reports
- Sean Maher
- Sean Maher
- Sean Maher
- Sean Maher
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has outperformed wider tech indices.The explosion in video steaming, cloud computing and the shift toward semi-autonomous vehicles as well as the huge computational intensity of AI software are all key drivers through end decade.Global semiconductor industry sales saw accelerating growth from mid-2016, with Q4 sales of $93bn 12.3% higher y/y - semiconductors are no...
- Sean Maher
Tech Rebounds as USD Reverses, Macau Recovery Continues...
·The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in over a decade.·That has helped the US tech sector rebound strongly from the post-election selloff, as have the leading Chinese web names – secular growth is back in fashion. ·The Q4 results from Microsoft, Intel and Alphabet indicated that cloud computing is the most significant near-term driver of tech sector revenues but AI will follow soon....
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