of production chips, affecting the sales of both TSMC and UMC. However, the news indicate there is a decline 25 years-over-years. What's then the implication?