Semiconductor Surge: JPMorgan Bets AMD, Micron, Arm Will Drive Industry Optimism And AI Demand -...

Published on 23 May 2024 on Benzinga

Semiconductor Surge: JPMorgan Bets AMD, Micron, Arm Will Drive Industry Optimism And AI Demand -...

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.

The key takeaway? The semiconductor industry is entering the early stages of an upcycle, driven by broad-based cyclical improvements and strengthening AI demand.

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