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Some worrying comments for the chip industry are provided by Taiwanese aluminum capacitor...

Some worrying comments for the chip industry are provided by Taiwanese aluminum capacitor makers, whose products are used in a wide variety of electronics gear. The companies claim 2H visibility is poor, as orders from the power supply, consumer electronics, and industrial equipment markets get dinged by weak end-market demand. China's slowdown and Europe's debt crisis are said to be weighing on sales. (SIA data) (Canaccord)
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