Webinar: Q3 Supply Chain: AI, Automotive, & Interconnect Trends

Ctrl+Listen Podcast

We are thrilled to have Dennis Reed join us again for another installment in Edgewater Research and Octopart's, Navigating the Shifting Landscape: Supply Chain, A.I., Automotive, and Interconnect Trends series. In this installment, we chat about Edgewater Research, the current down cycle, and outlooks in industry areas like PCs, servers, automotive, smartphones, industrial, military, and more. 0:00 Intro 1:48 Agenda 2:27 About Edgewater Research 3:17 Why Edgewater? 4:32 Partnering with Edgewater Research 4:41 Speaker Background & Contact Information 5:12 How Does the Current Down Cycle Compare? 9:33 Tech Supply Chain Inventory Levels Replenished 12:37 Capacity Additions are a Step Function 14:23 2023 & 2024 PC Outlook 17:26 2023 & 2024 Server Outlook 24:12 2023 & 2024 Smartphone Outlook 26:41 2023 Auto Outlook 28:25 2023 & 2024 Auto Outlook 31:03 2023 Industrial Demand Outlook 34:27 2023 Military Demand Outlook 36:45 Edgewater Research Industry Sales Estimates 40:36 Things to Watch in 2023 & Beyond 43:22 Navigating the Shifting Landscape Series Continues 43:46 Q&A 49:59 Outro Browse the Entire Shifting Landscape Series Here: https://www.youtube.com/playlist?list=PLtZurp7-0DcVt2P_fWNZ3aJQiCf7F22kD Octopart The Pulse: https://ow.ly/BQXP50PinMG Edgewater Research: https://ow.ly/tlb450PinPJ