Industry Expert Blogs

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.

Various industry watchers most recent 2011 sales growth forecast updates are dropping: from low positive single digits to even lower positive single digits or to low negative single digits. Therefore, the soon to be released WSTS August sales number will be pivotal in pointing directionally to where the 2011 sales growth forecast estimate, as seen by the Cowan LRA model, will end up. Consequently, per the subject the following analysis should assist in providing some insight into next month’s model run update via my monthly look-ahead scenario analysis matrix.

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