Rosenblatt names top semiconductor picks amid data-center strength

What happened: Rosenblatt Securities named AMD its top semiconductor pick heading into earnings season, citing strengthening data-center fundamentals and broadening demand. Key numbers: Semiconductor shares with data-center exposure fell about 25% on average over the past month. TSMC 2nm capacity is expected to double in 2027. Why it matters: Rosenblatt sees supply-chain capacity, not demand, as the main constraint on data-center growth in 2027 and beyond, and calls current constraints tactical challenges the industry can address. Market: -2.0% today ($2,440.00), +58.5% YTD — as of 06:13 UTC

Rosenblatt Securities named AMD its top semiconductor pick heading into earnings season, citing strengthening data-center fundamentals and broadening demand.

Rosenblatt sees supply-chain capacity, not demand, as the main constraint on data-center growth in 2027 and beyond, and calls current constraints tactical challenges the industry can address. Market: -2.0% today ($2,440.00), +58.5% YTD — as of 06:13 UTC