Meta’s self-developed AI chips to enter production in September, boosting chip stocks; 花旗 and JPMorgan both turn bullish on “these equipment stocks”
Meta is reportedly set to begin mass production of its in-house AI chip, Iris, in September, sending semiconductor manufacturing equipment-related stocks sharply higher. 花旗 and モルガン・スタンレー expect equipment demand to expand, boosting investor sentiment.
Companies mentioned:Meta Platforms、Lumentum、応用材料、ラムリサーチ、ケーエルエー・コーポレーション、Vertiv、花旗、TD Cowen、モルガン・スタンレー、Amazon、Microsoft、Alphabet、Oracle