Comment by tmaly

I think housing prices will come down a bit more in the US. The FED is walking a fine line with interest rates. I predict they will have to backtrack and lower the rates in the second half of 2023.

I think the new 3nm process from TSMC will help to accelerate new NVIDIA cards to support GPT like AI, but TSMC will have to rapidly expand fabs outside of Taiwan to offset the risk from China.