"He said it's now apparent that semiconductor sales are getting an infusion of growth hormone in 2010 because of a number of factors, including rising prices, inventory buildups and richer chip content in key electronic products like smartphones and advanced LCD TVs. All this is causing chip revenue to bulge to awesome dimensions this year."

The increase in price is due to demand which is good for the capital equipment sector and foundries.

Do they say if the increase is due to higher prices or more shipments? Kinda makes a difference.