Cantor Fitzgerald’s Post

Name: Cantor Fitzgerald on LinkedIn: #cantorcalls #ai #marketresearch #semiconductors
Uploaded: 2024-06-18T13:59:13.387Z
Channel: Cantor Fitzgerald
Description: The semiconductor industry is primed for an elongated cycle, with the next peak likely in 2026. Cantor's CJ Muse, Senior Managing Director, Semiconductors and Semiconductor Equipment, explores the key trends and technologies fueling semiconductor demand. #CantorCalls #AI #MarketResearch #Semiconductors

Cantor Fitzgerald

120,137 followers

3mo

The semiconductor industry is primed for an elongated cycle, with the next peak likely in 2026. Cantor's CJ Muse, Senior Managing Director, Semiconductors and Semiconductor Equipment, explores the key trends and technologies fueling semiconductor demand. #CantorCalls #AI #MarketResearch #Semiconductors

Transcript

My name is CJ Muse. I'm a Senior Managing Director at Cantor Fitzgerald. I'm in the Equity Research department covering semiconductors and semiconductor equipment. So there's a lot of great trends driving semiconductor demand. First and foremost, obviously AI. We've seen, ever since Chat GPT announced, a fervent focus and last year we saw the majority of budgets pushed to AI, and this year we're seeing a broadening across, not only your traditional hyperscalers, but also enterprise level and even sovereigns. On top of that, you're seeing the move from training now to inference, and that's driving more compute requirement at the edge. The edge is going to become more and more important. And that's going to be a driver in 2025 and beyond, and we'll likely see upgrade cycles for smartphones and PCs, so that's another tremendous driver. Geopolitics is very important, whether it's an election where we might be talking about tariffs, to US-China relations, which are very critical and important and can lead to quite a bit of volatility in terms of both semiconductors and semiconductor equipment. So our outlook for the semiconductor industry this year in 2024 is positive. We are four to five quarters, into an upturn. Typical cycle is nine quarters. and I would argue, given what transpired during and post Covid, that this will be an elongated recovery. and when you layer on top of that, growth drives from AI, I think this is going to be a much longer than typical cycle, which means that the next peak is probably not 2025, more like 2026. And that means that semiconductor stocks have a long runway for growth. and so we're, positive, on the group. and, and we want you to be long and strong.

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