The State of The Foundry market

Insights from the Q2-24 Results

If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.

As a semiconductor investor, you're accustomed to the ebb and flow of industry cycles. It's a reality that even the most stable long-term growth stocks must adapt to. But with the right understanding and preparation, you can predict and make informed investment decisions during these cycles.

My work aims to extract insights from the analysis of public data, insights that can be used to predict where the Semiconductor business is heading. While Semiconductor companies are different, these are the waters all semiconductor companies are navigating. Predicting a company's business is different from predicting the stock price. The stock market has …