Oil, Central Banks, Earnings, and Intel
Bloomberg Intelligence
00:00
The Foundry Business Is a Seedling
The cyclicality of the semiconductor industry is brutal on margins. When we had an oversupply situation inventory, that just depresses margins because the factories cost the same. So all of those factors depressed margins to historically low levels in the first part of the year. And we're just seeing ourselves now working to build back to margin levels.
Play episode from 43:53
Transcript
