semiconductor / news / / CNA
The S&P Semiconductors Select Industry Index has returned a staggering 144 per cent in the past year.
The S&P Semiconductors Index surged 144% in a year, far outpacing hyperscalers and the S&P 500.
KEY POINTS
- Semiconductor-driven earnings per share are on track for 83% annual growth, fueled by AI chip demand.
- Only three global companies produce high bandwidth memory for AI GPUs, led by Micron Technology.
- History shows ultra-high semiconductor margins attract new capacity, risking future oversupply and margin contraction.
- Industry analysts suggest hyperscalers may now offer more investment upside than semiconductor stocks.
COMPANIES
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