The Semiconductor Boom Is Real.
June 18, 2026
For the last several years, we’ve heard a lot about AI (Artificial Intelligence). Most of the discussion has focused on software which misses the point. AI runs on infrastructure. Infrastructure runs on semiconductors. And semiconductors are driving one of the largest industrial expansion cycles I’ve seen in my career. Leading companies who are building the future like Nvidia, Google, Amazon, Microsoft, Meta, Apple, and Broadcom, aren’t slowing down; they’re accelerating. These organizations are investing […] Read more The Semiconductor Boom Is Real.