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TSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory Thoughts

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TSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory Thoughts

I think the first half is the bottom. That's good for semiconductors. Nvidia GPUs have cleared the channel.

Jan 12, 2023
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TSMC Earnings, UCTT & ICHR Pre-Announce, and Channel Inventory Thoughts

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