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Episode 16: Is the Semiconductor Growth Cycle Over?
Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclicality, pricing leverage, supply constraints, and more that play into how best to measure industry growth and supporting dynamics.
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By Ben Bajarin and Jay Goldberg
4.7
3838 ratings
Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclicality, pricing leverage, supply constraints, and more that play into how best to measure industry growth and supporting dynamics.
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