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Options
Hot
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SK Hynix
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GUSD
Mint GUSD for Treasury RWA yields
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Launch
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Launchpool
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Alpha Points
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Samsung and SK Hynix have invested over 400 billion dollars
to expand production.
Production capacity is set to multiply several times in the future.
In the short term, it's positive news, and the entire supply chain is celebrating.
But looking ahead five to ten years, the risk of oversupply is already building up.
Semiconductors are a strongly cyclical industry; the hotter it is now, the more intense the competition may become in the future.