Semis inventories: "Inventory dollars at the semiconductor suppliers increased 9% QoQ in 4Q22 vs. typical seasonality of +1% QoQ, and are now tracking 54% above the trailing three-year average. The sequential increase was most pronounced in Memory and Analog/MCU" pic.twitter.com/SY7E6AMslb

— The Transcript (@TheTranscript_) March 7, 2023