Japan market analysts see global chip stocks in a bubble: poll – Nikkei Asia

Caution spreads, while some remain bullish
TOKYO — Semiconductor stocks around the world are “clearly in a bubble” or are in a “bubble-like” state, according to a majority of market analysts in a Japanese survey.
Booming demand for generative artificial intelligence is lifting hopes for chip design companies, foundries and other industry players. But some are growing concerned about an overheating of the segment.
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