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Semiconductor sector is surging: Opportunity or risk?
Recently, the U.S. semiconductor sector has been experiencing continuous gains, with $PHLX Semiconductor Index (.SOX.US)$ achieving a seven- もっと見る
Recently, the U.S. semiconductor sector has been experiencing continuous gains, with $PHLX Semiconductor Index (.SOX.US)$
achieving a seven-day winning streak on Friday, reaching an all-time high. Its year-to-date increase has reached 62%, significantly outperforming major indexes. Amidst the AI boom, in addition to the leading $エヌビディア (NVDA.US)$
, the market is starting to recognize the growth potential of other stocks, with $ブロードコム (AVGO.US)$
being a particularly noteworthy presence. The company released robust quarterly earnings last Thursday and expects semiconductor revenue supporting AI systems to grow from the current 15% to over 25% by the fiscal year 2024. Broadcom's stock hit a new all-time high on December 15.


🎙️Discussion:

Amidst the AI boom and increasing expectations of interest rate cuts, how do you view the investment opportunities in the semiconductor sector?
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  • .SOX
    PHLX Semiconductor Index
    4955.796
    -0.15%
  • NVDA
    エヌビディア
    141.950
    -3.22%
  • AVGO
    ブロードコム
    164.230
    +0.18%
  • AMD
    アドバンスト・マイクロ・デバイシズ
    138.350
    +0.63%
  • INTC
    インテル
    24.500
    +0.25%