bp5ah schreef op 19 maart 2025 19:45:
UBS sees improving risk-reward for these 4 chip AI stocks
“With strong performance improvements over the next decade, we see improving risk-reward across quality AI semiconductors like NVIDIA, Broadcom, TSMC, and
ASML,” they added.
NVIDIA’s GTC 2025 event reinforced its dominant position in AI hardware, with the company unveiling the Blackwell Ultra chip, which offers moderate performance improvements and is set to begin shipping in the second half of 2025.
UBS expects this new lineup to sustain NVIDIA’s strong growth into early 2026, ahead of the introduction of its next-generation Rubin chips.
In the networking sector, Broadcom continues to leverage its leadership for its custom AI chip projects, alongside Nvidia.
Meanwhile, TSMC remains central to semiconductor advancements through its expertise in advanced packaging, which is crucial for enhancing processing power, while
ASML “is well positioned to benefit from Moore’s Law,” strategists said.
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