Dutch chipmaker BE Semiconductor saw its stock jump as Q4 orders hit a major milestone—doubling compared to the previous period. The surge stems from surging appetite for data center chips and expanding demand from photonics players. For folks tracking infrastructure buildout in the crypto and AI space, this kind of momentum in semiconductor orders typically signals serious capex cycles ahead.
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StableGeniusDegen
· 13h ago
Chip orders double, and the signal that AI infrastructure is really taking off has arrived.
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DegenGambler
· 13h ago
Chip orders double, now the data center and AI arms race is about to start burning money, right?
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LightningWallet
· 13h ago
Chip orders double, now the data centers and AI arms race are about to escalate
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CountdownToBroke
· 13h ago
Chip orders double, now data centers and AI infrastructure funding are about to be poured in.
Dutch chipmaker BE Semiconductor saw its stock jump as Q4 orders hit a major milestone—doubling compared to the previous period. The surge stems from surging appetite for data center chips and expanding demand from photonics players. For folks tracking infrastructure buildout in the crypto and AI space, this kind of momentum in semiconductor orders typically signals serious capex cycles ahead.