Investing.com -- Deutsche Bank analysts outlined their semiconductor outlook for 2025, highlighting a mix of opportunities in artificial intelligence and broad-based semiconductors.
"On the AI front, we expect GPU-based accelerators to deliver yet another year of outsized growth , Deutsche Bank sees this as setting a"reasonable bar" for 2025, with cautious optimism driven by improving fundamentals. For investors, the firm recommends maintaining selectivity, with a preference for stocks like NXPI and ON in the broad-based space and AVGO and MRVL in the AI domain. These companies are seen as well-positioned to capitalize on growth acceleration and evolving industry dynamics.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
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