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Zenger
Zenger
Business
Shanthi Rexaline

FOUND: Semiconductor earnings preview analysts optimistic despite soft chip demand ai expected to shine - What They Never Told You

The NVIDIA logo on display at a computer expo in Taipei, Taiwan in May. Nvidia is best-positioned fundamentally, given its dominant position in generative AI, given outsized demand, Vinh said. (Walid Berrazeg/Anadolu Agency via Getty Images)

Semiconductor earnings will begin to roll out in the week of July 24, and an analyst is upbeat despite the chip demand continuing to remain soft.

Artificial Intelligence will likely be a “shining pillar of strength” amid a muted semiconductor demand backdrop, said KeyBanc Capital Markets analyst John Vinh in a note previewing the earnings. He flagged limited signs of a recovery in China.

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