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https://www.japantimes.co.jp/business/2023/09/01/companies/rapidus-hokkaido-goundbreaking/
"Japan’s attempt to once again become a major player in the international semiconductor industry took another step forward in Hokkaido on Friday with a groundbreaking ceremony for a factory to be occupied...
With NVIDIA's recent blowout quarter, there's no doubt that they will have nearly all of the AI accelerator market for the medium term.
Will there be cascades down into AMD's MI250, MI300 lines and Intel's Gaudi and Ponte Vecchio products as H100 lead times are nearing one year?
Pat Gelsinger...
I think in the short to medium term (5-7 years out) its transient as semiconductors, especially memory, tend to bullwhip and have these large upturns and downturns.
As a secular trend, or 10-20 years out, PC TAM seems to be stagnating to the tune of very low single digit growth. Data Center and...
Its hovering in the $28 to $29 range as of now. Considering the macro situation, if Mobileye had IPOed near the peak of the market it would potentially have a similar or lower valuation than now considering the hypergrowth stocks have been hammered to the tune of 80-90%. Of course this doesn't...
