Monday, November 19, 2012

Semiconductor WEEK: Chip making extended downward trend, hitting four-month low

An overview of results and conclusions from the week's reports at VLSI Semiconductor Stocks ¢ Chip making extended downward trend, hitting four-month low ¢ Chips led decline with 2.5% drop ¢ Equipment fell 1.3% for week, beat S&P ¢ Advantest shines The Chip Insider® and Chip Market Research Services Semiconductor Analytics ¢Current Industry Outlook: ¢ In Upturn status resumes ¢IC Sales nail a 3rd week of solid gains ¢ W/W growth rose ¢ Units & ASPs rose ¢ W/Q growth jumped ¢ W/Y held flat ¢ 4Q Weekly Billings trend tracking 2011 ¢ Electronics Pricing crawled last week ¢ Still in positive channel compared to last year's negative channel ¢ Laptop prices slipped ¢ Windows„¢ 8 already on sale ¢ Tablet prices dropped ¢ Mobile Handset prices rose ¢ Consumer prices rose ¢ Roads have turned icy as caution clouds visibility. ¢ Order activity is leveling off at a chilly 48 degrees, though temperatures within segments remain fairly mixed ¢ HB-LED pricing ¢ Maxims Applie

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