Applied Materials Inc. (AMAT) Social Stream

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I do not subscribe to the cyclicality of the semi industry as many TV talking heads espouse.

Peak demand - pull forward due to covid.

IMHO, No - See Intel & $AMD re: strong demand. See Apple & Telsa re: shortage concerns.

Samsung, $TSM, USMC & INTC spending a quarter of a trillion dollars to expand capacity - therefore, demand exceeds supply.

Deloitte: Rising semiconductor sales represent just the tip of the iceberg: Chips are an increasingly critical element of corporate strategies—and of the global economy.

Today chips are essentially everywhere—and everywhere they are essential. Chips themselves may constitute a small percentage of global GDP, but they power trillions of dollars of goods & processes—manufacturers are putting semiconductors in far more than computers, smartphones, & IoT sensors.

$LRCX $AMAT $NXPI

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Other tickers frequently mentioned alongside AMAT are AMD, TSM and NXPI.