The second quarter is a growth [period] for Asian semiconductor companies.

Lingering concerns about an inventory correction simply have not been borne out.

We view Chartered as a turnaround story.

Overall, it's going to be a moderate growth year, starting out with a bang and then weakening toward the end of the year.

Contract manufacturers have seen their inventory grow 104 percent year-to-date, versus revenue growth of 52 percent, while distributors have seen a 24 percent increase in inventory in the past six months, versus a revenue increase of 15 percent.

It is an opportunity for personal growth and it opens more avenues for me.