美国半导体行业调研的投资者反馈_ Semiconductors_ Investor feedback from our US Semiconductor initiation
2025-07-19 14:57
18 July 2025 | 4:58AM EDT Americas Technology: Semiconductors: Investor feedback from our US Semiconductor initiation Following our launch on the US Semiconductor last week across Digital/AI, Semi Cap/Memory/Storage, and Analog, we summarize high-level investor feedback: Digital/AI: Pushback on AVGO/AMD; we see discovery value in CDNS/SNPS Investor sentiment has clearly swung bullish on AI infrastructure spending, with consensus calling for (significantly) higher CapEx in 2026. We received significant pushb ...