Vivek Khatri warns investors about semiconductor stock selection at SEMICON India 2026, noting that chip exposure encompasses diverse business models and investors risk buying hype without understanding earnings fundamentals as India positions itself as a trusted chip manufacturing hub.
Discussions on semiconductor earnings highlight India's emergence as a chip manufacturing hub under PM Modi's initiative, while AMD demonstrates strong growth prospects with 100%+ datacenter revenue guidance and expanding profit margins driven by AI compute demand shifting from data centers to consumer devices.