in articleSMHSMHSHORTFIRST CALL

“The Chinese are coming, and the glut will be legendary. In my opinion, no matter how many datacenters get built, they will NEVER be able to absorb the coming supply.”

Semiconductors face a legendary coming glut as Chinese overcapacity ramps up to permanently destroy industry margins.

SMHSMHSHORT@ $563.08

$530.14+5.85%

since call Jun 4

peak +11.5%

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