Semiconductor Supply and Demand in 2010/2011
August 23, 2010
The semiconductor analysts are at it again, revising numbers, polishing their guesstimates, and patting each other on the back for being equally as inaccurate. I blame these crystal ball hacks for the semiconductor shortages and price hikes we are experiencing today.
These people get paid to guide investors, and the industry as a whole, to prevent chaos and catastrophe and they have failed us all. Last year semiconductor related manufacturing facilities went dark, people lost jobs, capacity expansion plans were put on hold. It will take years to recover the stability required for a healthy semiconductor growth cycle.
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