If you want to watch the video, it is below: I just released this video a week ago but I already have something that I want to add to it. Previous early signs of bad semiconductor business cycles have come through rising inventories in downstream industries like computer makers and automobiles. We will need to reconcile this, however, against a new general move away from Just in Time after the pandemic.
The Semiconductor Bust. Still Coming?
The Semiconductor Bust. Still Coming?
The Semiconductor Bust. Still Coming?
If you want to watch the video, it is below: I just released this video a week ago but I already have something that I want to add to it. Previous early signs of bad semiconductor business cycles have come through rising inventories in downstream industries like computer makers and automobiles. We will need to reconcile this, however, against a new general move away from Just in Time after the pandemic.