Me thinks we are going to have a good year. I am thinking tech and Nasdaq will lead this year. , specifically chip sector.
There will be a chip war between Intel/AMD/Nvidia where the 3 will try to be stealing market share from each other.
Intel will try to hold the line on desktop processors, and try to encroach into the GPU space. AMD will go after the laptop CPU market this year and go after the GPU high end market. Qualcomm and others will be fighting for 5G. TSM will be tapped to make all of this for everyone but Intel, and they will have the process lead for 2020, Samsung will come in a close second.
TSM 2020 7nm capacity is already fully booked until Apple moves on to 5nm in 2nd half of 2020
