Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
- Author
- Ben Bajarin and Jay Goldberg
- Published
- Thu 03 Aug 2023
- Episode Link
- https://share.transistor.fm/s/b84f9df4
Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas like data center spending, PC market doldrums, and softness in smartphones and what that may mean for 2024 if AI is a true computing inflection point.
