Is the 2018 Cycle in the Semiconductor Industry Getting Better?

Dougherty: CapEx for 2020 and 2021 is still being deployed, but it's still, the supply is still coming online. He says utilization essentially was at the highest it's ever been in the entire history of the semiconductor industry. Dougherty: Even right now we're talking about an over like an open inventory, there are still segments of the industry that is in under supply.