| | | | My opinion, FWIW (not very much), a little rebound, then a little more profit taking, then up again. This is maybe inning 2 or 3 of a semiconductor super cycle. A long way to go. Many of the big post-industrial advances in the global economy are enabled by advances in electronics and semiconductors. AI, autonomous driving, genetics and other medical testing, 3D printing, smart homes, smart roads and smart cities. "Plastics," that guy said to Dustin Hoffman back in the '60s. "Chips," he would say today. Only this time he would be more right than wrong. |
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