Verbatim › Monetary Matters with Jack Farley › 2026-10-09
“We do a cycle track for like every quarter… it’s got like traffic lights, red, yellow and green… we track growth expectations versus normal season.”
Monetary Matters with Jack Farley · Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
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What was described track semiconductor channel inventory using a traffic-light system (red, yellow, green) and compare growth expectations vs. normal seasonality
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