"AI demand visibility" extends to 2028! Bank of America Merrill Lynch: Storage will not be "oversupplied" before then, semiconductor equipment will see significant growth.
Chip stocks just experienced a "quake," yet Bank of America Merrill Lynch released an extremely bullish report on semiconductors at this moment.
On June 23, as global chip stocks suffered a major setback — the Philadelphia Semiconductor Index plunged 7.9% in one day, Micron Technology fell 13%, and