Episode 99: Semis Outlook for 2025 - Bullishness Remains
The Circuit
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Investing in the Future: AI, AR, and Market Dynamics
This chapter explores critical investor discussions about the heavy investments in AI by hyperscalers and the awaited tangible returns. It analyzes the current and future state of end devices like PCs and smartphones, emphasizing the stagnation in consumer demand and the importance of regional market variations. Additionally, the conversation highlights innovations in augmented reality technology and the implications of economic factors across the U.S., Europe, and China, while speculating on future tech showcases and an evolving ecosystem beyond traditional devices.
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