FT Flags Globally Elevated Valuations Across Chipmakers

In an Unhedged chart analysis published around June 27, the Financial Times argued that, driven by AI demand, the stock valuations of chipmakers including Nvidia, SK Hynix and Micron have reached elevated levels worldwide. Rather than a specific product, the piece is an opinion-and-chart article focused on overall market valuation, contending that chip stocks are "expensive globally."