Leandro's avatar
$123.3m follower assets
Will we see another semiconductor bust?
I wrote the following article with my thoughts on booms and busts in the semiconductor industry.

I talk about why cycles happen, why investors might be worried right now and what might happen going forward!

Hope you enjoy it!
Green Candle Investments's avatar
I'm hearing a lot of people believe the boom happened and soon there will be an over supply. What are your thoughts on that theory?
Leandro's avatar
@greencandleit laid out in the article! Could definitely happen but I doubt it would affect all the players in the same way tbh! There’s a second part of this article coming laying out why I think ASML is protected. EDAs such as Cadence and Synopsys are insulated too!
Alex's avatar
Very interesting. I have looked at $NVDA and $AMD in the past but ultimately believe that there is always a bit too much uncertainty in this sector
Leandro's avatar
@alex18 if you look for less uncertainty check out $CDNS and $SNPS
Alex's avatar
@invesquotes will do! thanks
Dissecting the Markets's avatar
I can't read the article due to the paywall. I do see that the US providing subsidies for the industry will exacerbate the chip downcycle and make the semiconductor companies less competitive than they are today.
Leandro's avatar
@dissectmarkets yes but that’s a tailwind for companies such as ASML 😁