AI Build-Out Has ‘Broken the Old Demand Cycle,’ Chip Veteran Says as TSMC Posts Record Profit
Applied Materials veteran Steve Williams says AI has broken the old semiconductor demand cycle as TSMC posts record profit.
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Why It Matters
Big computer chip makers are making record profits because AI is booming. This means the usual ups and downs in the chip business might work differently now.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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