Semiconductor End Markets Still Expanding Strongly in 2005

摘要

We are beginning the second year of strong expansion in the key semiconductor end markets. Last year, growth quickened in most end markets over the year, even with the mid-year slump in sales that created a small accumulation of semiconductor inventories throughout the supply chain; Expect the reverse pattern beginning a few months into this year. Most end markets will be growing more slowly at the end of 2005 than earlier in the year. This will be most pronounced in North America and China; elsewhere, the currently much lower market growth c6ulcl rise slightly, but not enough to offset the slowing in the two largest markets.