Sep 16, 2022Liked by Doug O'Laughlin

Great article!

MCHP Stephen Sanghi made a commented about a disconnect between what investors are expecting and what industry's been guiding to. Made sort of a 'this time it's different' comment about leading edge vs. trailing edge. What do you make of that?

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I agree - I've written a good bit about the problems at the trailing edge. The capacity additions are just not going to be quick enough.

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Thank you for sharing this wonderful article.

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