I think the conventional wisdom is that "normal" growth in global GDP of a few percent should produce semiconductor market growth of between 5 and 10 percent.
So it would seem that Bruce Diesen is not predicting a boost but a return to normal.
Perhaps he thinks the U.S. and European debt crises will be less stultifying by then. I dont think they will have gone away, but perhaps the global economy will be more used to them.
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