$Advanced Micro Devices (AMD.US)$ The semiconductor industry...
$Advanced Micro Devices(AMD.US$ The semiconductor industry is far from being as good as people on the street say, and I feel that recovery is a bit far away. Is it an opportunity or a trap, we still have to wait and see how it changes
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JC1616 : Agree with you that there is no way out of the recovery, and currently only Nvidia's performance is at a record high, and most semiconductor companies have no big goals and opinions about the short to medium term, just like iPhone, they can only focus on deriving better hardware products. For example, smaller, faster, more convenient, and there is no big innovation, chatgpt. These software have indeed brought impressive innovation, but there is still a big gap from the word “intelligence” only using big data Being able to respond and answer is very different from thinking and answering on your own
At present, AI may be a trap, but it is not ruled out what revolution it will bring in the future. However, at present, there should be no major progress for 5 to 10 years