bullish
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
247 Views26 Feb 2024 11:46
SUMMARY
- Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the companies that are at the forefront of AI-related semiconductor research, development, and production.
- One of the key drivers in the resurgence of new chip demand is the acceleration of upgrade demand for PCs and smartphones to meet the novel generative AI needs, while companies build up storage and data center capabilities to transition to utilizing generative AI capabilities in their operations.
- However, so far, the benefit of the market rally has been disproportionately felt across the industry.
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