Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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The Impact of COVID on the Semiconductor Industry
SST has no more visibility to the world of carbon than anybody else. They can reject the next quarter maybe, but I'm more than that. The rest is just what their customers are telling them and the customers don't really know either. It's 1.15 to under a billion is what they're going to do in 2022. So you've already got three months in and you've got some protection.
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