Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
The Circuit
00:00
The PC Market's Not Great
The PC market is soft all around, and I don't see it improving the next two quarters. The trends in PC seem very similar to smartphones where you have that big demand pull forward in 2021. And again, I'm not sure why anybody's going to be in a hurry to buy a PC this year.
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