BREAKING
Top 10 Chipmakers Hit $9.5tn
0
tn
Top 10 market cap
0
%
YoY growth
0
%
Top 3 share
Trailing P/E by Company
Nvidia
39.4
TSMC
40.8
SK Hynix
50
Micron
54.1
0
%
GenAI revenue
0
%
GenAI volume
0
x
SOX peak P/E
Bulls vs Bears on the Rally
Bulls
●
Durable AI demand
●
Nvidia PEG near 0.9x
Bears
●
Richest since dotcom
●
Low-margin firms shaky
Sorting Winners After the Boom
AI NEWS BLITZ
The world's biggest chipmakers now look pricey, with a combined value of nine and a half trillion dollars.