Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
Search or
𝛼
SK
SIGN UP
SIGN IN
bearish
Semiconductors and Semiconductor Equipment
What Do Detailed 2024 Semi Stats Tell Us?
Jim has highlighted this Insight as a Top Pick
Thematic (Sector/Industry)
322 Views
26 Feb 2025 05:44
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade sanctions have impacted chip shipments to China.
What is covered in the Full Insight:
2024 Semiconductor Market Overview
AI-Driven Growth
Non-AI Semiconductor Performance
Impact of US/China Trade Sanctions
Future Outlook and Risks
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 3-minute read)
Related Insights
More »
Baidu (BIDU US) - Ads Business Still Takes Time to Recover...
Baidu Inc.: Dealing With The Uncertain Commercial Viability of Autonomous Driving
[Baidu (BIDU US, SELL, TP US$85) TP Change]: C1Q25: Accelerated AI Search Transition Releases Risk
Baidu (BIDU US) - Cloud Revenue a Strong Beat...
[Baidu (BIDU US, SELL, TP US$88) Preview]: Search Traffic’s Decline in Relevance the No.1 Issue
Trending Collections
More »
Index Rebalance
Japan
South Korea
Philippines
Equity Bottom-Up
Event-Driven
India
China
Sell / Short Ideas
Singapore
Trending Insights
More »
[Japan M&A] CareNet (2150 JP) - Opaque LBO/MBO Garners New Attention from Existing Shareholder
CareNet (2150 JP): Kaname Capital Is Potentially a Headache for EQT
What Was It in SK Inc that Got the Local Pension Funds Loading up Hard Today?
Xtalpi Placement: Opportunistic Raise but Thematically Hot, past Deals Did Well
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2025
Top Unpaywalled Insights
More »
[IO Technicals 2025/35] Iron Ore Bulls Charge on Tight China Supply
A Monetary View on US Inflation
At the US-Korea Summit, Samsung’s Next Move Could Reshape the US Chipboard
DeFi, On-Chain Truth, and the Petrodollar 2.0
[IO Technicals 2025/34] Iron Ore Braces for Bullish Shift After Six-Day Slide
Discussions
(Paid Plans Only)
Insight Stream
What Do Detailed 2024 Semi Stats Tell Us?
26 Feb 2025
Semiconductor's Over-Dependency on AI
28 Jan 2025
2025 High Conviction: AI Chip Spend Slows
13 Nov 2024
NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red Flag
30 Aug 2024
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.56.4
x