Technology Supply Chain
January 18, 2023
We see Q4 EPS season for the technology supply chain proving fairly dour when it comes to management guidance, mainly around Q1E thinking. Specifically, we are concerned about the potential for exaggerated post-holiday seasonal declines…
November 28, 2022
Our pricing checks on the Wednesday before Thanksgiving (11/23) of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models provided some evidence that promotional activity during the holiday selling season could…
November 10, 2022
Our most recent survey suggests aggregate inventories up and down the supply chain (27 companies with ~$85B in annual inventories) increased further during CQ3, which is especially worrisome given that most companies we follow saw…