Dossier
chip cycle
Coverage of chip cycle in the Nexus archive.
- The hottest stock market in the world has doubled this year. Now Goldman Sachs sees another 40% gain from here.
Korean and Taiwanese benchmark indices have experienced significant rallies in 2026 driven by earnings. Goldman Sachs anticipates further gains, suggesting the market underestimates the longevity of the chip cycle.
- AI and real GDP: how big and how fast?
The article discusses the potential impact of AI on real GDP and covers developments in the chip cycle.