bullish

2024 High Conviction: Low Semiconductor Growth

Jim has highlighted this Insight as a Top Pick
453 Views21 Dec 2023 03:51
2024 semiconductor revenue growth will be muted despite forecasts predicting strong growth.  This post explains why the year will not see another super cycle, despite today's AI surge.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
x