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Despite slow down, demand is high

Based on my "insider" info, the demand and outlook for semiconductor remained bright. All the contract manufacturers I came across are very tight in their capacity of production. All suppliers are chasing them, many unreasonable upside in demand observed. That surprised me: are they trying to push quarter-end result or there is a REal demand ahead. This trend has continued since end March till now. Of course ppl has been complaining working under stress, too many jobs :) Of course, I am not referring to those third-tier semiconductor companies.. You know what are they

Just something to share. Read at your own risk. I am investing on this.