VanEck Predicts Another Big Year for Semiconductors as AI Demand Grows

GuruFocus.com

01-31

VanEck expects another transformative year for the semiconductor market in 2025, citing artificial intelligence (AI) as the key growth driver.

Warning! GuruFocus has detected 3 Warning Signs with NVDA.

Industry leaders Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), and Marvell Technology (NASDAQ:MRVL) remain well-positioned to capitalize on rising AI-driven demand. Beyond dominant players, VanEck sees upside potential in undervalued firms within memory chips and semiconductor equipment.

The firm highlighted SK Hynix (HXSCF), Micron Technology (NASDAQ:MU), Western Digital (NASDAQ:WDC), Applied Materials (NASDAQ:AMAT), and Lam Research (NASDAQ:LRCX) as attractive opportunities. VanEck emphasized the importance of staying informed and adaptable in this rapidly evolving sector, noting that 2025 could be a pivotal year for semiconductors. For investors tracking the space, several semiconductor-focused exchange-traded funds remain in focus.

This article first appeared on GuruFocus.

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GuruFocus has detected 3 Warning Signs with ...</p>\n<a href=\"https://finance.yahoo.com/news/vaneck-predicts-another-big-semiconductors-165015252.html\">网页链接</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSYW.SI","symbol_name":"TESLA 3xLongSG261006","start_time":0,"source_url":"https://finance.yahoo.com/news/vaneck-predicts-another-big-semiconductors-165015252.html","article_id":"2507676344","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507676344","pubTimestamp":1738255815,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"VanEck expects another transformative year for the semiconductor market in 2025, citing artificial intelligence  as the key growth driver.GuruFocus has detected 3 Warning Signs with NVDA.Industry leaders Nvidia , Broadcom , TSMC , and Marvell Technology  remain well-positioned to capitalize on rising AI-driven demand. Beyond dominant players, VanEck sees upside potential in undervalued firms within memory chips and semiconductor equipment.The firm highlighted SK Hynix , Micron Technology , Western Digital , Applied Materials , and Lam Research  as attractive opportunities. VanEck emphasized the importance of staying informed and adaptable in this rapidly evolving sector, noting that 2025 could be a pivotal year for semiconductors. 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GuruFocus has detected 3 Warning Signs with NVDA.\n\nIndustry leaders Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), and Marvell Technology (NASDAQ:MRVL) remain well-positioned to capitalize on rising AI-driven demand. Beyond dominant players, VanEck sees upside potential in undervalued firms within memory chips and semiconductor equipment. \nThe firm highlighted SK Hynix (HXSCF), Micron Technology (NASDAQ:MU), Western Digital (NASDAQ:WDC), Applied Materials (NASDAQ:AMAT), and Lam Research (NASDAQ:LRCX) as attractive opportunities. VanEck emphasized the importance of staying informed and adaptable in this rapidly evolving sector, noting that 2025 could be a pivotal year for semiconductors. For investors tracking the space, several semiconductor-focused exchange-traded funds remain in focus.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}