Long term opportunity for chip makers - R&D and Human Wisdom

1. Do you see the impact of AI on chip stocks an opportunity or a danger?
The short answer is opportunity. I mentioned in my previous article, AI needs hardware thats chips. Currently it looks more like an opportunity because the AI rally is not over yet. There's strong demand for AI chips as the application becomes widespread. But AI rally may not last forever but I don't see any sign of bubble so far.

2. Do you think AI will drive a cycle inflection point in the semiconductor industry?
Semiconductor industry will see a cycle inflection point but AI is not the cause, not in the near future. The cause could be FED rate hike, US-China tension etc. In fact AI is the catalyst to the rise of semiconductor and other tech stocks. But AI does have a weakness and that's when the world see AI as a threat and trigger government to regulate or even restrict its usage. When that happens, it's the start of AI bubble.

3. Where do you see long term opportunity for chip makers?
Beside AI, there's another opportunity for the next chip maker rally - quantum computing (QC). If QC can be designed as a chip, the opportunity is incredible. Perhaps a long term opportunity for chip makers is R&D and human wisdom.