#semiconductorwar — Public Fediverse posts

5 things that could break the tech growth thesis:

1. AI bubble burst if ROI disappoints
2. Power grid cannot keep pace (most likely)
3. US-China chip war escalation
4. Regulatory backlash against AI/data
5. Sustained high interest rates

I assessed probability for each. Number 2 is already happening in Northern Virginia, Dublin, and Singapore.

Full counter-argument analysis:
https://resistancezero.com/geopolitics-2.html

#AIBubble #TechInvestment #Geopolitics #SemiconductorWar #EnergyConstraints #RiskAnalysis

BREAKING: Samsung semiconductor engineers fleeing to SK Hynix amid talent exodus. Sources cite brutal hours, heavy workloads & reduced bonuses driving mass departures. 200+ applied for just 3 SK Hynix positions. #Samsung #SKHynix #TechTalent #SemiconductorWar #TalentExodus #TechNews #DRAM #Memory #Chips #Korea