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Any thoughts on how long the AI/ML evolution will continue and the directions it will take? I feel we have at least five more years for the technologies involved to play out will see far deeper and much more diversity in the applications over what we have already seen.
Any thoughts on how long the AI/ML evolution will continue and the directions it will take? I feel we have at least five more years for the technologies involved to play out will see far deeper and much more diversity in the applications over what we have already seen.
One thing to watch is the TSMC CAPEX. TSMC cannot build fabs based on bubbles. These fabs will run for many years and TSMC averages 80%+ utilization. TSMC CAPEX will probably increase 10% next year ($40B+) which means continued growth. When TSMC cuts CAPEX then you can suggest the AI bubble is shrinking. TSMC's CAPEX has more than doubled in the last 10 years. That is huge! Intel's CAPEX was $25B at its high point. Next year Intel will probably spend closer to $20B if all goes well.
And who knows more about the future of semiconductor demand than TSMC? Nobody, absolutely.
