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Tyuxiangg
2023-05-25

Great ariticle, would you like to share it?

Semiconductor demand even less cyclical

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Samsung Electronics Co., Ltd.(SSNLF)$ The semiconductor industry used to be highly cyclical. That’s because it was linked to the CPU cycle. Smart phones made demand less cyclical. Now, data centres, cloud computing, AI, 5G, electric/autonomous vehicles and gaming have made semiconductor demand even less cyclical. I’m talking about long term structural trends. I don’t see Micron $Micron Technology(MU)$ as an example of a high quality chip company. Is NVIDIA $NVIDIA Corp(NVDA)$ overvalued? Yes 86.7% No 13.3%

Semiconductor demand even less cyclical

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