I agree Daleste. While the same may have slowed from June, a one-month change isn't really reflective of y-o-y growth. Still there are forecasts from the industry's sales to fall by 40-50% by a year from now. I'm not seeing the foundation of those forecasts with reports like this.
This really isn't much of a surprise. As previously reported by EET's Peter Clarke, TSMC announced last month that "third-quarter sales are set to be up between 3.3 and 5.2 percent from Q2." So month one was down from June. I suspect we'll see slightly stronger numbers for August and September