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Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm
HSBC Global Viewpoint: Banking and Markets
Is the Semiconductor Sector Resilient?
The semiconductor industry is famously very cyclical. You get over investment and under investment that accentuates the cycle. Have you seen a pullback of investment tensions by semiconductor companies as demand is now cooling? Are they also winding back their investment plans or are they still bullish on going out and building extra capacity?
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