Needham analyst N. Quinn Bolton noted 2024’s divergence of the fortunes of semiconductor companies exposed to different end markets.
Semiconductor suppliers exposed to the PC, smartphone, industrial, and automotive sectors generally noticed fundamentals under pressure throughout the year.
On the other hand, the AI segment experienced strong demand for accelerating deployments of AI infrastructure.
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https://www.benzinga.com/25/01/42953261/nvidia-broadcom-and-marvell-positioned-for-growth-as-ai-demand-drives-semiconductor-momentum
