Nicht nur NVIDIA-promotion: BofA-Analyst prognostiziert bevorstehende Erholung bij diesen Chip-Titeln | 22.08.24

• Experts investigate the chip sector
• NVIDIA makes more profit
• KI-Einführung nor in Anfangsstadium

As there is a war of reconsiderations and confrontations, experts are now looking for potential in the chip sector. If you take a look at NVIDIA, which dominates the semiconductor market, for a German recovery, explains in this summary Vivek Arya, Bank of America analyst. In a message it is predicted that a chip company can count on growth risk after seasonal swamps. Under NVIDIA, one of the most popular devices in graphics processors and AI chips, it is possible to activate AI and chip fragments. Laut Arya sees swamps in the semiconductor sector as no exception. It seems that now a turning point is different, while the four quarters of chip companies have their own traditional swamps, so from the BofA analyst. In particular, the question of AI management technology and research centers remains high, and NVIDIA is in a sharp position to serve these companies during its market-leading products, explains in Rahmen his messages further. Because Arya has dropped the assets of Arm Holdings, Micron Technology and ON Semiconductor, there are “return scenarios and a nice rally with the beta” cases, which take a new position.

Remember you’ve never done anything else

MorningStar reports follow a number of investors who are looking for an intelligent intelligence that brings non-business returns on their high investments. Arya explains in her report, these concerns will be “justified, all relieved and without a final result”. Therefore: The demands for AI are “as defensive (protection of the dominion in the achievement of search, social networking or e-commerce) as offensive (new input sources)”, she writes. After Arya has discovered the introduction of AI – especially by the state – is still in its infancy and NVIDIA’s new Blackwell chip, of “being the best for AI-geignet”, is not yet possible on the market. “With others: You are still alive, that is the large Cloud provider that you can use KI-Rendite eingestehen”, writes the BofA analyst in this context. Dennoch is one of the many advantages that the Cloud Trends have developed, “were often adopted full and volatile”. The dynamics of others are opaque, so Arya.

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