Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMemory OEMs positioned to be winners in the long term, says Mizuho's Vijay RakeshVijay Rakesh, Mizuho Securities managing director, and Rajvindra Gill, Needham managing director, join 'Squawk on the Street' to discuss chip stocks, onshoring manufacturing, and the timeline for inventory correction.