bearish

Could a Japan "Megaquake" Disrupt Semis?

Jim has highlighted this Insight as a Top Pick
200 Views22 Aug 2024 03:31
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before.  This insight examines what that will mean to semiconductors.
What is covered in the Full Insight:
  • Introduction
  • Recent Warnings and Historical Context
  • Impact on Semiconductor Industry
  • Potential Global Consequences
  • Investment Considerations
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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