NVDA
NVIDIA
-- 135.940 TSLA
Tesla
-- 476.760 QUBT
Quantum Computing
-- 19.613 RGTI
Rigetti Computing
-- 10.5100 MU
Micron Technology
-- 110.880 
Is it the end of the silicon cycle?
From TSMC's earnings reports perspectiveI think the silicon cycle is coming to an end.It is better to consider the earnings reports of equipment manufacturers such as lam research as lagging indicators. Orders for equipment manufacturers decrease after wafer revenue deteriorates. Moreover, there has been an excessive progress in factory construction this time. TSMC's earnings report indicates that after the end of the surge in demand for PCs due to telework during the coronavirus, smartphones and servers are also declining.
It's never a bad idea to be cautious.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment