Why the Chip Rally Is Different This Time

Times are very good in the chip business. In this boom and bust industry, that leads to the obvious question: are they too good? Global semiconductor revenue has doubled since the first dot com era of the late 1990s. That is when PCs were flooding into every home, and every business was buying servers and wiring up for the internet. Those aren’t big growth drivers now, but new industries have emerged to fill the gap. Cars and household appliances are packing in more chips than ever. Artificial intelligence is being built…

Link to Full Article: Why the Chip Rally Is Different This Time

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