The Fable ban is bullish for semis

Investor summaryBullish

Europe's push for AI independence will drive up semiconductor demand and prices, offsetting any FAANG slowdown.

Bull points

Europe scrambling to build domestic AI infrastructure will increase semiconductor demand.
Increased demand could drive up semiconductor prices.
This surge in European demand may offset any slowdown in FAANG AI spending.

SMHAI 资本开支半导体

Post body

The Europoors are seething and want to avoid becoming reliant on American AI

Could drive up the price of semis as they scramble to build their infra for training and inference which might more than make up for any slow down from limitations placed on faang

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