A month-on-month drop in semiconductor sales may have worried some, but a small drop in November is typical, and the year-on-year increase of 8.5 percent should help those worried souls rest easier.
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The Semiconductor Industry Association (SIA) released data Monday that shows sales for microprocessors declining a surprising 13.8 percent month-on-month, which can likely be attributed to the declining sales of PCs and laptops. However this downward push is countered by an upward push in the chips used in smartphones. As smartphones explode with popularity, the demand for chips to go in them will continue to increase as well, especially as demand for the chips in Asia grows past the current 58 percent of all demand.
An important factor in the statistics on chip sales is that Intel (NASDAQ:INTC) and Advanced Micro Devices (NYSE:AMD) are not included. As these companies are two of the largest chip manufacturers, including their sales could significantly alter the data in either direction. Considering that PC and laptop sales are down, it’s possible the month-on-month decline is even larger than that reported by the SIA.
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