Semiconductor sector stock prices have surged higher in 2023, yet actual semiconductor chip inventories have spiked dramatically high, indicating dead inventory not being sold; this inventory spike has only been comparable to the housing bubble burst or possibly the tech bubble, signaling major underlying weakness in demand.
factualpending
Speaker
John LoderingEvidence Quote
“you can look at semiconductor uh chip inventories they've gone through the roof meaning there's all this dead inventory that's not getting sold I think you have to go back to like the the uh housing bus to think or maybe even Tech bubble to see similar kinds of spikes in inventory [1:00:03]”
Created: 8/12/2026, 6:42:20 PM
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