The latest analysis and forecast from the Item Club Scotland points out there are other telling comparisons closer to home.

BBC: Making up lost ground

Click here for more information and analysis from Steve Todd and to learn more about the Todd Market Forecast.

FORBES: Portfolio Power With The XLU

This approach is a part of the Objective Analysis forecast methodology that is used for the reports we provide to our service clients and that can be purchased independently on our website.

FORBES: The Role of Demand in Semiconductor Forecasts

Objective Analysis has been forecasting a mid-2013 turnaround since 2009, and has racked up a very impressive record for forecast accuracy.

FORBES: Semiconductors Start to Turn Around