bullish

Where Are We in the Semiconductor Cycle?

Jim has highlighted this Insight as a Top Pick
486 Views25 May 2023 06:36
Will the semiconductor market turn around?  Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until mid-2024.  This post explains why.
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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
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