Can the ‘sizzling rally’ in electronics be sustained?

Higher sales: An employee is pictured inside a clean room of German semiconductor manufacturer Infineon in Regensburg. Global semiconductor sales for the first quarter hit US92.6bil, up 18.1 compared with the same period last year. — Reuters

THE “sizzling rally” in electronics, on a strong start to manufacturing in Asia for the second quarter, may have legs but some think it may not have very far to run.

“Despite the strong semiconductor sales in the first quarter and possibly April numbers, there may be some slowdown in the months ahead as manufacturers have probably stocked up inventory.