ikt@aussie.zone to Hardware@lemmy.worldEnglish · 2 months agoSemiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at oncewww.tomshardware.comexternal-linkmessage-square4fedilinkarrow-up123cross-posted to: hardware@programming.dev
arrow-up123external-linkSemiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at oncewww.tomshardware.comikt@aussie.zone to Hardware@lemmy.worldEnglish · 2 months agomessage-square4fedilinkcross-posted to: hardware@programming.dev
minus-squareSlotos@feddit.nllinkfedilinkEnglisharrow-up6·2 months agoA giga cycle would demand increase in production capacity, which would drive ASML revenue (and before that shares price) through the roof. Neither is happening. They are doing well, but not “giga cycle” well. https://www.macrotrends.net/stocks/charts/ASML/asml-holding/revenue
A giga cycle would demand increase in production capacity, which would drive ASML revenue (and before that shares price) through the roof. Neither is happening. They are doing well, but not “giga cycle” well.
https://www.macrotrends.net/stocks/charts/ASML/asml-holding/revenue