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I come from the semi sector, a certain saturation or more restrained industry mood is setting in, but in my opinion the end of the flagpole has not yet been reached.
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@opportunity_expert_677 do you think that semi conductors play an essential role in making the next level of AI possible?
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Of course, computing power is one of the key factors for AI, apart from generally improving the model, it just helps to have more computing power available. Let me put it this way: every gold digger needs a shovel ;)