Talking heads – Maintaining course through volatility in disruptive technology
Talking Heads
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Semi Conductors - What Are the Opportunities?
We definitely have a situation to day where demand is much higher than supply. A there's potential room for a modest recession, yet we would still be in a shortege situation with respect to semi conductors. Another publicly traded foundry mentioned that demand was 25 % higher than their capacity at the start of 20 22 and that they're sold out through 20 23.
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