Microsoft has lowered its sales expectations for its AI products, indicating potential challenges in the market. Additionally, Snowflake's performance raises concerns about the broader AI sector's health.
An equipment engineer in the semiconductor industry expresses doubts about career growth and salary potential, prompting thoughts of transitioning to finance or other manufacturing roles. The individual seeks advice from others who may have made similar career pivots.
The article highlights that the lagging edge semiconductor sector, particularly those with ties to Chinese markets, is expected to experience a significant oversupply. This trend suggests a shift in market dynamics that could affect pricing and production strategies.