ipKonfig has just sent us word that they have Merrill Lynch's quarterly report on the semiconductor industry.
Quote from the article at ipKonfig:
“Merrill Lynch has surveyed the Year-on-Year 3rd quarter results for semiconductor firms, and finds them good-exceptional, in fact. It then cautions that the growth rates were triple the long term average, and expects Q4 to fall back, but still leave the year’s growth at around 12%, far above the 4% trend line.”
