<ul><li>AI chip stocks will continue to surge in early 2025 before shifting towards auto and industrial chipmakers.</li><li>Nvidia's new Blackwell GPU and strong demand from cloud customers will drive AI chip stocks in the first half of the year.</li><li>In the second half of 2025, investor interest is expected to shift towards auto and industrial chipmakers due to global economic recovery and increased auto production.</li><li>The analysts predict semiconductors to maintain strong momentum and increase sales by 15% to $725 billion in 2025.</li></ul>

Why the rally in chip stocks could broaden beyond AI in 2025, according to BofA

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