Daniel Newman(@danielnewmanUV):This is an odd one. There is no softness in demand for components any where in the silicon supply chain. The softness is clearly capital markets/debt and that is evident in the rising credit spreads and concerns around free cash flow. Either this CIO has no idea what they are talking about or they are spreading FUD. 🤔

2026.11.01 02:37

This is an odd one. There is no softness in demand for components any where in the silicon supply chain. The softness is clearly capital markets/debt and that is evident in the rising credit spreads and concerns around free cash flow. Either this CIO has no idea what they are talking about or they are spreading FUD. 🤔

Carl Quintanilla@carlquintanilla

2026.10.31 19:46

“.. Investors are waking up to the fact that the chip shortage may be an illusion,” said the chief investment officer at a North American hedge fund. Demand for components “should not be soft right now, in this part of the cycle.” @FT

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