The Semiconductor Bust. Still Coming?
发布时间 2022-04-28 23:00:12 来源
摘要
A year ago, I posted a video about business cycles in the semiconductor industry. I titled it the “Coming Semiconductor Bust” and people seemed to have enjoyed it.
Now that a year has progressed, I thought some of the topics might be worth revisiting. I have been thinking about a few things recently.
So I want to run some numbers, talk some recent news items, and make a few predictions about what might happen in the coming years.
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- Fabricated Knowledge: https://www.fabricatedknowledge.com
- SemiAnalysis: https://semianalysis.substack.com/
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Links:
- The Asianometry Newsletter: https://asianometry.substack.com
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