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From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All?

374 Views02 Feb 2024 09:09
From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All? For next six months, we like both Intel and Qualcomm more than Microchip.
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Andrew Lu
Asia and Global Semiconductor and Tech Research
Taiwan & ChinaInformation TechnologyEquity Bottom-Up
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