With the first quarter of 2024 over, analysts and research firms are out with their reports for the state of the semiconductor supply chain. The year has been marked with artificial intelligence dominating the conversation, and research reports from Keybanc and UBS are optimistic about the demand for A.I. products. In its analysis, Keybanc shares that NVIDIA remains the industry’s preferred A.I. provider, but higher prices have made its customers, such as Microsoft, shift their forecast to allocate more funds to the firm’s products at the expense of its rival firms. UBS believes that the six biggest technology firms in […]
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