NEW TRIPOLI, USA: Do you know where the semiconductor equipment and semiconductor markets are heading this summer? Is it anyone's guess, as Steve Newberry, CEO and President of Lam Research stated in his recent conference call:
"Okay. Well, no disrespect intended, but what I would say, whenever I talk about what is going to happen, it's not what is going to happen, it's always predicated with based on what the customers are telling us today, based on what they are planning in terms of orders and shipments, this is what it looks like.
"And clearly, with the lead times as short as they are, I wouldn't believe anything anybody says because nobody knows. All you're really getting from me or from anybody else is what the current snapshot in time is, in terms of what the customers are saying they want to do, and what they're currently doing in this quarter."
Our leading indicators, developed over the past 25 years, give clear signals regarding the future of both the SEMICONDUCTOR EQUIPMENT and SEMICONDUCTOR markets. We don't just make assumptions or rely on Excel to plot a forecast. Below is a sample of the correlation we have been achieving using these time tested results.
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