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!
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?
@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!
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.