Vugar Usi(@usithetalk):Everyone's chasing AI. I'm watching who's making money behind the scenes. @BainandCompany estimates semiconductor packaging gross profits grew 3.5x, from $6.1B in 2018 to $21.5B in 2025. With TSMC reporting earnings on Oct 15, I'll be watching AI demand, margins, and what they signal for infrastructure spending in 2027. 👀 The picks and shovels can be just as interesting as the gold rush.

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参加 June 2023

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Vugar Usi@usithetalk

2026.10.14 10:18

Everyone's chasing AI. I'm watching who's making money behind the scenes. @BainandCompany estimates semiconductor packaging gross profits grew 3.5x, from $6.1B in 2018 to $21.5B in 2025. With TSMC reporting earnings on Oct 15, I'll be watching AI demand, margins, and what they signal for infrastructure spending in 2027. 👀 The picks and shovels can be just as interesting as the gold rush.