Stacy Rasgon, mentioned 9 times across podcast episodes and expert conversations analyzed by Sonic.
A downturn in the semiconductor market is unlikely to occur in the current year or the next year.
A potential downturn in the semiconductor market could occur around 2028 when significant new manufacturing supply is expected to come online.
During the COVID-19 pandemic, double ordering in the semiconductor industry led to an oversupply that took 3 to 4 years to correct.