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Strategies & Market Trends : The Aristocrats (tm)

NNVC 1.395

-1.1%

Jul 11 9:30 AM EDT

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To: sense who wrote (3817)	3/1/2023 3:09:06 AM
From: sense	Read Replies (1) of 5527

Chip Demand Will Surge From 2024, Tokyo Electron CEO Says So, "wait for it" ? Agrees with what TSMC is saying... “We forecast the semiconductor cycle to bottom sometime in first half 2023, and to see a healthy recovery in second half this year,” TSMC CEO C.C. Wei said. Appears to be less about any effort in larger economic forecasting... and more about seeing the resolution of supply chain bottlenecks that will begin getting resolved... as new capacity comes on line... and future product availability become predictable enough to drive accelerations in new product planning...

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