Pent-up demand and mis-timed capacity investment could cause rapid IC industry growth.
If current market trends persist, shortages in wafers are likely to follow, hurting the ability of some companies to ship silicon and boost the prices for those who can.
What's old is new: 200mm wafers are returning and driving shortages while 450mm fades into the distance.
Chip pricing could see a significant uptick because of reduced investment in fab capacity, according to Future Horizons.
Even though inventories are slack right, chipmakers could be struggling to find wafers in 2014.
Future Horizon’s forecast meeting for the first half of 2013 made it clear how the electronics sector and the semiconductor industry in particular is facing big problems.
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