Semiconductors always go through boom and bust cycles - so say stock market analysts. But I'm not sure how long they typically are? (This is a boom not a bust for them)
For the AI industry it's once in a lifetime. For the RAM industry, apparently, it's typical and happens every ten years or so. You probably weren't alive for the last ones.
Yeah I keep reading comments about "semiconductor boom/bust cycles", but they ignore that Moore/Dennard Laws were in a totally different regime back then, and they ignore the external factor of AI. So I just don't understand what those comments are alluding to.
I honestly have no idea what you are actually talking about. Government printing capital? What does that even mean? And patterns are meaningless, what is the mechanism and the underlying relationship? Whatever you heard stock analysts say they don't sound they know engineering or science.
Prices and I mean the price tag will never come down again. That was an exception for technology and gadgets for a few decades but I'm not sure it will happen again.
Semiconductors always go through boom and bust cycles - so say stock market analysts. But I'm not sure how long they typically are? (This is a boom not a bust for them)
There is nothing typical about the current boom, I don’t think we can predict much based on past cycles
For the AI industry it's once in a lifetime. For the RAM industry, apparently, it's typical and happens every ten years or so. You probably weren't alive for the last ones.
I was definitely alive, what a weird remark to make…
Yeah I keep reading comments about "semiconductor boom/bust cycles", but they ignore that Moore/Dennard Laws were in a totally different regime back then, and they ignore the external factor of AI. So I just don't understand what those comments are alluding to.
AI is the biggest bubble/cycle to date because of how much capital the government has printed into it. But it still follows the same pattern.
I honestly have no idea what you are actually talking about. Government printing capital? What does that even mean? And patterns are meaningless, what is the mechanism and the underlying relationship? Whatever you heard stock analysts say they don't sound they know engineering or science.
Prices and I mean the price tag will never come down again. That was an exception for technology and gadgets for a few decades but I'm not sure it will happen again.
Yeah I think so too. It's a shame. For maybe around $300 less it would be an awesome product. At least I have a good gaming PC at the moment.
Well, that's how prices solve shortages. Less people buy, and the ones who want it more get one
Ah yes. The good old cobweb theorem. https://en.wikipedia.org/wiki/Cobweb_model