Cody Acree
Cody Acree
capacity demand fourth good looks normal quarter
I think demand was good but TI was capacity constrained in the fourth quarter. The first quarter demand looks to be better than normal seasonal trends.
appear demand generally good matter parts relatively supply whether
It was generally a good quarter. End demand does appear to be relatively healthy. It's just a matter of whether TI can supply all the parts it needs.
appear demand generally good matter parts relatively supply whether
It was generally a good quarter, ... End demand does appear to be relatively healthy. It's just a matter of whether TI can supply all the parts it needs.
biggest demand looking
The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.
building chip companies continue demand difference environment fairly firm half margin pcs people ready safety stronger
Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall.