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Semiconductor CapEx Trend

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Semiconductor CapEx Trend, every show

20VC Prediction Open · timeframe Jun 2027
O'Driscoll: Semiconductor stocks will crash hard if CapEx flattens out
“The catalyst on the semiconductor CapEx trend is a flattening out in CapEx. If that happens, then all bets are off, and those things are going to go down so fast and hard.”
Rory O'Driscoll Jun 18, 2026 ▶ 1:10:40 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings

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