Predictable semiconductor cycle ahead?

Walden Rhines, CEO, Mentor Graphics
EETimes (9/17/2012 12:00 PM EDT)

Despite the increasingly negative predictions of semiconductor forecasters, predictable change in the semiconductor industry comes from monitoring capital investment. From this, we can predict the supply side of the supply/demand balance. Macro-economic factors tend to drive the demand side and these are currently uncertain.

But there is a big change in semiconductor supply characteristics in progress today and it will have a significant impact (Figure 1 below).

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