There is no bubble in AI as more industries have yet to adopt it
Semiconductor equipment maker Grand Venture Technology Ltd. (GVT) is seizing the growing demand for advanced memory and AI chips to position itself as a key supplier in Asia, where giants like Micron and Infineon are investing billions in new factories. GVT’s focus on cutting-edge technologies, such as hybrid bonding for high-bandwidth memory (HBM) chips, has tripled its revenue and stock price since 2019. CEO Julian Ng predicts sustained demand as industries like healthcare and finance adopt AI despite challenges like tariffs, weak consumer demand, and China’s economic slowdown.
My Take
Julian Ng’s assertion that AI adoption is just beginning is a wake-up call for those underestimating its long-term potential. Many industries are still exploring how to leverage AI, but companies that align with this wave—offering transformative technologies like HBM—stand to thrive. The real question isn’t whether AI is a bubble but how businesses can position themselves to ride the momentum.
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Credit: Bloomberg
This post reflects my own thoughts and analysis, whether informed by media reports, personal insights, or professional experience. While enhanced with AI assistance, it has been thoroughly reviewed and edited to ensure clarity and relevance.