Heng Huck Lee, CEO of Globetronics Technology Bhd comes on the Breakfast Grille to talk about the outlook of the semiconductor players and how he is excited about the "Internet of Things". The smallest, in terms of revenue, of the three listed semiconductor players on the stock market, however, Globetronics has managed to hold its earnings steady in the face of a cyclical industry. He talks about the current positive outlook for the industry, how long he expects it to last and whether Globetronics decision to exit China was the right thing to do.