Elephant in the Room: Thoughts on Metrics That Matter in Semiconductor and Hard Disk Drives
Kinaxis
AUGUST 29, 2014
With China already a source for semiconductor raw materials and the China/India end consumer market growing, there will be pressure to supply chips and hard drives to local China/India OEM’s first. – as information moves down the supply chain to the manufacturer. Global pressure. Potential for Tightening Margins.
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