Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once

ikt@aussie.zone · 5 hours ago

Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once

Slotos@feddit.nl · 4 hours ago

A giga cycle would demand increase in production capacity, which would drive ASML revenue (and before that shares price) through the roof. Neither is happening. They are doing well, but not “giga cycle” well.

https://www.macrotrends.net/stocks/charts/ASML/asml-holding/revenue

Victor@lemmy.world · 5 hours ago

🖕 AI