Challenges in the Semiconductor Market

This chapter explores the recent downturn in semiconductor stocks, focusing on ASML and Intel, as analysts react to disappointing earnings and reduced guidance. It discusses the impacts of geopolitical tensions and potential export controls on major players in the industry, along with the complexities surrounding a possible Qualcomm and Intel merger. Additionally, the chapter highlights industry dynamics, including TSMC's performance and the influence of AI investments amidst regulatory pressures on companies reliant on the Chinese market.