Infrastructure-Led Leading Indicators in Technology Investment Cycles: Evidence from the Semiconductor Industry
Huang, Po-Sung (Sinclair) (2026) | SSRN Working Paper No. 6285318 Posted: February 22, 2026 | Under Review This paper examines infrastructure-based leading indicators as predictive signals for technology investment cycles, with empirical evidence from the semiconductor industry. The analysis demonstrates how physical infrastructure constraints precede and predict shifts in capital allocation patterns across the semiconductor value chain. View on SSRN → Note: This is a preprint under peer review. All data collection, statistical analysis, results, and interpretations are the author’s own.