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Semiconductor Spending to Reach $1 Trillion in 2026: 2 Top Stocks to Buy
ByAinvest
Wednesday, Dec 31, 2025 6:32 pm ET1min read
Semiconductor industry sales are expected to reach $1 trillion in 2026, according to Bank of America analyst Vivek Arya. The AI boom is driving the surge in sales, with the AI data center market projected to reach $1.2 trillion by 2030. Arya recommends investing in Nvidia (NVDA), the dominant player in AI chips, due to its technological head start and potential for $500 billion in revenue in 2025 and 2026.
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