Story thread · 2 reports / 2 sources

SEMI’s CEO Has Watched Four Decades of Chip Cycles. He Says This One Only Goes Up.

247wallst.com · 11d · first reportShare

A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly cuts against the very stocks his words are lifting.