据Susquehanna的第三季度半导体行业预览，英伟达等聚焦人工智能的芯片制造商继续表现强劲，而与汽车和工业相关的半导体则遭遇阻力。
Susquehanna分析师Chris Rolland指出，随着今年夏末汽车和工业领域的需求放缓，德州仪器和模拟器件（ADI）等公司已率先承认进入下行周期。此外，汽车半导体市场的前景令人失望，库存过高、需求疲软以及电动车采用率低于预期是主要挑战。
相反，人工智能领域的半导体需求依然强劲，Susquehanna预计超大规模数据中心的资本支出将继续增长。不过，Rolland强调，AI相关股票的预期已经提高，未来可能需要调整指导预期以支撑股价。
Susquehanna还下调了多家半导体公司的目标股价，但提高了Impinj (PI) 和Lumentum Holdings (LITE) 的目标价。预计第四季度的半导体行业增长将超过历史水平。
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