GS MKTS

Taiwan Semi's Founder Predicts Gloom and Doom For the Chip Industry

ENTIRELY in agreement ... I was voicing my frustration at the shallower cycles and ever increasing hordes of folks trying to jump on the same trades. The only name I like into this ever increasing cycle of lower cost / higher product number is TSRA ... have to work more on it.

Taiwan Semi's Founder Predicts Gloom and Doom For the Chip Industry

Well, its good for the semicaps though (although that is in bubble mode too - memory glut). But it explains the shallowness of the cycles to a large extent.

Turning Point for Semis May Be Just Around the Bend

Just asked the same question; I am more curious to see how quickly the stocks are factoring in this over-ordering? So an overlay of the SMH (Semi Holdrs)on this supply/demand chart would be interesting.