Investors in the semiconductor industry get revved up about automation, digitalisation and — especially — artificial intelligence. On top of a cyclical recovery, such structural sources of demand are expected to mean an unprecedented chip boom. But geopolitical risk can throw a spanner into even the most powerful engine.
半導體行業的投資者對自動化、數字化，尤其是人工智能感到非常興奮。除了周期性復蘇之外，這種結構性的需求來源預計將意味著一場前所未有的芯片熱潮。但即使是最強大的引擎，地緣政治風險也會給它造成阻礙。
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