Ben Bajarin· @BenBajarin · X·· 21 天前AI 评分39
AI 导读
在过去，PC下行周期对半导体行业是一场灾难。时代变了，设备的下行周期反而因释放出的晶圆成为 AI 算力的利好。 这篇 @DiligenceStack 报告深入分析并展示了谁将受益。 https://www.thediligencestack.com/p/title-the-pc-downturn-is-an-ai-supply
AI 生成摘要 · 以原文为准
正文
In the before times, a down PC cycle was a disaster for the semiconductor industry. Times have changed, and down cycles for devices is upside for AI compute in freed wafers.
This report @DiligenceStack digs in and shows who benefits.
https://www.thediligencestack.com/p/title-the-pc-downturn-is-an-ai-supply
来源：Ben Bajarin · x.com