Semiconductor Bear Market Rally? – Inventory Analysis Of 71 Companies Over 25 Years
490Report
Everyone is aware of the semiconductor downturn, but many questions remain. How bad will the semiconductor downturn get? How high are inventory levels going to grow? How many orders will be canceled? How low will fab utilization rates go? Will the downturn persist through the 2nd half of 2023? Will the downturn be a V-shaped recovery with a strong end of the year? Will the resurgence be sluggish even into 2024?
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