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Yardini Warns of 12% Chip Decline
Economic analyst Ed Yardini indicates that the semiconductor sector, which experienced significant profits throughout the year, is currently facing a strong wave of decline, with expectations of further drops reaching up to 12% before returning to the 200-day moving average. After the "iShares PHLX Semiconductor ETF" fell by 20.3% since June, the sector has entered a bear market territory, with major South Korean companies like Samsung and SK Hynix also declining. Additionally, there are concerns about the failure of AI investments, especially with the launch of inexpensive models like the "Kimi KE-3." Yardini advises investors not to expect a bottom soon and recommends channeling their investments into more stable sectors such as financial services and healthcare. While demand for AI continues, it is not sufficient to halt the overall decline.
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