One signal

Data-centre delays could leave semiconductor markets facing an “air gap”, says Nadia Lovell, head of global equity strategy at UBS Global Wealth Management. She argues the delays could pressure chip inventories, prices and margins, and says she favours compute over memory and hyperscalers that already have capacity.

It is a market view, not a forecast with a guaranteed landing. But it puts a useful question on the table: if data-centre construction slips, which parts of the chip industry feel it first?

Discuss: If data-centre projects are delayed, would you expect chipmakers focused on compute or memory to feel the bigger impact first?

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