The PC downturn is an AI supply story: packaging, not wafers, caps accelerators
BenBajarin · x · 2026-10-15
Ben Bajarin argues the weak PC market frees leading-edge wafers and memory, but advanced packaging still caps accelerator supply, while server CPUs absorb redirected wafers more directly. He also launches CS Forecast Stack, 19 connected models spanning fab capacity, datacenter power, token economics and AI revenue, noting AI differs from past cycles since the billions-strong device installed base is AI's distribution channel.
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