The semiconductor sector shone brightly in Q1, with $SUPER MICRO COMPUTER INC(SMCI)$ surging by 264% and $NVIDIA Corp(NVDA)$ by 82%. Other companies collaborating with NVDA also achieved outstanding results. However, some semiconductor companies like $Advanced Micro Devices(AMD)$ and $Qualcomm(QCOM)$ experienced relatively smaller gains. $Micron Technology(MU)$โs surge only began at the end of March. $Micron Technology(MU)$ soared to a record high after announcing a significant development agreement with Nvidia to integrate high-bandwidth m
Will Semi Firms be Impacted by Supply Chain Problems?
A magnitude 7.4 earthquake struck eastern Taiwan, triggering a tsunami warning. During the January earthquake in Japan, semiconductor companies were forced to halt operations. The earthquake could disrupt TSMC's operations, thus impacting the semiconductor supply chain. ----------------- Will semiconductor firms be impacted by supply chain disruptions?
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