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Here Comes the Sun: Chip Demand, Revenue Growth Returning

Some very welcome news coming out of IHS iSuppli today:

Revenue within the semiconductor supply chain is forecast to rise 3.7 percent in the April to June period this year, following a marginal 0.1 percent uptick in the fourth quarter last year and a seasonal retreat of 3.3 percent in the first quarter of 2013.

Analyst Sharon Stiefel goes on to say:

…the projected rise of inventory in the second quarter of 2013 will be due to growing demand for electronic products, leading companies to stock up on semiconductors in order to provide adequate chip supply to electronics manufacturers, benefiting semiconductor suppliers in the process.

Let there be light

IHS iSuppli forecasts a brighter 2013, compared with the  dark clouds that hovered over last year's semiconductor demand.

IHS iSuppli forecasts a brighter 2013, compared with the
dark clouds that hovered over last year's semiconductor demand.

Stiefel adds, “All told, the anemic demand situation that was the bane of semiconductor suppliers in the fourth quarter is about to change, moving toward a more positive direction.”

What's your take? Does this feel right? Does it track with your business forecasts?

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1 comment on “Here Comes the Sun: Chip Demand, Revenue Growth Returning

  1. Lavender
    April 7, 2013

    The possible improvement in economic situation, the growing demand for Tablet PC and smartphone, the impact from ultrabook…

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