Special Report

The Global Semi Industry: AI Haves And Have Nots

04 Sep 2024

by Qingyun Xu, Associate Editor Arthur Budaghyan, Chief EM/China Strategist

There has been a decoupling within the global semiconductor industry. Demand for AI and advanced chips has been booming. Yet, sales of legacy and non-AI semiconductors have failed to recover. Given their spectacular run-up, share prices of high-end and AI-chip producers might continue selling off even if their sales continue to grow rapidly.

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BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.