Though chip stocks have rallied on signs of bottoming demand, IHS is still expecting industry...
Wednesday, February 1, 2012, 10:47 AM ETThough chip stocks have rallied on signs of bottoming demand, IHS is still expecting industry revenue to grow just 3.3% in 2012, to $312.8B. DRAM sales from Micron (MU) and its peers are expected to fall 16%, on top of last year's 26% decline, and, as SanDisk's (SNDK) guidance may have indicated, the NAND flash market could face challenges as new capacity leads to falling prices. (previously)
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