5 ms·
I am pretty bearish on the the semi space especially after TSMC comments last week. I really think they’re expanding at the worst possible time. Understandably,
by lvl100 5y ago
I am pretty bearish on the the semi space especially after TSMC comments last week. I really think they’re expanding at the worst possible time. Understandably, this is largely due to politics.
- altcognito 5y agoI can't quite grasp why anyone would be bearish on the semi space. It's been non-stop growth for the past four decades and only appears to be accelerating. What in the world is there to be "bearish" about?
- acomjean 5y agoI'm not the original poster. But I'm guessing that the reasoning is: there might be more capacity than needed so that would drive profits down. Cheap chips seem like a great thing to me, but I'm not selling them. But at this point when there putting chips in everything its hard not to see the market expanding to meet increased capacity. (I think some greating cards have chips in them to control music/lights....)
- sydthrowaway 5y agoNo, he’s talking about the forthcoming dual invasion of Ukraine and Taiwan by Russia and China
- deleted 5y ago[deleted]