The semiconductor market in '24 reached a record high! Which stocks are in a transcendental upward whirlwind?

moomooニュース米国株 wrote a column · Jan 24, 2024 01:52

Demand for next-generation GPUs and CPUs will increase rapidly throughout 2023 as companies enhance AI applications, and the US is composed of major semiconductor brands $PHLX Semiconductor Index (.SOX.US)$In 20236close to 0%An increase in range has been achieved. Investments in AI chip-related stocksThe most attractive way to investIt became one of them.

Beginning this year, the Philadelphia Semiconductor Index continued to perform wellRecord high updatedThen, year to yearabout 6%Whereas it is rising, $S&P 500 Index (.SPX.US)$What is the year-to-date rate of increase ofabout 2%It has stayed at. The background is $Taiwan Semiconductor (TSM.US)$Financial results announcement forYaExpectations for a recovery in the global semiconductor market、Analysts' optimistic outlookThere is. According to Citigroup analysts, there is a possibility that not only NVIDIA but also more semiconductor stocks will be winners this year due to the rise of generative AI. The top 10 growth rates since the beginning of this year are as follows.

The semiconductor market in '24 reached a record high! Which stocks are in a transcendental upward whirlwind?

$NVIDIA (NVDA.US)$Is breaking the highest value every day, and the year-to-date rate of increasetopIt became. $Marvell Technology (MRVL.US)$with $Advanced Micro Devices (AMD.US)$The rise is also conspicuous, and each year to date16%、14%rise. AMD has entered the 10-12 fiscal year with a new product that enhances competitiveness in GPUs (image processing semiconductors) for AI, which NVIDIA has almost monopolized until now. Since there are incentives for major technology companies that are product users to nurture NVIDIA's competitors, AMD is expected to produce certain results.

Taiwan Semiconductor Manufacturing (TSMC), the largest contract semiconductor manufacturer, will start this yearabout 9%rapid expansion. According to the financial results announcement on the 18th, it is predicted that semiconductors for AI will perform well in '24,over 20%The fact that it showed the prospect of securing an increase in sales was well received.

The semiconductor market in '24 was the largest ever, and WSTS predicts double-digit growth

According to World Semiconductor Market Statistics (WSTS), which consists of major semiconductor manufacturers, the global semiconductor market is expected to fall in 23, but the market size in 24Double-digit growth of $588.3 billion, up 13% from '23It is anticipated. This surpasses the global market size in '22,Become the biggest everIt means. In addition to the fact that demand related to generative AI and power discrete continues to grow, take into account expectations for economic recovery from the latter half of '24Demand for electronic devices in general is growingI assume so.

Meanwhile, Nikkei Inc. said about semiconductor supply and demand in '24For each type and useWe were asked to evaluate everything from oversupply to undersupply on a quarterly scale of 5. Responses were obtained from 10 people, including research companies, analysts, and specialized trading companies. Global demand for semiconductors will improve in the 2024/4/6 fiscal year.Data center for generative AI (artificial intelligence)YaSemiconductors for electric vehicles (EVs)etc. will drive demand, and major semiconductor companies will move to increase production.

Power semiconductors to be mounted on EVsFrom the latter half of '24Demand will increase. German BMW will convert 50% of company-wide sales to EVs by 2030, $Toyota Motor (7203.JP)$Global sales of EVs will increase to 1.5 million units by '26. The semiconductor trading company Ryoyo Electronics anticipates that “high level orders for in-vehicle semiconductors will continue to be received for EVs and advanced driving support.”

UBS will benefit the most in 2024Hardware chips and GPUs that AI training and operation depend onIt is expected that it will be. From $15.8 billion to $165 billion to companies in this fieldtenfoldIt is expected that it will also bring booming profits.NVIDIA、AMD、IntelIt suggests that companies such as these will achieve significant growth in the future.

Which brands are likely to benefit from the success of AI semiconductor king NVIDIA?

According to TSMC's recent financial results report,Profit growth due to increased demand for AI semiconductorsbutIt has begun to spread to NVIDIA chip suppliersThat became clear. Since these suppliers support NVIDIA's high growth, orders have increased, and along with thatThere is also a possibility that earnings will increaseit's for. According to public information, the companies supplying NVIDIA are as follows.

What semiconductor stocks are raving about by Wall Street experts?

Of the stocks that make up the Philadelphia Semiconductor Index, the total market value20 billion dollarsBeyond that, Wall Street analysts“Bullish buy”The stocks that were evaluated as follows.