Technology shares reached an approximate correction, which led to a decrease in the broader market after the leadership of the assembly in 2023 and 2024.
While a short recovery on March 12 was offered some comfort after inflation numbers in the United States came for the month of February, the markets remain volatile, as the S&P 500 and NASDAQ wore their lowest levels for six months in the hope of restoring stability.
However, even in the midst of contraction, the market withdrawal often represents an opportunity for investors looking to take advantage of the long -term growth capabilities. In this light, FinBold selects two shares that seem attractive at the current levels.
Advanced small devices (NASDAQ: AMD)
Despite the approximate start of the year that witnessed a decrease in advanced devices (NASDAQ: AMD) by more than 17 % on an annual basis, the arrow looks attractive at the current levels.
While NVIDIA (NASDAQ: NVDA) often overwhelmed the artificial intelligence race, AMD can see a potential recovery, thanks to its growing work in the data center, a personal computer update, and an attractive evaluation for its peers.
The AMD client sector, which includes Ryzen processors for desktop computers and laptops, has been steadily ground. In 2024, AMD grew at the CPU for 27 % CPU market and expanded its portable share to 24 %, driven by the performance of the superior product.
The main catalyst in front of Microsoft (NASDAQ: MSFT) planned Graduate disposal From Windows 10 in October 2025, which is expected to pay a large computer upgrade course.
Besides the client sector, the AMD real growth engine is the data center business, which witnessed an increase in 94 % revenues in 2024 to $ 12.6 billion.
While NVIDIA remains dominant, the MI300X graphics units of AMD were attracted to two main players such as Meta (Nasdaq: Meta) and Microsoft. Looking at the future, AMD is preparing to take samples from the MI350 graphics processing units of the next generation with the main customers in this quarter, with increased production by mid -year.
The manufacture of semiconductor Taiwan (NYSE: TSM)
As the largest semiconductor muse in the world, TSMC (NYSE: TSM) requires 64 % of the global market share, which works as a major chips for industrial leaders such as NVIDIA and Apple (NASDAQ: AAPL), AMD and Broadcom (Nasdaq: AVGO).
This hegemony is placed as a critical player in the revolution of artificial intelligence, where technology giants invest billions of dollars in the infrastructure of Amnesty International, which indirectly benefits from TSM. Despite its leadership in the market, TSMC shares have faced the opposite winds, which were currently traded at $ 173.42 with a decrease of 12 % of the year.
The advanced practical contract of the company, 3nm and 5nm, is It is said It works at full capacity, and it is already preparing for the 2nm potatoes of the next generation, which was appointed to enter the size production later this year, according to it. Techovedas.
Analysts expect revenues to grow from this sector fourfold Between 2025 and 2026, increasing the strengthening of TSMC driving in the semiconductor industry.
This optimism is reflected in modern expectations from Bernstein and Bank of America to set the price goals of $ 251 and $ 265, respectively, indicating an increase of more than 50 % of the current levels.
Distinctive image via Shutterstock
