Semiconductor Surge: JPMorgan Bets AMD, Micron, Arm Will Drive Industry Optimism And AI Demand
Semiconductor Surge: JPMorgan Bets AMD, Micron, Arm Will Drive Industry Optimism And AI Demand
半導體激增：摩根大通押注AMD、美光、Arm將推動行業樂觀情緒和人工智能需求
JPMorgan hosted 13 semiconductor, semiconductor capital equipment, and chip design/EDA/IP companies at their 52nd annual Global Technology, Media, and Communications Conference in Boston this week.
摩根大通本週在波士頓舉行的第52屆年度全球技術、媒體和通信會議上接待了13家半導體、半導體資本設備和芯片設計/EDA/IP公司。
The key takeaway? The semiconductor industry is entering the early stages of an upcycle, driven by broad-based cyclical improvements and strengthening AI demand.
關鍵要點？在廣泛的週期性改善和人工智能需求增強的推動下，半導體行業正進入升級週期的早期階段。
Here's what investors need to know.
以下是投資者需要知道的。
Early Stages of Semiconductor Upcycle
半導體升級週期的早期階段
The semiconductor industry is showing signs of entering a new upcycle. Presenting companies expressed optimism about their revenue prospects for the second half of the year. They include:
半導體行業顯示出進入新升級週期的跡象。主講公司對下半年的收入前景表示樂觀。它們包括：
Advanced Micro Devices Inc (NASDAQ:AMD)
GlobalFoundries Inc (NASDAQ:GFS)
Microchip...
先進微設備公司（納斯達...
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