https://tube.loping.net/videos/watch/599ae87f-7e33-47f6-8472-71d72db63a26 A year ago, I posted a video about business cycles in the semiconductor industry. I titled it the “Coming Semiconductor Bust” and people seemed to have enjoyed it. Now that a year has progressed, I thought some of the topics might be worth revisiting. I have been thinking about a few things recently. So I want to run some numbers, talk some recent news items, and make a few predictions about what might happen in the coming years. Go check these amazing resources out: Fabricated Knowledge: https://www.fabricatedknowledge.com, SemiAnalysis: https://semianalysis.substack.com/, Redfire on Twitter: https://twitter.com/Redfire75369, Links: The Asianometry Newsletter: https://asianometry.com, Patreon: https://www.patreon.com/Asianometry, The Podcast: https://anchor.fm/asianometry, Twitter: https://twitter.com/asianometry Sun, 12 Jul 2026 13:16:49 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tube.loping.net https://tube.loping.net/lazy-static/avatars/8a56e488-2120-4649-a417-badf5893657b.png https://tube.loping.net/videos/watch/599ae87f-7e33-47f6-8472-71d72db63a26 All rights reserved, unless otherwise specified in the terms specified at https://tube.loping.net/about and potential licenses granted by each content's rightholder.