Rich Templeton of Texas Instruments made a comment on the cycle, TSMC's revenue accelerated again, and Intel seems to already be at the low end of the guide.
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?
Are We in 1995? Rich Templeton's of Texas Instruments Thinks So
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?
Thank you for sharing this wonderful article.