Semiconductor Market May Be Entering a New Supercycle

Ned Davis Research suggests that while arguments for a bubble in the chip sector have some merit, the semiconductor market may also be on the cusp of a new supercycle, warranting a shift in discussion towards treating chips like commodities.

28 May, 11:02 — 28 May, 11:02

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marketwatchMostly Factual81d ago

Why it’s time to start discussing semiconductors like commodities: There may be a supercycle

Ned Davis Research says the bubble argument for chips has some grounding, but that sector may also be looking at the start of a new supercycle.

By Barbara Kollmeyer

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Semiconductor Market May Be Entering a New Supercycle

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Why it’s time to start discussing semiconductors like commodities: There may be a supercycle

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