Semiconductor Giants Face Dual Test: AI Boom Meets Macro Storm
NVIDIA, Broadcom, and AMD are riding a structural wave of AI infrastructure demand, but macro volatility, Fed uncertainty, and escalating U.S.-China tensions are forcing investors to weigh long-term secular growth against near-term headwinds. From photonics to advanced packaging, the sector's transformation is accelerating even as risk-off signals flash across broader markets.
ViaNews Editorial Team (Markets)•