Lagging Edge will have a Permanent Glut

Hey, it’s been a bit of time. I have been swamped at SemiAnalysis. Remember, most of the best work happening in Semiconductors and AI is already underway at SemiAnalysis. We offer a diverse range of products, as well as numerous job opportunities available. We are currently hiring for various roles, including accounting, general operations, sales, and data engineering. Today’s post mixes free and paid content. First up: Texas Instruments. TI’s quarter was rough—optimism that the analog cycle had...