ijiweiTalk Ep 274: Is the recession cycle of the semiconductor industry really unsolvable?

Author：陈炳倩

周宇哲

2023-07-03

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ijiweiTalk Ep 274: Is the recession cycle of the semiconductor industry really unsolvable?

The decline in the semiconductor market is always caused by a mismatch between supply and demand. Factors such as price, inventory, production capacity, and investment are closely related. What is its internal logic? How does the periodic law behave? Facing the lessons of history, how should people in the semiconductor industry learn from experience? Malcolm Penn, founder and CEO of FutureHorizons.