What makes this cycle different is geopolitics. US and China...
What makes this cycle different is geopolitics. US and China, as well as some other countries are expanding their manufacturing capacity for security reasons, while fabless firms are overly reliant on TSM. One has to be more selective than previous cycles.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
