Memory Companies
topic on 1 show · 2 statements across 2 episodes
2 statements about Memory Companies, every show
Cherney: Chip industry likely faces overcapacity and severe cyclical downturn
“Very likely, I would say that we're going to lead, we're going to see some over capacity essentially. So like people are building, especially memory companies are building tons of factories right now. And typically the chip industry is, again, I'm sure everybo…”
Cherney: Semiconductor factory buildouts are very likely to cause painful overcapacity
“It's very likely, I would say that we're going to lead, we're going to see some over capacity essentially. So like people are building, especially memory companies are building tons of factories right now. And typically the chip industry is, again, I'm sure ev…”