“High inventories have been high for four or five years… demand is actually building out with demand versus building out ahead of demand.”

Monetary Matters with Jack Farley · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon

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48:47

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What was described

argues that high channel inventories are not a red-flag because they have been high for several years and demand is now building out with actual demand rather than ahead of it

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