Passive & Discretes Monthly Digest – September 2022
** Below is the abbreviated version of our Compute Supply Chain – Passive & Discretes Insights Report ** Backlogs Support 3Q Sales, Bookings/B2B Moderating, We Still See 4Q – 1H23 Correction What Changed/What’s New in This Update? 1. Shipments noted as tracking in-line for 3Q at +2-5% Q/Q; shipments in 4Q expected +0-3% on continued […]
