Semiconductor Recovery?

My post yesterday, generated some questions on whether the signs of recovery are real.


I thought I share another angle, by looking at Fab utilization.


Q2 figures from Semiconductor Industry Association was positive, we have to wait till next month to find out what Q3 figures will be.


For those interested to follow, the data is available from the below link:
http://www.sia-online.org/cs/papers_publications/statistics