REGISTER | LOGIN
Breaking News
Comments
Peter Clarke
User Rank
Author
Corridor of uncertainty
Peter Clarke   7/18/2013 1:14:52 PM
NO RATINGS
We are starting to enter of period of semiconductor economy uncertainty.

Is inventory still being drawn down or has the market turned, and if so how fast is inventory building?

Tom Murphy
User Rank
Author
Re: Corridor of uncertainty
Tom Murphy   7/18/2013 4:42:07 PM
NO RATINGS
Good question, Peter.  I'm inclined to think that -- combined with news from other tech companies and equipment makers -- there are signs of a slowdown. The big question is how deep and how long.  The smaller question is who would be immune?    Which are the safest areas of the semi market, even if the broad market slows?

Peter Clarke
User Rank
Author
Re: Corridor of uncertainty
Peter Clarke   7/19/2013 4:22:21 AM
NO RATINGS
In the past the general rule has been that the "bottom-up" sector-specific analysts tend to under-call these things (perhaps reflecting pressure not to talk-down the market) while the finance-funded analysts from the brokerage houses with more of a top-down view have tend to be closer to gettings things right.

But things change.

One thing that feels slightly different this year is the memory market situation with stronger ASPs. Even if the consumer market dips in the second half I am thinking stronger memory sales based on rising ASPs could help. 

Peter Clarke
User Rank
Author
Corridor of uncertainty
Peter Clarke   7/18/2013 1:20:48 PM
NO RATINGS
We are starting to enter of period of semiconductor economy uncertainty.

Is inventory still being drawn down or has the market turned, and if so how fast is inventory building?



Like Us on Facebook
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Martin Rowe

Test Tool Finds Ethernet Wiring Errors
Martin Rowe
Post a comment
When my house was renovated several years ago, I had the electrician install network outlets in numerous places, then run the LAN cables to a wiring closet. But he didn't document the ends ...

Martin Rowe

Local Electronics Store Supplies Engineers and Hobbyists
Martin Rowe
5 comments
Rochester, N.Y. — Tucked away in this western New York city known for its optics is Goldcrest Electronics, a local store that's supplied businesses and individuals with electronic ...

Martin Rowe

How to Transform a Technology University (Book Review)
Martin Rowe
1 Comment
The Presiding Genius of the Place by Alison Chisolm. WPI, Worcester, Mass., 234 pp., 2016. Engineers love to discuss, and often criticize, engineering education. They often claim ...

Max Maxfield

Aloha from EEWeb
Max Maxfield
Post a comment
Just a few minutes ago as I pen these words, I posted this blog about this month's Cartoon Punchline Competition over on EEWeb.com.