USA: Semico is releasing its final IPI report for 2012, and the IPI chart is showing that 1Q13 will be slightly stronger than seasonal expectations.
From an end-use perspective, we continue to see good growth in mobile and cloud related products driving semi demand. We're keeping a close eye on the whole semiconductor supply chain, and this month's IPI report discusses how 2012 has reshaped the computing industry and the consequences of those changes.
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