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Isn’t it really the semi industry unwilling to invest because they don’t want to get burned just a couple of years down the road. I just don’t see this demand l

Isn’t it really the semi industry unwilling to invest because they don’t want to get burned just a couple of years down the road. I just don’t see this demand lasting.

ahepp 6y ago
Why don't they see demand lasting? They think Moore's law is going out with a bang?
- gruez 6y ago
  A lot of the demand is induced from work-from-home and lockdowns. When they end, so will the demand.