Investor Warns Semiconductor Boom May Take 25 Years to Return

Investor Svwang1 argues semiconductors remain deeply cyclical, with the next boom possibly 25 years away, and warns data-center supply chains have no built-in cycle guaranteeing recovery.

2026-11-12 ~ 2026-11-13 · 2 related posts

• Svwang1: semiconductors are cyclical — today's peak may take 25 years to recur — Svwang1 · 2026-11-12
• Svwang1: data center supply chain has no guaranteed four-year recovery cycle — Svwang1 · 2026-11-13