Semiconductor Fundamentals Haven't Reached a Bottom, Says CLSA's Hou

The video discusses the negative trends in the semiconductor industry, focusing on inventory corrections and their financial implications. It highlights the impact of trade tensions between the US and China on the semiconductor market, emphasizing the potential risks to the supply chain. The discussion includes an analysis of how these factors affect earnings and cash flow, with a prediction that inventory issues will persist for several months.

What are the main concerns regarding the semiconductor market as discussed in the text?

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How has the inventory level in the semiconductor industry changed recently?

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What is the expected timeline for the inventory correction in the semiconductor industry?

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What factors are contributing to the current correction in the semiconductor market?

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In what ways might trade tensions between the US and China impact the semiconductor supply chain?

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