Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Texas Instruments (TXN.US) unveils chip industry financial report season, analysts: semiconductor industry prospects are mixed with joy and sorrow.
As the pioneer of the semiconductor industry, texas instruments will be the first to release its financial report as the financial report season is about to begin.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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