My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”
Will Nvidia be overtaken by the new AI players?
If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay