Share this postFabricated KnowledgeTSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory ThoughtsCopy linkFacebookEmailNotesMoreTSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory ThoughtsI think the first half is the bottom. That's good for semiconductors. Nvidia GPUs have cleared the channel. Jan 12, 2023∙ Paid11Share this postFabricated KnowledgeTSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory ThoughtsCopy linkFacebookEmailNotesMoreShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext
