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?
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?
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.
Thank you for sharing this wonderful article.