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Strategist Says TSMC's Blowout Q2 Validates AI Demand, Dismisses Valuation Worries Around MU, SNDK And Other Chip Stocks - Yahoo Finance
Yahoo Finance · 雅虎财经07/16 18:46Memory and HBM · 存储与 HBM跟踪
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Strategist Says TSMC's Blowout Q2 Validates AI Demand, Dismisses Valuation Worries Around MU, SNDK And Other Chip Stocks Yahoo Finance
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Strategist Says TSMC's Blowout Q2 Validates AI Demand, Dismisses Valuation Worries Around MU, SNDK And Other Chip Stocks Mitrione added that as long as the earnings growth is there, the higher valuations of semiconductor companies are not really a problem for her. However, she said that she will continue to keep a watch on these valuations. The strategist added that she does not expect interest rates to rise much,
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