March 2016

[admin]

Hmm

The global semiconductor market is going to fall in 2016, compared with 2015, due to weakness in consumer equipment markets, according to market research firm Semico Research Corp. (Phoenix, Ariz.). Semico has developed a method of analysis that it calls its Inflection Point Indicator (IPI), and it seems that IPI says the semiconductor industry is destined to repeat the pattern of 2011-2012 "albeit at a muted level," according to Semico. In calling the negative growth Semico is in agreement on this with another market watcher, TrendForce (see Chip market set to shrink in 2016, says analyst ).

Chip market will fall in 2016, says another analyst | Electronics EETimes

This is disappointing for two of our holdings, Micron (MU) and InvenSense (INVN), although one could argue that much of that has already been priced in, considering the steep declines in the share prices of both the past year.