Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?
Chip designers have one distinct advantage.
Overview
There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings (NASDAQ: ASML) and Applied Materials (NASDAQ: AMAT), or by owning chip designers like Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO).
Over the past year, ASML and Applied Materials have had higher returns, but if you go back three years, Broadcom and Nvidia win this matchup.
Details
But which stocks will win the AI cycle over the long term? I think chip designers have one advantage.
Source
Originally published at www.fool.com.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.