Reported 8 months ago
Recent surging orders in the semiconductor industry indicate a genuine AI trend, with fierce competition for talent to drive rapid business growth. While AI stock prices soar, financial analysts worry that company performance may not keep pace and could face downward pressure. The high cost of AI infrastructure, such as NVIDIA's servers priced at millions of dollars, signals consolidation among tech giants and advantages for established companies in the field. The second half of the year holds continued trends favoring major tech players, like Nvidia's B-series chips ramping up production, benefiting partners like TSMC. As AI growth continues, more products and applications will emerge, with Taiwan playing a crucial role in the global AI supply chain. The market outlook remains positive with Apple's AI features boosting iPhone demand, driving tech stock appreciation, and potential rate cuts by the Federal Reserve launching an anticipated rally in US tech stocks. Taiwan is viewed as a critical region for AI industry development, offering comprehensive solutions and attractive investment opportunities due to its solid position in the semiconductor industry and the global AI supply chain.
Source: YAHOO