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Semiconductors 101
Motley Fool Money
Is Demand for the Cloud Going Away?
The total addressable markets for semiconductors is just so much larger than it was. The last down cycle we had, I think, was like 2018, like real down cycle. We're kind of in one now a little bit. But if you look at the trough margins now in 2018, those are now higher than peak margins in previous cycles.
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