The Business Times – AI Demand Drives Chip Equipment Sales Forecast To New Highs But Tariff Jitters Cloud Outlook
The Business Times: Senior Analyst Alvin Nguyen highlights how the surge in AI demand is driving semiconductor equipment sales to record highs, with global firms increasingly investing in both high-end and low-power AI chips. Nguyen adds though that the uncertainty created by tariffs is causing delays in investment decisions by some semiconductor players.