Nomura Securities Team: It's Too Early to Assert Chip Stocks Have Peaked

robot
Abstract generation in progress
On July 1, the Nomura Securities team stated that it is still too early to assert that chip stocks have peaked. They believe the upward momentum of chip stocks will continue for two reasons: first, the ultra-large-scale data center operators, who either plan to ramp up their investments or exit the market, will not stop investing by 2027, partly due to the rising costs of memory chips; second, the construction plans for data centers are accelerating. The team noted that the recent pullback in chip prices is 'healthy,' but also warned that the market has yet to digest some potential risks and shortages that may arise in the future.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned