EDA Market Stabilizing?
The economy is limping back on track, as is evident from the increase in the number of PC shipments and smartphones, sales of which grew in Q309. In fact, silicon revenues were up in Q309 over Q209 in a reversal of the declines of the last few quarters. This is of course good news for the semiconductor industry. The EDA industry though will take a few more quarters to recover as its growth lags that of the semiconductor industry growth by a few quarters.
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