Reported 11 months ago
As NVIDIA and other AI giants plan next-generation product roadmaps until 2026, fueling high demand for AI, Taiwan's semiconductor supply chain led by TSMC is thriving. Investors are advised to focus on semiconductor ETFs to capitalize on AI trends, with opportunities expected to last at least three years. With the global AI demand remaining strong, Taiwan's semiconductor industry, coupled with TSMC's promising outlook, is set to benefit from product price increases and stock buybacks. The period after the Dragon Boat Festival is anticipated to bring a surge in AI-related opportunities, particularly in AI PCs and AI phones, boosting the semiconductor sector's performance for the rest of the year. Apple's upcoming WWDC conference is expected to introduce new AI features, potentially driving a significant upgrade cycle for iPhones and enhancing the performance of Apple's supply chain and semiconductor-related companies.
Source: YAHOO