The Coming Semiconductor Bust

The semiconductor industry is highly volatile. The booms follow the busts with frightening speed. These are not normal times. But even in normal times, conditions are unpredictable. Semiconductor shipments can soar 70 one year and crash 40 the next. In this video, I want to think about the semiconductor business cycle. Right now, we are working through a big chip shortage. I wonder how soon before that turns into a glut. With everyone racing to build or expand their fabs, maybe sooner than we might think. Links: The Asianometry Newsletter: Patreon: