Helyar notes that equipment manufacturers are likely to reduce orders to avoid a sharp increase in their inventory of work in progress.
FORBES: Semis: Merrill Sees Supply Chain Disruption, Cuts Ratings On Fabs
2.
Helyar writes that that manufacturers have started to cut orders to chip suppliers, and that chip maker cuts to the contract fabs are likely to follow.
FORBES: Semis: Merrill Sees Supply Chain Disruption, Cuts Ratings On Fabs
3.
Sounds like someone might need to re-read their copy of the classic Barbarians at the Gate: The Fall of RJR Nabisco by Bryan Burrough and John Helyar.
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