What are your thoughts on ASML, TSMC, INTEL and other semiconductor fabs + suppliers? It seems to me that the demand for compute will skyrocket and the companies that manufacture processors (TSMC, Samsung, Intel) and the companies that make tools to make processors (ASML , ??) will expand by orders of magnitude. I think it’s a safer bet than Google, MSFT as there are no real competitors and not enough time for competitors to appear.
Yes that makes sense to me—I already own some TSMC and Intel. Samsung also has their own fabs I believe so could be another alternative. I suspect the early AGI businesses will just use existing/already deployed hardware though, so I’d say the hardware manufacturing stocks would rise with a delay.
What are your thoughts on ASML, TSMC, INTEL and other semiconductor fabs + suppliers? It seems to me that the demand for compute will skyrocket and the companies that manufacture processors (TSMC, Samsung, Intel) and the companies that make tools to make processors (ASML , ??) will expand by orders of magnitude. I think it’s a safer bet than Google, MSFT as there are no real competitors and not enough time for competitors to appear.
Yes that makes sense to me—I already own some TSMC and Intel. Samsung also has their own fabs I believe so could be another alternative. I suspect the early AGI businesses will just use existing/already deployed hardware though, so I’d say the hardware manufacturing stocks would rise with a delay.