Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Semi Constructors - What's the Biggest Fear?
There are two cycles, the pc and a phone cycle, an others, the pc, phone, data center, automotive and io t cycle. Cycles can be expressed through capacity at fabs which is essentially higher than past cycles. But i don't have any strong evidence in sail erinkin that pristing is cause for concern. I could reread my notes over you fo show it to your office if you think there's something wrong with them.
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