Citing global macro weakness and the supply-chain impact of Thai flooding, the Carnegie Group's...

|By:, SA News Editor

Citing global macro weakness and the supply-chain impact of Thai flooding, the Carnegie Group's Bruce Diesen expects November chip sales to fall 4% Y/Y - worse than the 1.8% drop estimated by the SIA for October. Moreover, while the SIA has forecast full-year growth of 1.3%, Diesen expects full-year sales to be flat. Recent warnings (I, II, III) have added to chip industry pessimism.