– First SEMICON in Arizona was great- should make it permanent – Congress finally wakes up to China issues long after cows are gone – Memory cycle in support of AI could be huge but scary at same time – AI demand seems bottomless- but may distort chip industry dynamics Phoenix SEMICON was wonderful! The crowds… Read More The post SEMICON West AZ- Congress & China- Memory Madness- AI Semiconductor Tsunami appeared first on SemiWiki.| SemiWiki