BofA sees multi-year AI growth driver in wafer-fab chip equipment
TL;DR
Bank of America analysts say wafer-fab chip-equipment names such as Lam Research, KLA and Applied Materials are set for multi-year AI-driven growth, lifting 2026–2027 revenue forecasts toward about $140B and $171B, with potential long-run gains as AI workloads, CPUs and memory demand tighten supply and spur continued investment in semiconductor fabrication equipment.
Topics:businesstechnology#ai-growth#applied-materials#kla-corp#lam-research#semiconductor-equipment#technology
- These stocks are ‘the place to be’ if you want serious AI growth, says BofA MarketWatch
- Nvidia, Broadcom, Monolithic Power, and Marvell are Oppenheimer's top chip picks (NVDA:NASDAQ) Seeking Alpha
- BofA raises WFE estimates on strong semicap guidance and AI demand Investing.com
- Bank of America Just Named Its Top AI Chip Stocks — NVIDIA and Broadcom Lead the List coincentral.com
- Oppenheimer Names Top Semiconductor Picks Including Nvidia Broadcom Marvell MPWR Let's Data Science
Want the full story? Read the original reporting
Read on MarketWatch