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The semiconductor industry is primed for an elongated cycle, with the next peak likely in 2026. Cantor's CJ Muse, Senior Managing Director, Semiconductors and Semiconductor Equipment, explores the key trends and technologies fueling semiconductor demand. #CantorCalls #AI #MarketResearch #Semiconductors   

James Adams

Chief Business Officer

1w

Hi CJ. What do you think would happen to the stock of an NVIDIA competitor (e.g. Qualcomm, Intel, or AMD) if they won 5% market share from NVIDIA for data center AI chips?

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