The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different. According to IDC analyst Jeff Janochowicz, speaking on Marketplace’s “All-in-One” segment about Middle East tensions putting tech supply chains under pressure, the price spikes hitting semiconductors right now are the leading edge of a multi-year ... Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing
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