AI semiconductor market is expected to surge to $119B by 2027 - Deutsche Bank Research

seekingalpha02-14

Semiconductor stocks and artificial intelligence surged in 2023 and Deutsche Bank Research believes that trend is set to continue into the future as it expects the AI semiconductor market to balloon ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2411458562?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1495819409/image_1495819409.jpg","is_english":true,"pubTime":"2024-02-14 23:45","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2411458562","market":"us","top_or_hot":-1,"title":"AI semiconductor market is expected to surge to $119B by 2027 - Deutsche Bank Research","media":"seekingalpha","content":"<div>\n<p>Semiconductor stocks and artificial intelligence surged in 2023 and Deutsche Bank Research believes that trend is set to continue into the future as it expects the AI semiconductor market to balloon ...</p>\n\n<a href=\"https://seekingalpha.com/news/4066834-ai-semiconductor-market-is-expected-to-surge-to-119b-deutsche-bank-research\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI semiconductor market is expected to surge to $119B by 2027 - Deutsche Bank Research</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI semiconductor market is expected to surge to $119B by 2027 - Deutsche Bank Research\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-14 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4066834-ai-semiconductor-market-is-expected-to-surge-to-119b-deutsche-bank-research><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks and artificial intelligence surged in 2023 and Deutsche Bank Research believes that trend is set to continue into the future as it expects the AI semiconductor market to balloon ...</p>\n\n<a href=\"https://seekingalpha.com/news/4066834-ai-semiconductor-market-is-expected-to-surge-to-119b-deutsche-bank-research\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BD6J9T35.USD","symbol_name":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","start_time":0,"source_url":"https://seekingalpha.com/news/4066834-ai-semiconductor-market-is-expected-to-surge-to-119b-deutsche-bank-research","article_id":"2411458562","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1495819409/image_1495819409.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2411458562","pubTimestamp":1707925533,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Semiconductor stocks and artificial intelligence surged in 2023 and Deutsche Bank Research believes that trend is set to continue into the future as it expects the AI semiconductor market to balloon t","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4579":"人工智能","LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4141":"半导体产品","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4503":"景林资产持仓","PSI":"INVESCO SEMICONDUCTORS ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","AVGO":"博通","DB":"德意志银行","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SMH":"半导体指数ETF-HOLDRs","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4512":"苹果概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","AMD":"美国超微公司","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","SOXS":"三倍做空半导体ETF-Direxion Daily","FDN":"First Trust Dow Jones Internet I","LU0056508442.USD":"贝莱德世界科技基金A2","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","SOXL":"三倍做多半导体ETF-Direxion Daily","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4515":"5G概念","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","MRVL":"迈威尔科技","LU0109392836.USD":"富兰克林科技股A","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","GFS":"GLOBALFOUNDRIES Inc.","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","XSD":"SPDR S&P Semiconductor ETF","BK4575":"芯片概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"translate_title":"人工智能半导体市场预计到2027年将飙升至1190亿美元——德意志银行研究","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"XSD":1,"SOXX":1,"SOXS":1,"SOXL":1,"SMH":1,"PSI":1,"NVDA":1,"MRVL":1,"AMD":1,"DB":1,"FDN":0.9,"GFS":0.76},"content_text":"Semiconductor stocks and artificial intelligence surged in 2023 and Deutsche Bank Research believes that trend is set to continue into the future as it expects the AI semiconductor market to balloon to $119.4B by 2027, which would comprise nearly 20% of the global semiconductor market. At the helm of the movement are shares of Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) as the two stocks emerged as clear 2023 winners while broad-based and cyclical names struggled to keep pace. Deutsche Bank Research went on to elaborate that revenues are anticipated to advance 51% in 2024 as alternative GPUs and CPUs gain traction. Competition is predicted to support more sustainable long-term sector growth. “Powerful trends like data growth, machine learning, and smart devices ensure AI adoption spreads across industries. AI tech giants like Nvidia (NVDA), AMD (AMD), Marvell Technology (MRVL) and Broadcom (AVGO) still hold significant competitive advantages. They remain positioned for expanding AI opportunity through development in autonomous systems, healthcare applications, and more” Deutsche Bank Research outlined in an investor note towards its clients. See the chart below provided by Deutsche Bank Research:  “Rather than rely on one company, diversification of solutions provides healthier growth path,” the investment firm also noted. As such, investors looking to further track the semiconductor market can also look towards exchange traded funds as they can offer a diversified approach towards the sector. See below some of Wall Street's more popular semiconductor focused ETFs along with each of their year-to-date returns.  VanEck Semiconductor ETF (SMH) +16.2% YTD. iShares Semiconductor ETF (SOXX) +9% YTD. SPDR S&P Semiconductor ETF (XSD) -1.1% YTD. Invesco Semiconductors ETF (PSI) +6.1% YTD. Direxion Daily Semiconductor Bull 3x Shares (SOXL) +24.2% YTD. Direxion Daily Semiconductor Bear 3x Shares (SOXS) -25.8% YTD.   More on Markets  Cathie Wood’s ARKW and ARKF climb thanks to surging HOOD 'Inflation is still a problem' - SA analysts break down the latest CPI print Odds of Fed rate cuts tumble after hotter-than-expected CPI Magnificent 7 will see narrowing of relative earnings advantage - AllianceBernstein Citi calls for a 5,100 S&P year-end-target and likes AI, fintech, and infrastructure","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2411458562"}