ONE-WAYOngoing theme · still written in the latest filings
Supply-demand and capacity burden caused by sharp fluctuations in demand for electronic components
Demand for electronic components can fluctuate sharply by end use, creating excess capacity, workforce and inventories when demand declines, and the risk of missing supply opportunities when demand surges. Demand for smartphones is declining while demand related to data centers, AI servers and automotive applications is expanding.
Companies10How many companies write about this.
Threads10One company can carry more than one thread here.
PeriodFY2016 →Still being written about.
Directionhurts0 helps · 10 hurts · 0 flat