bearish

Q2'23 Foundry Flounders As Inventory Stubbornly Lingers

296 Views14 Aug 2023 17:13
Foundry heading for 15% YoY decline with no prospect of a meaningful H2 recovery. Some key players may be lowering prices. This is unlikely to stimulate demand and may actually make things worse.
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William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
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