Asia’s chip sector has been following Nvidia’s rally in the past year. But while the region’s largest AI and chipmaker stocks have continued to gain, companies further down the semiconductor supply chain, including suppliers of chipmaking equipment, chip materials and chemicals, have been lagging behind global peers in recent months. There is still plenty of room for upside.
过去一年，亚洲芯片行业一直在追随英伟达(Nvidia)的涨势。然而，尽管该地区最大的人工智能和芯片制造商股票继续上涨，但半导体供应链下游的公司（包括芯片制造设备、芯片材料和化学品供应商）近几个月来一直落后于manbetx app苹果 同行。目前仍有很大的上行空间。
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