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What to buy when the chips are down

The days of playing the semiconductor cycle are over, and future gains are far more likely to result from smart stock-picking. That was the message behind recent data from the Semiconductor Industry Association, which showed industry revenues falling 2.2 per cent in August. Strong tablet and PC end markets were more than offset by continued low demand from consumer and industrial markets.

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By Malar Velaigam,
20 October 2011

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