Thematic Intelligence: Semiconductors Sector Scorecard Q2 2024 Update
Summary
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba, or capital equipment technologies essential to manufacture those advanced AI chips, such as ASML.
Industry developments since the last update include Nvidia’s announcement of its AI accelerator Blackwell B200, in response to AMD’s launch of its AI accelerator MI300X, accelerating Middle East investments in AI data center capacity; China banning the use of Intel and AMD chips in government computers; and the scarcity of engineering talent delaying the implementation of the US CHIPS Act investments in manufacturing capacity.
Scope
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