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China A Lost Market For Nvidia, AMD? The Asian Superpower Reportedly Sets Up Biggest Semiconductor Fund To Nurture Advanced Chipmaking - iShares Semiconductor ETF (NASDAQ:SOXX)

China plans to take the U.S. head-on with efforts to bolster domestic semiconductor industry, and this could bode ill for Nvidia and the likes.

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Insider Trading Alert: AMD's Lisa Su Sells $20.4M Worth Of Chipmaker's Stock As AI-Fueled Rally Continues Unabated In 2024 - Advanced Micro Devices (NASDAQ:AMD)

AMD shares have rallied on the company's credentials as a beneficiary of the AI revolution, and, amid the stock surge, CEO Lisa Su liquidated some of her holdings.

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Cathie Wood's Ark Invest Bucks Trend, Trims 2 Major Chip Stocks Ahead Of Q4 Results: Profit-Taking Or Portfolio Shift? - iShares Semiconductor ETF (NASDAQ:SOXX)

Nvidia and AMD have been on a tear in recent sessions on hopes of stellar Q4 earnings reports and Cathie Wood's Ark sold them on their strength.

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Nvidia, AMD To Triumph Over Q4 Market Weakness With Cutting-Edge AI, Says Analyst: What To Expect From The Chipmakers - iShares Semiconductor ETF (NASDAQ:SOXX)

AI-levered chip makers Nvidia and AMD are set for beat-and-raise quarters despite weak demand trends in most end markets.

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TSMC Stock Set For 18% Upside? Analyst Says Chipmaking Giant 'More Likely To Beat And Raise In An Upcycle' - Taiwan Semiconductor (NYSE:TSM)

According to Needham's analysis, TSMC is expected to absorb excess capacity, rebalancing supply and demand by the end of 2024.

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