Motley Fool Money cover image

Semiconductors 101

Motley Fool Money

Is Demand for the Cloud Going Away?

2min Snip

00:00
Play full episode
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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode