How do you track demand shifts for chips when supply is so volatile?

The trick is to separate demand signals from supply noise by tracking design-win data and customer order *patterns* rather than actual shipments — backlog-to-revenue ratios are your friend here. We also layer in end-market proxies like EV production forecasts or data center capex announcements to validate whether demand is real or just panic buying. Tools like Supplyframe or SEMI data can help cross-check your assumptions.