A memo to those who thought volatility in the semiconductor industry was a thing of the past: it is not. This thesis has been popular for some time. But even after years of consolidation, the industry is still prone to boom-and-bust cycles —even if they are a bit gentler now that the number of global D-Ram manufacturers has dropped to three.
認為半導體行業的波動性已成為過去的人聽好了：事實并非如此。這一假說已經流行了一段時間。但即使進行了多年的整合，這個行業依然容易受到盛衰周期的影響——就算因為全球范圍內動態隨機存取存儲器(D-Ram)制造商已經減少到三家，這些周期變得溫和了一些。
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