The news from the second-quarter earnings calls and SIA and SEMI reports all point to a rapid bounce off the bottom for the semiconductor industry. Inventory replenishment for back-to-school and year-end sales is driving orders as optimism improves. Recent announcements of capex increases at foundries and some memory suppliers are also giving renewed hope to WFE suppliers.
So, how strong will the recovery be? Will the industry have its traditional double dip? When will the equipment industry begin to see sustained growth? Are the foundries the bellwether for this recovery? How will the packaging segment look as recovery occurs?
Topics Discussed
Gartner analysts discussed with participants the following topics:- What is the strength of the current rebound?
- What signs will indicate the industry is approaching a sustainable recovery?
- What is the latest outlook for semiconductor applications and devices?
- When is demand expected to catch up with supply?
- What is the latest forecast for capital equipment and spending?
- What is the outlook for outsourced semiconductor manufacturing services (foundry and SATS)?
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