15/09/22 -"Have we reached the inflexion point?"
The global semiconductor demand is weakening, and inventories are building up in major OEMs. Inevitably, stocks will be affected heterogeneously depending on their exposures.
We believe our European coverage will strongly outperform the industry, if not continue to thrive on the short term.
AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.
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