VP at Digi-Key Corp (Digi-Key Electronics)
- Storage easing expectations
- Lead time trends and inventory levels
- Pricing evolution and the impact of inflation
- Impact of Russia-Ukraine conflict, China’s lockdown cycles and potential economic downturn on supply-demand dynamics
- Capacity utilisation and expansion trends and the impact of new capacity investments from key manufacturers such as Samsung (KRX: 005930), Intel (NASDAQ: INTC), TSMC (TWSE: 2330) and others
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