Japan market analysts see global chip stocks in a bubble: poll

Caution spreads, while some remain bullish

20240708N Clean room

Journalists visit a semiconductor maker's clean room in Hamburg, Germany. © Reuters

HIONA SHIRAIWA, Nikkei staff writer

TOKYO -- Semiconductor stocks around the world are "clearly in a bubble" or are in a "bubble-like" state, according to a majority of market analysts in a Japanese survey.

Booming demand for generative artificial intelligence is lifting hopes for chip design companies, foundries and other industry players. But some are growing concerned about an overheating of the segment.

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