5 ms·

I 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. Wha

• acomjean 5y ago
  I'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 ago
  No, he’s talking about the forthcoming dual invasion of Ukraine and Taiwan by Russia and China