Trends and Outlook in Semiconductors

This chapter explores the current semiconductor industry landscape, focusing on the demand for high-end GPUs and data centers for AI applications. It analyzes the sharp decline in bookings and implications for major players like TSMC and ASML, while highlighting the contrasting outlook for AI-related sectors. The discussion also touches on the potential impacts of earnings reports from tech giants on market sentiment and stock performance, specifically regarding NVIDIA and Apple.