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Dylan Shaw

Semiconductor cycle

Dylan Shaw

Foundry capacity, memory pricing, equipment demand, and chip-cycle timing.

Verified@dylanshaw3,652 subscribersSince Jun 2024

About Dylan Shaw

Foundry capacity, memory pricing, equipment demand, and chip-cycle timing.

SpecialtySemiconductor cycle
Average hold3-12 months
Risk styleWatchlist driven
Subscribers3,652 active
On Crumpert sinceJun 2024
Plan price$22/mo