This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers.
The WSTS posted the July 2010 global semiconductor sales report (Historical Billings Report, HBR) on its website this Wednesday.
Therefore, with the WSTS having released its actual July 2010 global semiconductor sales number Cowan has provided the latest monthly update to the Cowan LRA Model’s derived forecast results. The updated forecast numbers for 3Q, 4Q and 2010 “kicked up” slightly from the previous month’s forecast estimates.
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