July chip figures: What analysts are saying

 
SAN JOSE, Calif. -- What do July's chip figures mean?

So far, analysts from Carnegie ASA, Gartner and Semico have separately interpreted the data. Now, Cowan, Databeans and Semiconductor Intelligence have added fuel to the fire.

As reported, the three-month average of global sales of semiconductors rose to $18.15 billion in July, up 5.3 percent from $17.24 billion in June. July sales were down 18.2 percent from $22.19 billion in July 2008, but we're ahead of expectations.

The figures, released on Monday (Aug. 31), are based on statistics gathered by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average of chip shipments.

What is your take on the figures? Meanwhile, here's what other analysts said about the data:

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