16 points | by speckx 2 days ago ago
1 comments
> "The defining characteristic of the semiconductor giga cycle is that the market expansion is large enough to create greenfield opportunities across every segment of the value chain,"
Who will build the voltage regulators to supply the "AI" chips ?
> "The defining characteristic of the semiconductor giga cycle is that the market expansion is large enough to create greenfield opportunities across every segment of the value chain,"
Who will build the voltage regulators to supply the "AI" chips ?