Semis recovery secured?
via @GS_CapSF: Singapore electronics exports -26.7% Semis recovery secured. $TSM end mkts declining (although some production problems). Concerning that HPC & smartphone are declining so much.
semis
via @GS_CapSF: Singapore electronics exports -26.7% Semis recovery secured. $TSM end mkts declining (although some production problems). Concerning that HPC & smartphone are declining so much.