$微芯科技(MCHP)$
三个月前，MCHP刚发了封信给客户:
网页链接

第一句就说了: "The business environment is good, and we see strength in many of our end markets including industrial, automotive, housing, consumer electronics and personal computing."

今天7月31日时，半导体界环境还大好，怎么才过三个月，就看到半导体将调整?
阿三哥，你到底是三个月前说谎，还是在三个月后说谎?

话说回来，这公司专长的项目，"industrial, automotive, housing, consumer electronics and personal computing."，还真不是目前半导体主要成长项目