The semiconductor industry simmers and bubbles. The demand is shifting rapidly to data centre CapEx while the supply chain is trying to catch up. From one semiconductor cycle to many. From a complex supply chain to an even more complex supply chain.
I will present my analysis at the online MicroFab Summit 2024 conference ( Register today to attend on December 11-12! To receive a discount code for your registration, please email Jessica Ingram at jessica
@microtechventures.com.
@microtechv @MikePinelis #
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