Reported about 1 month ago
The semiconductor industry is increasingly divided between companies benefitting from the AI boom and those struggling with sluggish demand, as evidenced by ASML's recent sales forecast cut. While firms like TSMC report stabilization, ASML and other equipment manufacturers face steep declines, showcasing a growing chasm in the market. The disparity is leading to caution among investors, particularly as AI investments surge, highlighting the pressing need for non-AI companies to adapt.
Source: YAHOO