Semiconductor Sector Outlook (2024-2030): Nvidia, ASML, TSMC Lead $527B AI Revolution
Are Nvidia, ASML, TSMC, AVGO, AMD poised to boom from 2024-2030?
Morningstar published a Semiconductor Industry Outlook report in September 2024 – projecting growth within the semiconductor sector from now thru 2030.
Credit to Morningstar Equity Research team (Compton et al.) for the in-depth analysis.
What are the major insights from Morningstar’s semiconductor report?
1. Market Structure and AI-Driven Growth
The semic…
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