One trend this earning season in the semiconductor industry has sparked murmurs of gluts — at least in some parts of the industry.
The results from companies like Micron (MU) to Taiwan Semiconductor (TSM) have led analysts to wonder if chip companies may be facing a so-called toilet paper moment in the coming months. Chip demand has slowed due to global economic downturn after a year when these companies did everything they could to ramp up production.
However, a close observer of the…
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