Surprise, Surprise, Semis Are Strong
The SIA says January's sales of $25.5 billion were up 1.5% on December's $25.2 billion which is pretty sensational news when the Dec-Jan market change has been an average minus 17% for the last ten years.
The USA's leading semiconductor analyst, Bill McClean, CEO of IC Insights, points up the month-on-month contrast between Jan 2011 and previous Januaries:
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