I don't think the semiconductor business is so much like that - it's become more ingrained in them that you need to manage the business for long-term sustainability.
Yeah CAPEX for semiconductors is terrifying. They cannot just handwave away large fractions of a decade, especially with the lead time for equipment.
Yeah CAPEX for semiconductors is terrifying. They cannot just handwave away large fractions of a decade, especially with the lead time for equipment.