Nomura Securities Team: It is still too early to call a peak in chip stocks

Odaily Planet Daily News The Nomura Securities team stated that it is still too early to call a peak in chip stocks. They believe the upward momentum for chip stocks will continue for two reasons: first, those hyperscale data center operators adopting an "all in or get out" approach will still be unable to stop investing in 2027, partly due to rising memory chip costs; second, data center construction plans are accelerating.

The team described the recent price correction in chips as "healthy," but also warned that the market has yet to fully price in some potential risks and shortages that may emerge in the future. (Jin Shi)