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by btian
2188 days ago
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I can't disagree more. The US semiconductor industry is more vibrant than ever. Intel reported record quarter every quarter for the last 2-3 years. Fabless semiconductors are doing better than ever - nVidia, AMD, Apple, Qualcomm, Google TPU etc. Most of the high performance ARM SoCs come from Apple and Qualcomm, both American companies. |
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Due to high demand on people needing 30%+ more processing power after they lost 30% perf due to Spectre/Meltdown. When they get the manufacturing and supply up to a resonable standard, they'll start building inventory and start selling cheaper chips again. Margin and ASP will decrease, and investors will sign out