I believe that this is just a -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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MaMaMoo
07-15 21:10

I believe that this is just a mid term euphoria. Chip makers have historically been a cyclical business and there is no reason why the current AI boom is just another peak. In either late 2026 or 2027, when enough chip manufacturers in China or other countries releases news of coming into the AI feast or another technology reduces the requirement of chips (Quantum or smt), Semiconductors companies will find themselves relying on the previously signed long term contracts and new growth would once again be limited or slower. But meanwhile, a wild ride of Ups and Downs will still happen.

# SK Hynix ADR Surges 27% with Premium Over Domestic Shares Expanding to 51%

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Chip makers have historically been a cyclical business and there is no reason why the current AI boom is just another peak. In either late 2026 or 2027, when enough chip manufacturers in China or other countries releases news of coming into the AI feast or another technology reduces the requirement of chips (Quantum or smt), Semiconductors companies will find themselves relying on the previously signed long term contracts and new growth would once again be limited or slower. But meanwhile, a wild ride of Ups and Downs will still happen.</body></html>","text":"I believe that this is just a mid term euphoria. Chip makers have historically been a cyclical business and there is no reason why the current AI boom is just another peak. 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