chip industry
2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 26, 2026 by Max Cherney · across every show →
Everything said about chip industry, oldest first
Jun 26, 2026 bearish
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…”
Jul 10, 2026 bearish
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…”