Are we facing a prolonged shortage of commodity semiconductors? @NikkeiAsia
Does not think so. Large-lot contract prices of benchmark working memory chips are down from spring highs. Real question is can manuf contain hog-cycle dynamics?
ft.com/content/4c81a6… https://t.co/Mcn34Bi8Pf
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,…