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Any thoughts on world wide market growth in semis? Will intelligence in everything be a major driver? Communications with 5G growing and what will be next? Will advanced automation of everything be a major driver? Sensors and monitors everywhere? Camera systems are already growing everywhere and will they be monitored by AI/ML? Will surgeons fight back and how when robotic surgery becomes superior? How will people compete against the advanced automation of not only physical tasks, but the professions? Why send people into space and other planets when machines will be able to do everything better? How will society in general adapt to fastest, broadest set of changes in human history? Will the wealth go only to a few who are correct in riding the changes like a pro surfer rides the waves? Will this trend allow the few to control the many in social, governmental and business functions? Any thoughts and especially early observations appreciated.
AI is definitely a market driver for semiconductors and it will be the companies that sell the picks and axes that benefit the most and that would be TSMC. Same thing happened with the crypto mining craze but generative AI will be around for many years to come. Until something else comes around and disrupts AI. Maybe something on Musk's Neuralink?