alt Hacker NewsThe semiconductor industry has been a boom and bust industry for over 50 years.
I've been in the industry for 30 years and I've worked at companies with fabs were demand was high and customers would only get 30% of what they ordered. Then just 2 years later our fab was only running at 50% capacity and losing money. It takes about $20 billion and 3-4 years to make a modern new fab. If you think that AI is a bubble then do you want to be left with a shiny new factory and no products to sell because demand has collapsed?