Semiconductor industry boom: sustainable supercycle or looming superbubble?
By
Robert Armstrong
Fresh out the oven, still warm. Top of the tray.
Summary
This article examines whether the current boom in the semiconductor industry represents a genuine long-term growth cycle ("supercycle") driven by structural demand (AI, chips, etc.) or an unsustainable bubble ("superbubble") that could burst. It highlights the fragility of semiconductor supply chains as a key risk factor.
Key quotes
· 2 pulledSemiconductors: supercycle or superbubble?
Plus, semis' fragile supply chain
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