Post by Leandro | Commonstock | Will we see another semiconductor bust?

Leandro

@invesquotes June 22

$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!

https://seekingalpha.com/article/4519756-will-we-see-another-semiconductor-bust

Will We See Another Semiconductor Bust?

Is the semiconductor industry facing an imminent bust? There is a lot of uncertainty now. Read why semiconductors have historically been cyclical.

SeekingAlpha

Green Candle Investments

@greencandleit June 22

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

@invesquotes June 22

Author

@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@alex18 June 22

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

@invesquotes June 22

Author

@alex18 if you look for less uncertainty check out $CDNS and $SNPS

Alex@alex18 June 22

@invesquotes will do! thanks

Dissecting the Markets

@dissectmarkets June 23

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

@invesquotes June 23

Author

@dissectmarkets yes but that’s a tailwind for companies such as ASML 😁

Author

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