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China plans to take the U.S. head-on with efforts to bolster domestic semiconductor industry, and this could bode ill for Nvidia and the likes.
AMD shares have rallied on the company's credentials as a beneficiary of the AI revolution, and, amid the stock surge, CEO Lisa Su liquidated some of her holdings.
Nvidia and AMD have been on a tear in recent sessions on hopes of stellar Q4 earnings reports and Cathie Wood's Ark sold them on their strength.
AI-levered chip makers Nvidia and AMD are set for beat-and-raise quarters despite weak demand trends in most end markets.
According to Needham's analysis, TSMC is expected to absorb excess capacity, rebalancing supply and demand by the end of 2024.