Reported about 1 month ago
In a recent analysis, Bernstein's senior analyst Stacy Rasgon highlighted that August chip sales fell below seasonal trends, attributing it to an 'asynchronous cycle' where different markets are performing variably. While some segments, like PCs and smartphones, are not performing well, Rasgon notes potential growth compared to last year, particularly in AI, which remains strong. He advises investors to focus on a three-month outlook rather than monthly fluctuations, emphasizing the need to selectively target specific markets.
Source: YAHOO