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Express News | Shares of Semiconductor Stocks Are Trading Lower. The Sector May Be Reacting to Reports Suggesting Huawei Has Developed an AI Chip to Challenge NVIDIA
Nvidia Leads Chip Stocks Lower Amid Huawei Challenge and Big Tech Earnings Week
Bank of America: Taiwan Semiconductor (TSM.US) advanced technology and manufacturing continue to gain momentum, maintaining a 'Buy' rating.
Bank of America Securities maintains a "Buy" rating on Taiwan Semiconductor and reiterates a Target Price of $220.
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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
