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That Semiconductor Forecast? Toss It!

Vladimir Putin’s invasion of Ukraine and the scourge of war in Europe adds another layer of uncertainty as chip makers enter a twilight zone.
Russia, Ukraine, USA, Canada, Germany political war conflict

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By Bolaji Ojo

What’s at stake?
Semiconductor sales forecasts for 2022 were calculated before war broke out in Ukraine and the West slapped economic sanctions on Russia. That makes the forecasts highly unreliable for capital expenditure, supply chain and other enterprise planning. 

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