AI Chip Boom: Peak Soon?
Update: 2025-09-16
Description
Is the AI Chip Boom About to Bust? New analysis suggests the red-hot AI chip market, fueled by tech giants like Microsoft and Meta, may be nearing its peak. While AI-specific chip demand remains strong, slumping smartphone sales and economic uncertainties could trigger a slowdown as early as 2026, impacting chipmakers and foundries alike. The big question: will massive AI investments translate into real profits, or is the economic impact hidden in the supply chain?
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