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芯片股之爭升溫，誰將最終勝出？
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NVIDIA stock rose more than 8% after the company reported the latest Q4 earnings. Specifically, the revenue was $6.05 billion, versus expect 展开
NVIDIA stock rose more than 8% after the company reported the latest Q4 earnings. Specifically, the revenue was $6.05 billion, versus expectations of $6.00 billion. Adjusted EPS was $0.88, versus expectations of $0.81. Nvidia forecasted $6.5 billion in sales for the next quarter. Several chip companies have announced Q4 earnings: AMD relies on data center sector growth to offset the decline in the gaming market; TSMC with industry-leading technology to maintain a stable high-margin profit; Micron, Intel, and Samsung are in the red due to the weak PC and smartphone market, the chip inventory overhang.

Since falling below to a two-year low in Oct '22, the Philadelphia Semiconductor Index (SOX) has shown increasing signs of reversal. InBy Feb '23, the SOX rallied over 45% this year, outperforming the Nasdaq and S&P 500. Unlike in the past, the growth areas for this reversal involved data centers, AI, machine learning, and automotive. For all chip companies, this may be an elimination race that changes the competitive landscape.

Q: 1) Which chip stock are you more confident with?
    2) Will the chip sector outperform the S&P500 index this year?
    3) Is the semiconductor down cycle over?

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