Japan and overcapacity. A new series on cycles to gain insight into today's semiconductor market.
Nice work, Doug. I forget if you have mentioned before, but Chips and Change is a decent book for anyone particularly interested in this.
thanks for sharing Doug. I'm doing the same exercise with dot com bubble, 2007-2009, 2013-2015 and 2017-2019 cycles; if you got anything would love to read it too; meanwhile happy to connect if u'd like although I just started this exercise
Nice work, Doug. I forget if you have mentioned before, but Chips and Change is a decent book for anyone particularly interested in this.
thanks for sharing Doug. I'm doing the same exercise with dot com bubble, 2007-2009, 2013-2015 and 2017-2019 cycles; if you got anything would love to read it too; meanwhile happy to connect if u'd like although I just started this exercise