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It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...
Oct 17, 2025
We won't know if the AI bubble has burst except in the rear view mirror.
I am very cautious about making any investments in AI related...
Oct 17, 2025
C
We won't know if the AI bubble has burst except in the rear view mirror.
I am very cautious about making any investments in AI related...
Oct 17, 2025
How is ASML going to meet this high demand with HN-NA EUV? ASML will ship a total 60-70 production level EXE:5200 systems in the next...
Oct 17, 2025
World's top chipmaker plans to secure land in Arizona beyond $165bn investment
A Taiwan Semiconductor Manufacturing Co. building in...
Oct 17, 2025
L
It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...
Oct 17, 2025
F
They're pretty much proving multipatterning not a big deal.
Oct 17, 2025
F
It seems to have also applied to N5 and N4 in Arizona (the "overseas fabs").
Oct 17, 2025
K
I was at a Rotary meeting / dinner in Nairobi, Kenya last week. I was at the end of the table talking to 3 business folks there (2...
Oct 17, 2025
S
So the Chinese CEO "stole" money because he made Nexperia order some chips from Wingtech. And it was "stealing" because it was sold with...
Oct 17, 2025
It looks like TSMC got HNA-EUV right, delay it until absolutely necessary. Now way can ASML and suppliers meet the coming capacity...
Oct 17, 2025
B
https://www.tomshardware.com/tech-industry/dutch-nexperia-takeover-saga-partly-driven-by-ceo-misappropriating-usd200-million-to-rescue-fa...
Oct 17, 2025
Per Statistica, 2022 US electricity capacity was 1200GW; 2025 US GDP should be about $27T growing at ~1.5%
Squarely in national macro...
Oct 17, 2025
I've been thinking about the large company money exchanges going on between OpenAI, Microsoft, Nvidia, AMD, and others.. and I think...
Oct 17, 2025
I'm waiting to hear about OpenAI investing in Intel. Come on Lip-Bu......... close that deal! Intel 18A is ready and able.
This type of...
Oct 17, 2025
Daniel Nenni reacted to lefty's post in the thread Discussion - has the AI bubble already burst? with
Like.
It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...
Xebec posted the thread Discussion - has the AI bubble already burst? in SemiWiki Main Forum ( Ask the Experts! ).I've been thinking about the large company money exchanges going on between OpenAI, Microsoft, Nvidia, AMD, and others.. and I think...