> No, actually, they are contracting supply relative to projected demand. Demand is going up by 20.6%, supply is only going up by 5-7%. The semiconductor indus

> No, actually, they are contracting supply relative to projected demand. Demand is going up by 20.6%, supply is only going up by 5-7%. The semiconductor industry is well know for the boom/bust cycle. It seems like folks are trying to manage investment and keep expansion to a sustainable level this time.