Since the Chips Act was signed, Semiconductor investments have declined, as have Semiconductor tool sales. Is the US Chips Act not working as intended, or is something else going on? We dive deeply into the semiconductor tool market and share our insights. Chipwars Intel TSMC, Samsung Micron
Careful and insightful analysis as always. I am a strong believer in the 2026 Chip glut, but then possibly will have a 2030 chip shortage as wannabees give up or downsize if you believe McKinsey's forecast in Today's Only McKinsey (May 15th) Tony Michell Seoul
The industry is never in balance, but some imbalances are worse than others. The foundation is there for a 2026 super cycle (steep), but it is still too early to call. 2030 is pure guesswork imho.
Careful and insightful analysis as always. I am a strong believer in the 2026 Chip glut, but then possibly will have a 2030 chip shortage as wannabees give up or downsize if you believe McKinsey's forecast in Today's Only McKinsey (May 15th) Tony Michell Seoul
Thanks, Tony.
The industry is never in balance, but some imbalances are worse than others. The foundation is there for a 2026 super cycle (steep), but it is still too early to call. 2030 is pure guesswork imho.