End companies, themselves. Any inventory that shows up gets overbought immediately. Two companies I know have x10 the microcontrollers they need for the year because they overbought when they could.
If they pushed those microcontrollers back right now, they'd make quite a nice profit. But they won't.
Instead, those companies will hit the tax implications starting in December and then will try to push their overbought inventory. Of course, at that point everybody will be trying to push their inventory and the prices will crash.
If they pushed those microcontrollers back right now, they'd make quite a nice profit. But they won't.
Instead, those companies will hit the tax implications starting in December and then will try to push their overbought inventory. Of course, at that point everybody will be trying to push their inventory and the prices will crash.