Analog Devices: Auto and industrial weakness; consumer bottomed?; China inventory issues; fab investments
exploresemis.substack.com
There is so much happening in semiconductors on any given day. Following quarterly earnings calls and investor conference transcripts provides some good insight into the priorities of companies. In this post, I try to highlight the key messages highlighted by Analog Devices in recent weeks.
Analog Devices: Auto and industrial weakness; consumer bottomed?; China inventory issues; fab investments
Analog Devices: Auto and industrial weakness…
Analog Devices: Auto and industrial weakness; consumer bottomed?; China inventory issues; fab investments
There is so much happening in semiconductors on any given day. Following quarterly earnings calls and investor conference transcripts provides some good insight into the priorities of companies. In this post, I try to highlight the key messages highlighted by Analog Devices in recent weeks.