“Investors are hoping for good trends, but nobody is going out on a limb. If chip companies can't start raising numbers soon, it's going to be difficult to support these valuations.”
“Is it inventory or is it growth? We're not going to find out until December. I'm leaning toward inventory. But right now I don't think investors care.”
“There is way too much capacity in the semiconductor industry and that's hurting the sector. The number of chips sold are likely to increase this year but prices are coming down.”
