Goldman Expects AMD to Cut its FY Forecast This Month, Says Headwinds are Priced In
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US Restrictions Amplify Cycle Risks For Chip Stocks - BofA
October 6, 2022 10:03 AM EDTBofA analyst Vivek Arya told investors in a note Thursday that potential US restrictions on high-performance computing semis/tools in China amplify cycle risks.
The analyst said in a note to clients that media reports indicate the US Government is preparing further restrictions on shipments of advanced (sub 14nm) high-performance computing, AI, design and manufacturing chip technology for Chinese... More
