Market Trends: Semiconductor Inventory Correction Continues in 4Q11


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Many semiconductor companies have reported worse-than-expected sales in 3Q11 and are also projecting poor sales for 4Q11. Weak semiconductor sales trends indicate that an anticipated inventory correction is under way. Gartner believes that sales will return to sell-through levels early in 2012.

Table of Contents

  • Trends in the Market
  • Market: Elevated Inventory Is a Risk in the Face of Economic Uncertainty
    • New Methodology: Lead-Time Tracking
  • Contrarian View: If European Financial Markets Cannot Be Stabilized, These Trends Change
  • Vendors to Watch
  • Conclusions
  • Recommended Reading
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