A few insights into the semiconductor industry 1. Legacy node wafer capacity w… · @damnang2 · TwKit

@damnang2

A few insights into the semiconductor industry 1. Legacy node wafer capacity will become the biggest bottleneck next year. 2. Annual data center capacity additions will nearly double each year. Meaning, optics era is coming 3. AI labs will increasingly shift from GPUs to ASICs (XPUs), with the ASIC to GPU ratio rising from roughly 1:1 in 2026 to nearly 2:1 in 2028.

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