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Shares of Semiconductor Stocks Are Trading Lower Amid Overall Market Weakness. A Drop in the Price of NVIDIA May Weigh Down the Sector.
What does the volatility of AI stocks mean? Morgan Stanley: This round of the semiconductor cycle is about to peak!
Daiwa's statement suggests that the market reaction to nvidia's financial report indicates that the current industry cycle is approaching its peak. The semiconductor industry reaches supply and demand balance approximately every two years, and the key point for the next phase of trade is whether AI demand will be released ahead of schedule before 2025-2026.
Investors in Lattice Semiconductor (NASDAQ:LSCC) Have Seen Solid Returns of 127% Over the Past Five Years
Global semiconductor demand rebounds! South Korea's chip exports in August surged 39% year-on-year.
①Data released by South Korea Customs on Sunday showed that South Korea's export growth rate in August has recovered to double digits, with chip exports increasing nearly 39% year-on-year. ②As a "canary" in the global economy, the growth of South Korea's export data not only signals a recovery in the global economic outlook but also reflects the strong demand for technology products worldwide.