predictionSaid on 2026-11-05
Even if delayed, semiconductor supply shortages will persist, and this is not a major variable for next year's earnings given long-term contracts.
A prediction by post author, said on 2026-11-05. Statements are as reported by the cited publishers — not verified by DecisionGateway.
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Analysts remain constructive on semiconductors heading into the end of 2026.Analysts · predictionIndustry players warn of potential repercussions for future semiconductor investment.industry players · predictionJ.P. Morgan sees sustained AI-driven demand across the semiconductor supply chain.J.P. Morgan · predictionAs security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.장기금리 및 재정 부담 확대 · predictionSamsung Electronics and SK Hynix plunged, triggering a sidecar in the morning, and there are concerns about possible semiconductor supply-demand changes after next year.post author · allegationASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up with demand and emphasized the importance of cleanroom and component supply.하나증권 · statement