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semiconductor equipment

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2024 by Sanjay Ayer · across every show →

Everything said about semiconductor equipment, oldest first

Feb 5, 2024 bearish
Insight
Chinese competition threatens expected cyclical rebounds in semi equipment and life sciences
“I think where investors would be liable to get tripped up in these industries here is the snapback tends to be less sharp than expected because there's emerging competition from Chinese competitors.”
Sanjay Ayer Feb 5, 2024 ▶ 54:50 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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