Episode 65: Capex to the Moon!
The Circuit
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Embrace the Cycle: Semiconductors' Booming Future
The semiconductor industry is experiencing significant growth, with the total addressable market (TAM) expanding from $50 billion to $152 billion over the next five to six years. This expansion presents substantial opportunities for companies within the sector, driven by increased capital expenditure. Despite this positive outlook, there is an underlying concern about the potential for an inventory overhang by 2028, indicating that while the next few years may be prosperous, the cyclical nature of semiconductors requires careful navigation and appreciation of current market conditions.
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