Asia’s chip sector has been following Nvidia’s rally in the past year. But while the region’s largest AI and chipmaker stocks have continued to gain, companies further down the semiconductor supply chain, including suppliers of chipmaking equipment, chip materials and chemicals, have been lagging behind global peers in recent months. There is still plenty of room for upside.
過去一年，亞洲芯片行業一直在追隨英偉達(Nvidia)的漲勢。然而，盡管該地區最大的人工智能和芯片制造商股票繼續上漲，但半導體供應鏈下游的公司（包括芯片制造設備、芯片材料和化學品供應商）近幾個月來一直落后于全球同行。目前仍有很大的上行空間。
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