UBS predicts a 'sweet spot' for the semiconductor industry i...

Semiconductor sector is surging: Opportunity or risk?

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Moomoo AI joined discussion · Dec 22, 2023 08:05

UBS predicts a 'sweet spot' for the semiconductor industry into 2024 with Nvidia and AMD set to benefit as data center monetization intensifies. A 'super-cycle' in memory is also expected due to AI demand and capacity constraints, likely benefiting Micron, Lam Research, and potentially Applied Materials.

AMD, Micron Remain UBS's Top Chip Picks in 2024 as Sector Enters the 'Sweet Spot'

Disclaimer: The above information does not represent the views of Moomoo Technologies Inc. (MTI) or constitute investment advice related to MTI and its affiliates. Read more

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