Perspective from the semiconductor industry.
Major semiconductor manufacturers are also forecasting a recovery starting from next summer across the board. In the semiconductor industry, it is realized that during the recovery period, not only will sales volume increase, but also due to the confusion in fab allocation, it will become a seller's market, leading to price increases. Therefore, during the prosperous times of the silicon cycle, the profit margin of semiconductor manufacturers will increase. It should be undervalued now.
The semiconductor industry has been steadily growing, despite the Silicon Cycle, and the market forecast for 2030 is expected to double to 1 trillion dollars. As we can no longer return to the era of dubbing our favorite artist's best albums onto cassette tapes, semiconductors will continue to be an even more important industry in the future.
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ピンハネ : Hello.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I used to only buy metal cassette tapes.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
米ちゃん ピンハネ : I was at my limit with high positions, LOL.