Awesome article, love to see what’s brewing and China and their real estate like Ponzi scheme. They speculate with houses like we do with stocks. Great tie in to chips. Thanks Dylan
Great article, especially the train of thought from housing to overall consumption to chip demand! What do you think will this implicate for companies such as ASML?
As it is a bit of a centrally controlled economy, money is still being pumped into semiconductors from subsidies, "loans", and crazy IPOs on the Chinese markets. I think capital equipment is still doing great next year.
Awesome article, love to see what’s brewing and China and their real estate like Ponzi scheme. They speculate with houses like we do with stocks. Great tie in to chips. Thanks Dylan
Great article, especially the train of thought from housing to overall consumption to chip demand! What do you think will this implicate for companies such as ASML?
As it is a bit of a centrally controlled economy, money is still being pumped into semiconductors from subsidies, "loans", and crazy IPOs on the Chinese markets. I think capital equipment is still doing great next year.