SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LindyBill who wrote (9929)11/8/1999 11:16:00 AM
From: RRRoarr  Read Replies (1) of 54805
 
Another thing to watch out for would be semi wafer capacity. The semi industry has a history of severe over/under capacity in its down/up cycles. We're probably a third to a half way into the current up cycle. With accelerating demands for new products like DVDs, digital cameras, better wireless phones, etc, fabless companies will be affected.

Already, fabless SNDK is building expensive fabs to address capacity problems. So this could happen to Q's chip production biz too, at some point in the near future.

Q-911
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News