Reported 5 days ago
A recent report by Bain & Company predicts a potential chip shortage driven by surging demand in artificial intelligence infrastructure and an upcoming smartphone and PC upgrade cycle. The article highlights three stocks—Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and ASML—that are positioned to benefit from this anticipated demand. Nvidia leads in GPU technology for AI applications, TSMC is the largest semiconductor manufacturer expected to operate at full capacity, and ASML is essential for the equipment needed to boost manufacturing capacity. Their attractive valuation suggests they may be strong investment options as the industry prepares for a potential chip crisis.
Source: YAHOO