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Shifting semiconductors

 In the Middle of Transition: 2022 Semiconductor Outlook shows semiconductor shift to secular market. 

Is the Semiconductor Industry's Boom-Bust Cycle Finished?

Chip sector flirting with bear-market territory as semiconductor earnings kick off

"Rock’s Law, which is sometimes referred to as Moore’s second law, predicts that the cost of building next generation semiconductor chip fabrication plants will double every four years." -  Semiconductors: U.S. Industry, Global Competition, and Federal Policy October 26, 2020

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