The July data, and the year-on-year increase, confirm that a moderate but sustainable recovery continues, putting us on track for 7-9 percent sequential growth in the third quarter,
More Quotes from George Scalise:
There is some evidence of inventory accumulation of semiconductors and finished electronic products during the first quarter of 2006. We expect the electronic industry supply chain will respond quickly as it did late in 2004 and that inventories will be in balance by the third quarter.George Scalise
Doubling the basic research funding over 10 years is a huge move because that's what needs to get done to get the pump primed.
George Scalise
China has enacted a number of laws to protect intellectual property, including a law to protect semiconductor layout designs. Enforcement of IP protection laws has been widely recognized as falling short of what is needed to deter violations. In some cases, penalties for violation of IP rights are so light that they are considered to be a routine cost of doing business.
George Scalise
As far as the biggest surprise goes, it would have to be that the increase in energy costs did not impact demand at all, ... When we put our forecast together a year ago. we were quite conservative and expected demand to be flat.
George Scalise
Semiconductor sales would be even stronger if not for the continuing depression in DRAM chip prices and the economic uncertainties in several Asian markets.
George Scalise
The biggest surprise is that the increase in energy cost didn't impact us at all.
George Scalise
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