# semiconductor earnings — X 热门讨论 (2026-10-01 04:58 UTC)
## @TimmerFidelity (Jurrien Timmer) · 10-01 01:52 · ♥31 ↻1 💬1 Semiconductor earnings continue to explode higher with the year-over-year change now at 178%. That almost perfect 40-month earnings cycle is looming, however. Perhaps things will be different this time in terms of their cyclicality, but those are words that always need to be chosen carefully! 🧵(2/2) https://x.com/TimmerFidelity/status/2105475788246274170