Why it’s time to start discussing semiconductors like commodities: There may be a supercycle
Ned Davis Research says the bubble argument for chips has some grounding, but that sector may also be looking at the start of a new supercycle.
- Micron Blows Past $1 Trillion on AI Demand Bloomberg —
- Chipmakers SK Hynix and Micron join $1tn club on surging AI demand BBC News —
- SK Hynix Joins $1 Trillion Club on AI Memory Chip Dominance Bloomberg —
- AI chipmaker SK Hynix hits $1T in market capitalization Semafor —
- Micron Blows Past $1 Trillion on AI Demand 📹 Bloomberg — · 4min