China's sanctions-driven semiconductor capacity expansion will likely dominate the market and bring down prices, following the historical pattern that whenever China has put its sights on a market (solar, steel, aluminum), it has come to dominate that market in a low-cost framework, suggesting the semiconductor commodity cycle may be much worse than currently anticipated.

forecastpending

Speaker

Mike Green

Evidence Quote

anytime China has put its sights on a market whether it's solar or steel or aluminum, etc. it has come to dominate that in the low cost framework that suggests to me actually the commodity cycle may be much worse in terms of memory, etc. and chips than people are currently thinking about.

Source

Stock Market Leverage Higher than at Any Time in History | Michael GreenWTFinance
Created: 8/12/2026, 6:11:43 PM

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