NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 GOOG
Alphabet-C
-- 156.060 The semiconductor sector is expected to see double-digit growth next year, and the top 10 stocks with the highest increase rate are?
As the expectation of interest rate cuts next year increases and the long-term interest rates in the US decline, it is recommended to invest in US semiconductor-related stocks. $PHLX Semiconductor Index (.SOX.US)$はContinuing to update the year-to-date high for consecutive days.In addition, the Federal Reserve Board (FRB) indicated the end of tightening policy and a rate cuts next year in its new interest rate and economic outlook, leading to the Dow Jones Industrial Average hitting an all-time high on the 13th for the first time in 1 year and 11 months. The Philadelphia Semiconductor Index also rose by about 1.5%.Reaching a high not seen in about 2 years.The semiconductor sector is gaining momentum. $NVIDIA (NVDA.US)$and $Advanced Micro Devices (AMD.US)$Arko Corp and Intel's respective year-to-date highs are approximately...226%、112%It is surging and showing high performance.
Although the semiconductor sector experienced a sharp decline in 2022, it has recovered in 2023. This is due to the rapid increase in semiconductor demand from new technologies such as 5G, cloud computing, and artificial intelligence.leading to an increase in semiconductor prices and profit margins, as well as a proliferation of semiconductor companies.、U.S.-China trade frictionThis has led to an imbalance in supply and demand, resulting in increased semiconductor prices and profit margins, as well as a greater variety of semiconductor companies. Analysts expect the semiconductor industry to continue recovering from the downturn in 2022.Expected to achieve growth in all sectors.And expect positive growth in 2024.And predict growth in 2024.And predict.
World Semiconductor Market Statistics (WSTS) recently revised its global semiconductor revenue forecast for this year and next year.The World Semiconductor Market Statistics (WSTS) has recently revised its forecast of worldwide semiconductor revenue for this year and next year upwards.The global semiconductor revenue in 2023 is approximately $520.126 billion.520.126 billion dollars.It exceeded the previous forecast of 515.095 billion dollars. In 2024, it is588.364 billion dollarsand exceeded the initial forecast of 575.997 billion dollars.
On the other hand, SI (Semiconductor Intelligence) expects a 3% increase in the fourth quarter of 2023 compared to the previous quarter and a 6% increase compared to the previous year. As a result,Increase by 3% compared to the previous period.、Increase by 6% compared to the previous year.as a resultIn 2024, the stage will be set for double-digit growth year-on-year in each quarter.It will be the case.
SI also predicts that in 2024, the companies with the highest revenue growth will be,Memory companies (Samsung, SK Hynix, Micron)、Companies specializing in PC and computing (Nvidia, Intel, AMD)、Companies specializing in smartphones (Qualcomm, Mediatek)and it is expected.
- The resolution of the global semiconductor shortage is expanding the supply and demand of semiconductors in industries such as automobiles, electronics, and gaming.
- New technologies such as 5G, cloud computing, and artificial intelligence continue to generate demand for more advanced and high-performance chips.
- The easing of US-China trade tensions will improve the supply chain and market access for some semiconductor companies.
- Continuation of subsidies and preferential treatment by the US government for domestic chip production.
- Activities such as integration, M&A, partnerships, and new product announcements are enhancing the competitiveness and profitability of some semiconductor companies.
$Qualcomm (QCOM.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ $Lam Research (LRCX.US)$ $Monolithic Power Systems (MPWR.US)$ $Entegris (ENTG.US)$ $KLA Corp (KLAC.US)$ $Micron Technology (MU.US)$ $Applied Materials (AMAT.US)$
This article uses auto-translation in part.
Source: Barchart, Investopedia, Semiconductor Intelligence, moomoo
moomoo news anchor Sherry
This article uses auto-translation in part.
Source: Barchart, Investopedia, Semiconductor Intelligence, moomoo
moomoo news anchor Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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