http://stockmarketbeat.com/blog1/2007/02/22/end-demand-for-semiconductors/ Our beat: The stock market. Our job: Beat it. Mon, 01 Dec 2008 23:27:36 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2007/02/22/end-demand-for-semiconductors/#comment-22729 Chip Supply Issues Now Hurting Demand - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 03 Apr 2007 03:26:50 +0000 http://stockmarketbeat.com/blog1/2007/02/22/end-demand-for-semiconductors/#comment-22729 [...] It reminds us of something we said in February:  Although end demand for semiconductors has experienced fairly steady growth, excess supply has sometimes caused inventory to grow to unsustainable levels. For example, “by 2000 most of the capacity was in place, churning out chips. Since end demand was growing at a slower pace, inventory built up. The falloff in 2001 wasn’t so much a drop in demand, but the fact that the demand could be filled from that existing inventory.” We even backed it up with this chart: [...] […] It reminds us of something we said in February:  Although end demand for semiconductors has experienced fairly steady growth, excess supply has sometimes caused inventory to grow to unsustainable levels. For example, “by 2000 most of the capacity was in place, churning out chips. Since end demand was growing at a slower pace, inventory built up. The falloff in 2001 wasn’t so much a drop in demand, but the fact that the demand could be filled from that existing inventory.” We even backed it up with this chart: […]

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