PETALING JAYA: The current semiconductor cycle, which has continued for more than two years, may not peak anytime soon.
With the growing adoption of 5G and the innovation in the metaverse segment, the global demand for semiconductors is expected to remain strong.
TA Research noted that the upcycle, powered by the smartphone boom, is within range of the past three upcycles over the past decade. The past semiconductor cycles ranged from 20 to 32 months, to an average of 27 months.“We view that the upcycle has potential to extend its run and could possibly extend beyond the average cycle, considering how the structural growth in chip demand today is being fuelled by multiple secular technology trends.
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