Artificial Intelligence Drives Billion-Dollar Rally: Winners and Losers in the Semiconductor Poker!

The stock markets are experiencing a remarkable renaissance of artificial intelligence in November 2025. After months of critical questions regarding profitability, the technology sector is showing powerful signs of life. However, the weights are shifting : it's no longer software applications that are in focus, but rather the hardware infrastructure behind them. Investors are increasingly betting on semiconductor manufacturers and chip designers – with a nuanced look at winners and losers. Broadcom: The silent champion of custom chips – ...