Inflation Insights and Semiconductor Strategies

This chapter analyzes the current inflation trends, their implications for consumer behavior, and market sentiment, underscored by the misery and fear-greed indices. It also explores Meta's strategic shift towards in-house AI chip development, evaluating how this move may impact costs and competition within the semiconductor industry, particularly against NVIDIA. Additionally, the chapter discusses the challenges faced by Intel in the evolving chip landscape and the potential benefits of industry collaboration.