Semi Supply Chain Cutting Expectations as Phone Sales Plummet
www.semianalysis.com
There is finally news of orders being cut in the semiconductor supply chain. A breath of fresh, but a very worrisome one semi stocks have traded down massively on concerns of an overbuild and weaker 2022 and 2023. SemiAnalysis believes that the next few years will continue to be huge growth years, but recent order cuts are not to be trifled. The new wave of Covid-19 in India, South America, and other developing economies is slowing phone sales significantly as well as impacting the supply chain itself.
Semi Supply Chain Cutting Expectations as Phone Sales Plummet
Semi Supply Chain Cutting Expectations as…
Semi Supply Chain Cutting Expectations as Phone Sales Plummet
There is finally news of orders being cut in the semiconductor supply chain. A breath of fresh, but a very worrisome one semi stocks have traded down massively on concerns of an overbuild and weaker 2022 and 2023. SemiAnalysis believes that the next few years will continue to be huge growth years, but recent order cuts are not to be trifled. The new wave of Covid-19 in India, South America, and other developing economies is slowing phone sales significantly as well as impacting the supply chain itself.