Global semiconductor manuf investment was c. $100bn pa 2017-2020. Now it has leapt to a new high of $150bn in 2021. Sign of a glut to come? Cycles are typical in the industry, but this is bigger.
asia.nikkei.com/Spotlight/Supp… https://t.co/0r00tp5Ni7
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…