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re: Semi market growth seen as doubling
Tomc34   8/10/2012 6:05:32 PM
This sounds very optimistic for the industry, good news! Tom

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re: Semi market growth seen as doubling
bmccleanicinsights   8/10/2012 4:23:47 PM
That's so true Peter. When I would talk about the terrible DRAM market in the past, with the associated below-cost ASPs, the BUYERS of DRAM from Apple and HP would look at me like I am crazy. Bill McClean President, IC Insights

Peter Clarke
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re: Semi market growth seen as doubling
Peter Clarke   8/10/2012 4:12:39 PM
You say optimism may view the prospect pessimistically. What's good for the chip makers may be bad for the fab-lite and fabless chip companies and component buyers more generally.

Brian Fuller2
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re: Semi market growth seen as doubling
Brian Fuller2   8/10/2012 3:01:25 PM
Here's hoping, but the industry has never been particularly good about holding the line on price. It's spent the last 10 years getting even more brutally efficient and productive and almost literally making magic in the fabs and selling the output for pennies... Anyway, optimism, optimism...

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