Trade Whisperer(@TradexWhisperer):What the... The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026. The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling. Chips are not eating the world. They already ate it. $MU $SNDK $DRAM $TSM $NVDA $INTC $AMD

Trade Whisperer

@TradexWhisperer

Memory Engineer & Data Scientist. Masters Degree @UofIllinois 2x🎓 Founder of Smart Candle System, FREE trial on Patreon 👇

参加 February 2012

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Trade Whisperer@TradexWhisperer

2026.05.15 04:25

What the... The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026. The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling. Chips are not eating the world. They already ate it. $MU $SNDK $DRAM $TSM $NVDA $INTC $AMD