US stocks Alert! Capital is fleeing frantically, is the AI supercycle over?
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Signals from chip manufacturers' Q2 reports: Demand is stronger than three months ago, price increases are starting to "spread"
JPMorgan believes that the Q2 earnings reports of global semiconductor companies have sent a clear bullish signal: First, demand has exceeded expectations, and foundry giants such as TSMC are universally raising capital expenditures to accelerate capacity expansion; second, the effect of price increases is materially "spreading" to equipment and materials, with equipment suppliers leveraging price hikes to boost gross margins; third, memory giants are securing an extremely high profit baseline for the next several years in advance through long-term agreements and massive prepayments.
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