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Semiconductors are a cyclical industry. Undersupply followed by oversupply. Boom and bust. Feast and famine. But demand for semiconductors has gone up, albeit c
by gizmo 2y ago
Semiconductors are a cyclical industry. Undersupply followed by oversupply. Boom and bust. Feast and famine. But demand for semiconductors has gone up, albeit cyclically, for 6 decades. Not a trend I would bet against.
Every car will get AI chips, every laptop, every server, every phone, and many home appliances. And I expect people will eagerly upgrade their electronics to get the faster AI chips in the decade to come.
- mandevil 2y agoWill it be a AI accelerator chip or just a regular CPU, which after X number of years of Moore's Law development will be as powerful as a H100 is today? Can you charge that much extra for it in X years, if you are NVidia? At a certain point the AI chip market disappears and it's absorbed into general purpose computing.