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Though some think chip inventory fears are overblown (I, II), Gartner is having none of it. The...

Though some think chip inventory fears are overblown (I, II), Gartner is having none of it. The firm predicts weak macro conditions will trigger an industry-wide inventory correction by late 2011, and demand and production won't return to balance until Q2 2012. In addition, Gartner sees foundry overcapacity leading to price pressure. (previously)
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