This KPMG report was shared on the AXE site a few weeks ago.....I'm assuming there's a very good reason why this is being communicated.
Global semiconductor outlook 2023
One big takeaway -
With the talent crunch getting acute, what are the chances AXE has to increasingly partner with EPFL and anyone else who they can share talent with. Even to develop their IP , they need more personnel. The balance to all this is that everyone is in the same boat.
And looking forward to what will have growth opportunity in next years.....sensors and mixed signal capable chips.
What is happening, page-2182
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