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Semiconductors: The Eyes, Ears and Brains of the Digital World

Actively Speaking Podcast

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The End Markets for Chips Are Getting Diversified

It used to be that the Windows cycle and the PC cycle drove most of the demand in semiconductor land. Today is very different. PCs, believe it or not, is less than 30% of overall demand right now. That includes servers. We've also seen much less volatility in the space. Yes.

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