Comments by "Ray Lopez" (@raylopez99) on "The Coming Semiconductor Bust" video.

  1. What this analysis fails to consider is that the world is moving towards a post-scarcity economy where robots will replace humans, hence, lots of chips needed. The trend is higher (despite the boom and bust). Plus 5G will require lots of chips every few meters, embedded in the road, and lots of chips in automobiles. Long INTC, TSMC, and the others.
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