IC inventories are at a record high, says Morgan Stanley. Q1 inventories for semiconductor companies, distributors and customers increased q-o-q and y-o-y says the company. “Total supply chain inventory is at record levels (25% above median), keeping us cautious about conditions into second half 2019,” said Morgan Stanley analysts Joseph Moore and Craig Hettenbach in …
This story continues at IC inventories at record high
Or just read more coverage at Electronics Weekly