Global chip sales rose by 16.3% year-on-year in January 2024, showcasing a significant recovery. Nvidia's soaring profit and market capitalization, along with ASML and TSMC's record highs, indicate the sector's resilience.
Forecasts point to Amazon, Microsoft, Google, and Meta collectively investing nearly $200 billion annually by 2025 in data centers for AI support. AI-enabled devices are expected to claim sizeable market shares in the coming years, fueled by AI chip advancements.
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