“Opinions are all over the place,” said K. Charles Janac, chairman and CEO of Arteris IP. “If you look at high tech, about 60% of the segments are down, 40% are up. What’s up is infrastructure, which includes data centers, networking, cameras, security, entertainment and video games. What’s down are the end points — smart phones, cars, some consumer, industrial and automotive. The big question is whether this is due to the pandemic and overreaction, or whether this is going to be a debt-driving mainstream crisis.”