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.
Technology Stocks : Micron Only Forum
MU 333.34-1.4%Jan 14 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Trey McAtee who wrote (38490)9/16/1998 12:52:00 AM
From: Carl R.  Read Replies (2) of 53903
 
Are you saying it that the semiconductor glut will never end? The past teaches us that it always does, eventually. As equipment sales plummet, the growth in transistor demand eventually will catch and surpass the semiconductor industry's ability to produce, and eventually new fabs will be built again. It may be two years away, but the day will come again when existing fabs can't produce enough. And the day will come again when DRAM is profitable. And furthermore that day will probably arrive suddenly and unexpectedly.

Carl
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