Comments by "David Aspinall" (@yt.personal.identification) on "Semiconductor Companies Now Face an Oversupply. What Happened? | WSJ Tech News Briefing" video.

  1. Just no... It's due to a need to order without knowing what is going to be needed. The last 3 years have been unpredictable, so they have been producing what was asked for, not what was actually needed. This effect snowballs with continuous unpredictability in demand.
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