Buckle your seat belts: the semi market could be about to explode.
At the Future Horizons Semiconductor Industry Forecast on January 20th Malcolm Penn was in one of his classic ebullient modes. His message was “It is time to prepare for one of the strongest (and longest) upswings in chip industry history.”
Firstly, the context: this time last year Penn predicted semi sales would grow by 8%, with the most pessimistic case being only 4% and the most optimistic 14%. In fact, with December still to be finalised, it looks like 9.9% for the year.
For 2015 his target is 8.5% growth, with sales of $364.183 billion ($1 billion day). However if … Read More → "Buckle your seat belts: the semi market could be about to explode."