Bernstein: NVIDIA Now Trades “Below Parity Relative To SOX,” And TSMC’s $100 Billion Investment In The US Will Keep Intel At “Arm’s Length”

Bernstein is out today with its take on two important developments in the semi sphere: NVIDIA's ongoing rout which has now primed the stock for dip-buying, and TSMC's mammoth investment…

Continue Reading Bernstein: NVIDIA Now Trades “Below Parity Relative To SOX,” And TSMC’s $100 Billion Investment In The US Will Keep Intel At “Arm’s Length”