If the crash doesn’t come this year, it will come next year, warned Malcolm Penn, CEO of Future Horizons (pictured) at IFS2022. “Enjoy the Super-Cycle,” urged Penn, “if It lasts through 2022 it will crash in 2023. Capex expansion bragging rights are now out of control (Especially Intel, plus Samsung, SK-Hynix & TSMC all talking ...
This story continues at Crash coming this year or next
Or just read more coverage at Electronics Weekly