Daily Alpha · Substack

Damnang argues the substrate shortage lasts until 2031

Damnang argues good substrate units grow slower than capacity, producing a shortage that lasts until 2031.

Substrates come up as a bottleneck in almost every recent semiconductor news.

Citrini's State of the Themes is titled The End of the Trade (as we know it)

Citrini Research published State of the Themes under the heading The End of the Trade (as we know it), opening with the line that there is a season to everything, especially in markets.