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-Chip cycle will come down. Only question is landing impact
-What does cyclical end do to re-shoring & build out plans?
-Is it less demand, excess supply or both? Does it matter?
-CHIP Act rescue efforts get desperate switching to threats
Any landing you can walk away from is a good one
For those of us who have been in the semiconductor… Read More
The U.S. Department of Transportation (USDOT) is holding the first meeting today of a new advisory committee focused, in its own words: “on automation across a number of modes.” The committee, made up of an array of experts from a variety of fields, is “to immediately begin work on some of the most pressing and… Read More
