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BofA hikes 2026 chips forecast to $1.3 trillion, names Nvidia, Broadcom, Marvell, AMD as top drivers [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
In a new note to clients, Bank of America analyst Vivek Arya issued a massive upgrade to the firm's global semiconductor outlook. He hiked its 2026 revenue target to $1.3 trillion — a $300 billion leap from the estimate the bank provided just four months ago . Nvidia ( NVDA ) and Broadcom ( AVGO ) continue to power those AI ambitions, per Arya. "We continue to view AI/data center to drive the majority of gains (via compute, networking, memory), with industrial contributing to growths on inventory replenishment and robotics ramp," Arya said. The bank expects the total semiconductor market to hit the $2 trillion milestone by 2030. This implies a 20% compound annual growth rate (CAGR) through the end of the decade, more than double the 9% growth rate the industry averaged over the past 10 years. To reach that finish line, Arya argued that the industry is entering a period of "leading logic intensity," where the complexity of chip designs requires a ramp-up in specialized tools.
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