RatcliffeBlog - Mitch Thinking Out Loud

Recovery slow and uncertain

Recovery slow and uncertain

Wireless chipset sales kept the semiconductor recovery going at a slow pace in November, according to the Semiconductor Industry Association. Overall, sales were up 1.3 percent in the month compared to October. Year over year, sales were up 19 percent.

I do think the reviving handset market and Wi-Fi access will keep this sector of the semiconductor market afloat in the coming year. It remains to be seen whether PC sales will recover in any meaningful ways. I understand via the grapevine that Apple will make it very attractive to buy a Mac or a PowerBook come January.