Semiconductor expert: I have listened to the super cycle for twenty years, and this is the first time I truly see it.

ME AI News message: Well-known semiconductor analyst Stacy Rasgon believes that AI is driving the semiconductor industry into an unprecedented demand supercycle. For the past 20 years, he has been hearing about “supercycles,” but this may be the first time he is truly seeing one. From GPUs, HBM to optical modules, networking equipment, and CPUs, the entire industrial chain is being propelled by AI computing-power demand—and the industry’s biggest current consensus is just one thing: no one has enough computing power. (Source: Wall Street Insights)
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