This chart shows why AI isn't just a GPU trade. AI is a full semiconductor value-chain war: Design → EDA/IP → Manufacturing equipment → Foundries → Packaging → GPUs/ASICs → Inference → Edge. Key takeaways • The real bottlenecks are equipment, foundries, and advanced
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This chart shows why AI isn't just a GPU trade. AI is a full semiconductor value-chain war: Design → EDA/IP → Manufacturing equipment → Foundries → Packaging → GPUs/ASICs → Inference → Edge. Key takeaways • The real bottlenecks are equipment, foundries, and advanced