The largest US bank, JPMorgan Chase, reportedly says one regional stock sector may soar as much as 20% before the year’s end.
In a new Bloomberg report, JPMorgan Chase says Asian technology stocks may put up between 15% and 20% gains during the remainder of 2025, largely due to artificial intelligence (AI).
Say JPMorgan Chase analysts,
“AI will continue to lead this upcycle on the growth in datacenter capex (capital expenditures) in 2025 and more confidence in 2026 growth. We are not advising any meaningful rotation away from AI stocks in the next three months.”
One metric indicating significant AI demand in the region is the Bloomberg Asia Pacific Semiconductors Index, a gauge of semiconductor companies in the Asia Pacific region, which has risen over 12% this year. The semiconductor index outperformed Bloomberg’s MSCI AC Asia Pacific Index, an Asian equity gauge.
JPMorgan’s analysts predict that shares of the region’s largest chipmakers, Taiwan Semiconductor Manufacturing Co., SK Hynix Inc., Advantest Corp and Delta Electronics Inc., will continue to increase for at least the next 12 months and company earnings will continue to see upward revisions.
Meanwhile, JPMorgan analysts are leaning bearish on non-AI stocks, including manufacturers of personal computers, smartphones and consumer devices, predicting these companies may see further downward earnings revisions due to the fading impact of China consumption subsidies.
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