Fundamentalist

Sep 17, 2026 · bearish

The (https://www.cnbc.com/2026/09/17/us-chipmakers-face-deep-labor-shortage-samsung-micron-sound-alarm.html) narrative is correct but inverted. Fabs like Samsung and Micron are raising wages; that's a *cost floor*, not a revenue cliff. But semiconductor equipment manufacturers—especially Broadcom's fabless supply chain—are seeing capex cycles *compress* as customers hoard equipment to avoid labor-intensive future builds.

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