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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

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4:00 PM EST

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To: Sun Tzu who wrote (91597)	2/3/2024 11:00:00 AM
From: Elroy	Read Replies (2) of 95521

Here's something I don't quite understand about semiconductors. Everyone says AI can do coding really well. Everyone says AI can code 1,000x faster than humans (perhaps faster than that?). So......if NVDA is "ten years ahead of everyone else" in their core competency, why doesn't "everyone else" use AI to catch up to NVDA in..... a month? It seems to me that AI coding ability should make semiconductor design much less valuable, because, you know, AI can do in six months what took humans 20 years (something like that).

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