"No one has any visibility in the next two years,”
"Figuring out how many orders are 'double orders' and even 'phantom orders' is a million-dollar question,”
On the bullwhip in the chip industry.
asia.nikkei.com/Spotlight/Supp… https://t.co/JsxODD5MRt
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…