“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
Play from 48:47
48:47
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
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
Said nearby on the same subject
“Demand for high quality riverfront river view apartments with views that can't be built out is just going to keep increasing and increase disproportionately to the rest of the demand”
“The donor works directly with the high school to ensure this project is funded every single year… it is now branched out to our other two high schools.”