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, hyper-scale data center operators, who are in a "go big or go home" situation, still cannot stop investing through 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 simultaneously warned that the market has not yet factored in potential future risks and shortages. (Jin10)