
The Companies and Markets show: A travel boom and semiconductor wars
Investors' Chronicle
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Is the Supply of Semiconductors Going Down?
The chip industry is famously cyclical like the oil industry, when economies are doing well, people can see a lot more chips globally. And when things are growing badly, they can see less chips. We've got a situation right now where demand is falling somewhat due to economic circumstances. What a company is saying about this, how is this affecting the different companies in the sector? It sort of depends on what the company is doing. Nvidia's results came out this morning and were good. The quarter-unquarter data center revenue was up 6%. In Italy gaming revenue had fallen significantly in the first part of the year because it's a consumer business but data center revenues Nvidia just continued to go
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