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Key Facts on Semiconductor Investments
During the first half of 2025, the S&P 500 and Nasdaq Composite indexes rose by approximately 5.5%, a recovery following declines of up to 15% and 21%, respectively. Advanced Micro Devices (NASDAQ: AMD) is slated to launch a new series of AI accelerators, particularly the MI350 architecture, which is expected to be more energy-efficient and faster than rival Nvidia’s offerings. AMD shares rose by 17% in the same timeframe.
Meanwhile, Taiwan Semiconductor Manufacturing (NYSE: TSM), which provides fabrication services for major chipmakers like AMD and Nvidia, reported a 40% year-over-year revenue increase in the first half of 2025. Consulting firm McKinsey & Company forecasts that investment in AI infrastructure may reach $6.7 trillion by the next decade, with significant spending allocated to hardware for AI data centers.
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