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bryonss0
Feb 28, 2024 10:47 PM
Chip demand doubles every 2 years
Long
NASDAQ:SOXX
1M
iShares Semiconductor ETF
NASDAQ
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Feb 28, 2024 10:47 PM
Moore's Law ends, so doubling of compute capacity every two years requires doubling production of chips every two years.
AI revolution demands more capacity.
Humans can't build chip factories fast enough.
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