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Nomura Securities Team: Still Premature to Declare Peak for Chip Stocks
6 hour ago /
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Author：小编
On July 1, the Nomura Securities team expressed the view that it remains premature to conclude that chip stocks have reached their peak, and they anticipate that the upward trajectory will persist. The rationale behind this stance is as follows: Firstly, hyperscale data center operators are set to maintain their investment levels through to 2027, driven in part by escalating memory chip costs. Secondly, there is an acceleration in data center construction projects. The team highlighted that the recent correction in chip prices is a 'healthy' development, but they also issued a word of caution, noting that the market has yet to fully factor in potential future risks and supply shortages.
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