IYKYK
“Despite strong AI-driven demand, some executives warn of emerging risks, including ‘double booking’ of capacity. If AI-related capital spending slows, the industry could face a new wave of inventory correction.”
https://www.digitimes.com/news/a20260506PD233/semiconductor-industry-ai-demand-2026.html
@EdDowd
3
2May 13, 2026 372
