AI Boom: Top Semiconductor Stocks for 2026
Update: 2025-12-24
Description
Bank of America analyst Vivek Arya foresees a thriving AI boom, predicting global semiconductor sales to surpass one trillion dollars by 2026. He highlights Nvidia, Broadcom, Lam Research, KLA, Analog Devices, and Cadence Design Systems as top semiconductor stocks. Despite concerns over high valuations and costs, Arya remains optimistic, citing Nvidias unique position and Broadcoms custom chips for tech giants.
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