ikt@aussie.zone to Hardware@lemmy.worldEnglish · 2 days 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-up123arrow-down10
arrow-up123arrow-down1external-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 days agomessage-square4fedilink
minus-squareSlotos@feddit.nllinkfedilinkEnglisharrow-up6·2 days 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