There are more than a few signs of life in the semiconductor world these days. The real question, though, is when the fabs and OEMs feel enough confidence to start ordering significant amounts of equipment again. As more of a "when" question than an "if" question, patient and risk-tolerant investors can yet hope to see more growth and gains in Advanced Energy Industries (Nasdaq:AEIS).
A Tough, but as Expected, Fourth Quarter
Business is definitely challenging these days for AEIS, but not really any more so than the company had led investors to expect. Revenue dropped 24% this quarter relative to last year and 12% relative to the third quarter, as ongoing weakness in the thin film business (down 30% sequentially) offset 12% growth in inverters.
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