In our view, inventory builds downstream could run below seasonal levels through the remainder of the year.
FORBES: Chips: RBC Wary; Cuts Ratings On INTC, NVDA, TXN, ADI
On inventory at panel makers and further downstream: Our customers are taking more than what they are shipping out, he says, after exiting the quarter with very low inventories.
FORBES: Corning CFO Flaws Sees LCD TV Replacement Cycle Accelerating
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