This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about ...
- Are we overheated?
- IC Inventory?
- Demand slowing: China coming off 18% 1Q21 GDP growth and India COVID.
- Auto IC shortage: is it over?
- SmartPhones: Overbuild for Huawei drop out?
- Subsystems demand?
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