Andrew Schmitt(@aschmitt):ECOC attendance figures. This chart looks like a lot of other charts. I don't think this is a bubble like 25 years ago. But while AI is cracking millennium math problems and pushing the frontiers of biology it has not solved the classic semiconductor inventory cycle. In that sense this time is not different. It will happen.

Andrew Schmitt

@aschmitt

Engineer, Cyclist, Political Optimist

Joined March 2008

187 Following 2.6K Followers

Andrew Schmitt@aschmitt

2026.09.25 22:18

ECOC attendance figures. This chart looks like a lot of other charts. I don't think this is a bubble like 25 years ago. But while AI is cracking millennium math problems and pushing the frontiers of biology it has not solved the classic semiconductor inventory cycle. In that sense this time is not different. It will happen.