From Nasdaq: 2025-02-11 11:13:00

The semiconductor industry has seen a surge in interest, particularly with the rise of artificial intelligence. Companies like NVIDIA and Broadcom have seen significant stock increases, with NVIDIA up over 800% and Broadcom over 300% since the beginning of 2023. Other companies in the industry are still trading well below their 52-week highs.

Advanced Micro Devices (AMD) has shown a 70% return since January 1, 2023, but remains 51% below its 52-week high. AMD is working to compete against NVIDIA in building graphics processing units for data centers. While AMD’s data center revenue is growing, it still lags behind NVIDIA’s growth in this space.

Intel has faced challenges in the semiconductor industry, with shares down 22% since the start of 2023. The company missed out on designing GPUs for AI in data centers, impacting its revenue and margins. Intel’s best hope may lie in the AI-enabled PC market and a potential refresh cycle in PCs.

Super Micro Computer has seen volatile swings in its stock price, up over 400% since January 2023 but still down 65% from its highs in Q1 2024. The company is set to provide a business update on February 11, addressing concerns about accounting practices and filing delays. Super Micro’s revenue growth has been impressive, but transparency is needed for investor confidence.



Read more at Nasdaq:: 3 Chip Stocks Still Trading 50% Below Their 52-Week Highs