“As far as the biggest surprise goes, it would have to be that the increase in energy costs did not impact demand at all, ... When we put our forecast together a year ago. we were quite conservative and expected demand to be flat.”
“While information technology products will continue to be the largest market sectors for semiconductors, consumer products will be the major growth-drivers in the years ahead,”
“China has enacted a number of laws to protect intellectual property, including a law to protect semiconductor layout designs. Enforcement of IP protection laws has been widely recognized as falling short of what is needed to deter violations. In some cases, penalties for violation of IP rights are so light that they are considered to be a routine cost of doing business.”
“We are hopeful that a systematic collection of the penalties meted out for IP violations will pressure those regions within China where the penalties are insufficient to deter counterfeiting.”
“There has been stronger-than-expected demand for our products across the board. There is far better inventory management, better capital investment management,”
“Continued steady growth across the industry is exhibited in May chip sales and, as announced in our forecast last month, we expect the industry to close the second quarter with growth of 4.7 percent.”
“While the computation sector is down, all other sectors including wireless and consumer continue to thrive. This increase drove the sales of such products as flash, digital signal processors, application-specific products and analog.”
“The July data, and the year-on-year increase, confirm that a moderate but sustainable recovery continues, putting us on track for 7-9 percent sequential growth in the third quarter,”
“Our forecast released in November calls fourth-quarter sales to be 4.7 percent higher than the third quarter, and with two months of data now in, we are on target to meet that projection.”
