Eh … even with the popping of the AI bubble, the long-term future is bright for any new chip manufacturer. The world is only becoming more and more electronic, with more and more gadgets needing advanced chips. When the AI bubble goes boom, demand may temporarily drop, but in the long term demand will rise overall.
The startup cost for a chip fab is MONSTROUS. Add the fact that the incumbents have already been convicted of being a cartel once (or more?), and it’s going to be a heck of an industry to break into. The incumbents just will drop price
Eh … even with the popping of the AI bubble, the long-term future is bright for any new chip manufacturer. The world is only becoming more and more electronic, with more and more gadgets needing advanced chips. When the AI bubble goes boom, demand may temporarily drop, but in the long term demand will rise overall.
The startup cost for a chip fab is MONSTROUS. Add the fact that the incumbents have already been convicted of being a cartel once (or more?), and it’s going to be a heck of an industry to break into. The incumbents just will drop price