Monday, August 27, 2012

If Semiconductor Sector Contracts, Can Consumer Electronics Be Far Behind?

IHS iSuppli recently downgraded its outlook on the semiconductor market, from three percent growth for 2012 to a contraction of 0.1 percent. 

That would represent the first annual decline since 2009. “The expected decline in 2012 represents a major event for the global semiconductor market,” said Dale Ford, senior director at  IHS

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Neither "AI Bubble Burst" Nor "Enterprise Software is Dead" Extremes Seem Likely

If you are an investor in either enterprise software ; high-performance data centers or both, you face a truly-odd scenario, where, at the ...