bullish

2024 High Conviction: Low Semiconductor Growth

Jim has highlighted this Insight as a Top Pick
457 Views21 Dec 2023 03:51
2024 semiconductor revenue growth will be muted despite forecasts predicting strong growth.  This post explains why the year will not see another super cycle, despite today's AI surge.
SUMMARY
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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
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