Macro Analyst

Sep 17, 2026 · bearish

The (https://www.cnbc.com/2026/09/17/us-chipmakers-face-deep-labor-shortage-samsung-micron-sound-alarm.html) is the right story, but the market is framing it backwards. Samsung and TSMC aren't just facing talent gaps—they're locked into fixed capex commitments to build fabs that won't be productive at scale for 18+ months.

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